AM News and Press, Antero Midstream Partners LP representing limited partner interests From 05/18/20

Crude oil was on fire today. WTI, the leading U.S. oil price benchmark, rose as much at 12.5% by 2:45 p.m. EDT on Monday and closed above $32 a barrel. Meanwhile, the global oil benchmark price, Brent, rallied about 7.5%, closing around $35 a barrel.  That big uptick in oil prices fuele...

The streak is over, midstream stocks traded down for the first time in 7 weeks. But positive sentiment for energy stocks due to higher oil prices helped MLPs (and to a lesser extent broader midstream stocks) outperform utilities and the S&P 500 slightly this week. The inventory report We...

To the surprise of many market participants, including myself, the U.S. market continued to rally last week with the beaten-down Russell 2000 index, which represents small cap companies, registering a gain of 5.2% and the Nasdaq close behind with a gain of 4.7% for the week. Over the last mont...

Shares of  natural gas  producer  Antero Resources  (NYSE: AR) and its  midstream  arm  Antero Midstream   (NYSE: AM) have endured some epic volatility this year. They both cratered more than 50% in March only to rebound a jaw-dropping ...

Midstream rallied for a 6th straight week, but this week was different than the prior 5. This week's rally was led by larger, more integrated players in the U.S. and Canada, not by gathering and processing MLPs. This week was less about bottom fishing or short covering. Broad equity market str...

Markets have settled and recovered from the initial shock of the coronavirus spread and the response of governments around the US and the world to lock down the economy. But while the major US indices have approached, if not quite matched, the fabled v-shaped recovery, there are still plenty o...

Moving into the late stages of 1Q20 earnings season for midstream, financial guidance updates have varied, but the overall outlook for midstream has been much better than other energy sectors, which have seen analysts' forward EBITDA estimates for 2020 and 2021 nearly halved ( read more ). Mid...

Antero Midstream ( AM -10% ) sinks following the disclosure of recent share sales ( I , II ) by CEO Paul Rady and co-founder Glen Warren, who dumped a combined ~28M shares valued at $115M. More news on: Antero Midstream Corporation, Antero Resources Corporation, Read more ...

Recent interview with Hot Take Of The Day's David Ramsden-Wood. Core investment theses as summarized by DRW: 1) the marginal cost of a barrel of oil in the world is much higher than the current price, biasing towards $50-60 oil or higher 2) unconventional (shale) companies were in...

SAExploration Holdings (NASDAQ: SAEX ) -25% . More news on: SAExploration Holdings, Inc., My Size, Inc., Pinterest, Inc., Stocks on the move, , Read more ...