CTR - Back To Basics: The MLP And Midstream Investment Thesis
By Stacey Morris
Given oil price volatility and the recent roller-coaster ride in the broader market, it seems like an opportune time to get back to the basics of MLP and midstream investing. Key to the investment thesis for midstream is the expectation for growing energy supply from the US and Canada to meet rising global energy demand. Connecting growing domestic energy production with local and global demand requires midstream energy infrastructure - pipelines, storage, export terminals, and processing capacity (natural gas processing and fractionation capacity for processing natural gas liquids). Midstream MLPs and corporations