The largest midstream MLP hasn’t provided much cheer lately, but the next year is already looking brighter. Read More
Analysis
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Clear FilterEnergy Transfer’s Dakota Access faces another delay after rejection by the feds, but Trump’s support for the pipeline buoyed the stock. Read More
Kinder Morgan won approval to expand Trans Mountain and Enbridge to replace and enlarge a key link in its system. But a new route sought by Enbridge was turned down. Read More
If the Saudis get the production curbs they’ve sought, U.S. shale drillers will be the real winners. Read More
Our analysis in the wake of the election shock focuses on oil’s upside from a broken Iran deal and on the president-elect’s support for coal mines and energy pipelines. Read More
Energy Transfer Equity got a huge boost last week as election results relieved concerns about the Dakota Access pipeline protests and weak earnings. Read More
Enbridge Energy Partners declared another meaty distribution and forecast annual results at the high end of prior estimates. Read More
After shedding debt and wiping out shareholders, some coal miners have exited bankruptcy with much improved near-term prospects. We have three new picks, an upgrade in natural gas and a review of the oil and gas sectors. Read More
With sluggish earnings slowing the push to pay down debt, management is interested in selling a stake in its Trans Mountain pipeline expansion. Read More
While natural gas prices have nearly doubled since May, the stocks of most Appalachian producers have declined. EQT remains our favorite. Read More
The energy sector’s lift from the pending OPEC cut is proving short-lived, but the bulls will be back. In the meantime, we’ve chased down two fat yields. Read More
It’s time to take partial profits on a pair of big recent winners. Read More
Beware OPEC promises and simplistic timing systems. This income play poised to grow with U.S. production is a much better bet. Read More
Talk of coordinated production cuts by the exporters’ cartel will benefit shale producers and their midstream services providers. Read More
The latest soap opera installment features another unhappy suitor for the midstream giant. Read More
West Texas has become an oil money magnet. Plus: Don’t give up on pipelines. Read More
The Dakota Access Pipeline’s Missouri crossing is on hold after the Obama administration intervened. But there were other prompts for the recent pullback by midstream equities. Read More
The all-stock merger will create a broadly diversified pipeline giant, but we’re even higher on an affiliate with comparable prospects and less risk. Read More
The Bakken-to-Gulf crude link should survive late legal challenges, to the benefit of Enbridge Energy Partners and other investors. Read More
With recent picks on a tear, we’re not backing down. An MLP with a double-digit yield from long-term pipeline contracts is our newest portfolio addition. Also: The robot cars are here. Read More