Welcome to BP Capital Fund Advisors Insights
Our investment strategy and process yields uncommon insights across the energy value chain. Expore the latest energy industry thought leadership from the BP Capital Fund Advisors team.News
Recent company and industry events
Commentary
Analysis of key energy industry factors
White Papers
In-depth downloadable documents and resources
Midstream Metamorphosis: Does Your MLP ETF or ETN Truly Represent Midstream? The Critical Problem with MLP-only ETFs and ETNs…
Summary: Investors who own Master Limited Partnership (MLP) dedicated index exchange traded products are facing a critical problem, and they may not even know it. Since 2014, the number of midstream companies structured as MLPs has slowly and steadily decreased....
Geo-Political Risk on the Rise: Coordinated Drone Attack on Saudi Production Facilities Disrupts Key Oil Supply Source
On Saturday, September 14th, coordinated drone strikes on critical Saudi Arabian oil production facilities knocked out nearly 60% of the country’s oil production capability, nearly 20% of the natural gas production, and approximately 50% of ethane and NGL production....
Midstream Equities: Company Cash Payouts Inflecting, Time for Another Look
Summary: Favorable year-to-date 2019 midstream energy equity performance is reflecting improved sector appeal that, in our opinion, is being driven in part by a brightening outlook for rising midstream MLP distributions and C-Corp dividends to investors. Historically,...
Oil Tightness Obscured
We believe supply-driven tightness in crude has been masked by investor macro concerns relating to demand, as well as the recent weather-impacted rise in US oil inventories. In our view, the magnitude of these supply factors more than offsets potential demand slippage...
The New Chapter of Energy Growth: Inside ETFs Features Toby Loftin
Toby Loftin, Founder of BP Capital Fund Advisors, talks about why the energy game is changing, why the U.S. is a leader in the space and how new investment opportunities exist within the energy industry. [video width="640" height="360"...
Consolidation: The Time is Now
Today, Chevron (NYSE: CVX) announced they plan to acquire Anadarko Petroleum (NYSE: APC). We saw many corporate deals struck last year (Concho/RSP Permian, Diamondback/Energen, Encana/Newfield, etc.) and have expected sector consolidation to continue in 2019 as oil...