Poll

What percentage of companies in the Midstream/MLP sector will be self-funding the equity portion of their growth capex budget in November 2020?

  • 25% (41%)
  • 50% (37%)
  • 75% (18%)
  • 0% (3%)
  • 100% (1%)

Total Voters: 231

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Distribution Checks

07Nov
It’s been a while since we published a whitepaper on MLPs, which I chalk up to having had little additional insight to offer beyond reporting weekly ups and downs of the sector as it continues its bumpy transition towards a better business model. NEW WHITEPAPER AT CBRECLARION.COM But recently, I’ve become increasingly fascinated by distribution

Week Thoughts: SelfFundMe Campaign

05Nov
MLP prices were down for a 4th straight week, but counting distributions (and they do still count!) MLPs produced a slightly positive return overall, despite Thursday’s 2% decline.  Strong oil and natural gas prices, solid earnings overall were balanced against tax reform uncertainty and distribution ex-dates, both of which held MLPs back from a more

Week Thoughts: Lower Low, Higher Hope

29Oct
After a brief bout of panic early in the week, and a fresh 52-week low on Wednesday, MLPs bounced a combined 3.2% Thursday and Friday to finish the week down just 1.2%, a third straight weekly decline.  Oil had a very strong week, and is positive on the year for the first time in months.  Propane had an even better week, finishing at $1.00 for the first
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