Insights

Showing 31–36 insights out of 44 results
Energy market commentary

Energy market commentary: January 2019

Energy markets recovered meaningfully as oil prices bounced back from December lows. Oil prices were supported by OPEC+ production cuts and U.S. sanctions on Iran and Venezuela. The wave of MLP simplifications is in its later stages and may be a positive for investors going forward.

Energy market commentary

Energy market commentary: December 2018

Energy markets declined sharply as oil prices fell and equity markets sold off. Crude oil fell another $5.26/bbl amid continuing concerns of a supply glut. The recent energy sell-off has pushed midstream valuations to multi-year lows.

Energy market commentary

Energy market commentary: November 2018

Oil prices plummet while energy assets fall more modestly. Midstream company results continue to belie market performance.

Energy market commentary

Energy market commentary: October 2018

Each energy sector sold off with the rest of the market in October. Crude oil prices saw their largest monthly decline since 2015, but are still up $5/bbl since the end of 2017. While October saw a reversal of some positive market trends, we believe long-term midstream fundamentals remain supportive.

Energy market commentary

Energy market commentary: September 2018

Upstream and integrated oil companies bounced back in September while midstream performance was negative. Risks in Colorado weighed on midstream sentiment. Retail investors are increasingly using funds to access the energy infrastructure space.

Energy market commentary

Energy market commentary: August 2018

Upstream and integrated oil companies struggled in August while midstream performance was mixed. MLPs continued their strong run as sentiment has turned more positive. Positive fundamentals drove solid Q2 earnings for many midstream companies.

Showing 31–36 insights out of 44 results

Search our site