Energy infrastructure companies are known for their free cash flow generation and generous, growing dividends. But what are the long-term growth drivers for these businesses and how do structural trends in energy benefit midstream/MLPs?
VettaFi provides an overview of the Marcellus and Utica shale.
Midstream’s second quarter earnings calls reinforced the positive outlook for US natural gas demand driven in part by expected power demand from data centers. This note discusses the advantages of natural gas for data centers, additional factors contributing to demand growth, and how midstream is uniquely positioned to benefit from these trends.
Oil prices have been resilient in 2024, and US natural gas prices have staged an impressive rebound. Oil demand remains in focus for energy markets, even as natural gas sees new long-term structural demand drivers.
VettaFi discusses the impact of hurricanes on energy companies — upstream, midstream, and downstream.
VettaFi discusses the upcoming election and potential implications for the energy sector.
Midstream is a unique part of the energy sector, in part because of their fee-based business models. This has allowed the midstream to generate free cash flow despite the volatility in broader commodities pricing. Midstream companies have strong free cash flow outlooks, and dividend growth has contributed to some tailwinds.
VettaFi discusses changes in the MLP/midstream investment product landscape.
Often, investors ask us about the remaining useful life for pipelines and whether these assets will become stranded as renewable energy and electric vehicles gain traction.
Many midstream companies provide guidance for the year ahead, but a select group also offer EBITDA growth guidance or targets for the next few years. Visibility to future EBITDA growth provides important context for dividend growth.
Energy infrastructure companies are well known for their income potential. Importantly, their yields do not fluctuate with interest rates. For investors looking for other sources of income when interest rates fall, energy infrastructure bears consideration.
Income investors have an overwhelming number of investment options today. The menu ranges from traditional fixed income to equity investments like REITs to innovative covered call ETFs to more exotic vehicles.
Energy infrastructure has enjoyed tailwinds in recent years from solid free cash flow generation and positive dividend trends. Will 2024 bring more of the same? Join the experts at VettaFi and SS&C ALPS Advisors for a webcast covering the midstream/MLP outlook for 2024.
Plains All American (PAA/PAGP) is a well-known name in energy infrastructure. With an oil and natural gas liquids footprint extending from Canada to the Permian, Plains can provide unique insights into the North American midstream landscape.
Join the experts at SS&C ALPS Advisors and VettaFi for a discussion with management from Plains All American on November 7th at 12:30 pm ET.
Few areas of income offer the staying power associated with energy infrastructure, yet many advisors remain unexposed to the sector. Energy infrastructure may hold up well in the face of rising rates, unlike some other income investments.
Join the experts at VettaFi and SS&C ALPS Advisors for a livecast exploring income potential from midstream MLPs and corporations.
Magellan Midstream Partners’ (MMP) pending merger with ONEOK (OKE) is a blockbuster transaction in the midstream/MLP space. This timely event will provide key insights into the rationale for the deal ahead of the merger vote. Join the experts at SS&C ALPS Advisors and VettaFi for a discussion with Magellan’s President and CEO Aaron Milford on August 17th at 12:30 p.m. ET.
Join the experts at VettaFi and SS&C ALPS Advisors for a webcast covering the energy fundamentals supporting the midstream investment case.
The US provides critical energy exports to the rest of the world, and midstream facilitates these exports. Liquefied natural gas and natural gas liquids could be part of an under-the-radar growth story.Join the experts at SS&C ALPS Advisors and VettaFi to learn more about looking beyond natural gas in a LiveCast on Monday July 10th, 12:30 pm ET.
After an outstanding 2022, global liquefied natural gas (LNG) prices have weakened in 2023. However, the long-term outlook for LNG remains constructive as customers continue to sign 20-year purchase agreements with US exporters. This note discusses growing US LNG export capacity and how this benefits midstream companies.
Exposure to MLPs and Midstream can help investors enhance their income generation and enjoy diversification benefits. Join the experts at VettaFi and SS&C ALPS Advisors for a webcast covering the terrific yield potential in energy infrastructure.
Energy infrastructure has long attracted investors seeking income, but there are other notable investment benefits for today’s volatile markets. Energy infrastructure companies generate stable cash flows from fee-based businesses resulting in more defensive energy exposure.
Stacey Morris, director of research at Alerian and Alerian Midstream Energy Dividend UCITS ETF comments on what the Ukraine war means for US energy.
To reap the potential tax benefits of MLP investing and to make sure the allocation is meeting an investor’s needs, it’s important to understand the nuances of MLP investing.
Energy infrastructure has long been attractive for its generous yields, but it offers other benefits that are particularly relevant today, including real asset exposure in an inflationary environment.
The global energy landscape has changed dramatically over the last decade, primarily as a result of the significant growth in production and exports of oil and natural gas from the United States. Energy infrastructure companies have played a significant role in facilitating the growth of US energy production and moving the US towards energy independence all while generating fees that support generous dividends. Here to discuss the income opportunity and current tailwinds for the energy infrastructure and MLP space is Stacey Morris.
Midstream energy infrastructure offers income potential complemented by macro and company-level tailwinds. In this webinar, we will discuss how the improving energy landscape benefits midstream, what the Biden Administration’s policies mean for the space, and why increasing free cash flow generation represents a key positive development. Our presenters will review the timely trends across the sector and how an allocation to midstream could enhance overall portfolio income and performance.
