LYB - Midstream Q3 2018 Preview: Key Topics For Earnings Calls
By Stacey Morris
Today, we look at key themes that will likely be topics of interest on 3Q18 calls for the midstream space. Energy companies, including midstream names, will typically report in late October and early November. From a macro perspective, we expect attention to focus on Permian differentials and NGL fundamentals. On a more micro level, we expect strategy and structure questions to be a focus for some companies. Additionally, questions around Colorado's Proposition 112 may come up for E&Ps with footprints in the DJ Basin and for midstream companies with exposure there as