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Webinar – The Case for Energy Investment Now
On September 6, 2018, our portfolio managers conducted a webinar: The Times They Are A-Changin': The Case for Energy Equity Investment Now. If you missed the session, we offer the following Key Takeaways OIL PRICES TO BE SUPPORTED BY TIGHTENING FUNDAMENTALS...
read moreOil: It’s About to Get Tight(er) in Here
After more than a year of inventory destocking, prompt crude oil conditions have recently softened primarily due to a timing mismatch between an increase in Saudi Arabian production and an upcoming major decline in Iranian oil exports stemming from additional US...
read moreWhen Will Completion-Exposed Oil Equities Discount Permian 2020?
A shortage of pipeline takeaway capacity in the Permian Basin (the growth engine for US shale oil production) has resulted in a decline in near-term earnings expectations, as well as a major hit to investor sentiment, for many completion-related oilfield service...
read moreMLPs Get a Win with FERC Ruling Clarifications
After market close on July 18, 2018, the Federal Energy Regulatory Commission (FERC) issued a final rulemaking policy that essentially walked back its original proposal on March 15 that triggered a selloff of MLPs. FERC’s original proposed ruling disallowed MLPs with...
read more2Q18 TwinLine Funds Commentary
Background New technologies have unlocked oil and natural gas sources which we believe offer US companies a lasting competitive advantage in the global market. The BP Capital TwinLine Energy Fund invests in companies across the full spectrum of the energy...
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The Permian: Are Takeaway Concerns Getting Overblown?
A shortage of takeaway capacity has created a scenario of “Haves” and “Have Nots” within oil producers and oilfield service providers. We believe the takeaway constraint is a relatively short-term issue that does not diminish the long-term attractiveness of the...
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