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Energy infrastructure: Valuations low, fundamentals sound

Why midstream may be an attractive space in today's expensive market.

Energy market commentary: April 2021

The composition of oil supply and demand has shifted significantly over the past year.

Energy market commentary: April 2018

Energy markets broadly rebounded in April on the heels of increasing commodity prices and improving fundamentals.

Energy market commentary: April 2019

Energy space mostly flat in April | How high are midstream correlations?

Energy market commentary: April 2020

The energy sector rebounded in April along with the market. Midstream was the top performer in the energy sector, with MLPs posting a record monthly return. WTI futures went negative for the first time ever amid an unprecedented demand shock brought on by COVID-19.

Energy market commentary: August 2021

Green hydrogen may be a long way off, but could be the wild card in decarbonization.

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.

Energy market commentary: August 2019

Energy markets fall as economic uncertainty intensifies | Crude oil: Two steps forward, two steps back

Energy market commentary: August 2020

Despite stock prices that remain well below early 2020 levels, midstream earnings expectations have held up well.
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