Welcome to BP Capital Fund Advisors InsightsOur 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.
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...read more
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 more
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 more
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 more
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...read more
Key points: In our view, an increase in targeted OPEC+ production to be announced next month would represent a rational tweaking of supply amid continued dwindling global oil inventories and potential further geopolitical disruptions. We expect oil inventories to...read more