ENFR News and Press, Alerian Energy Infrastructure From 05/11/22

Revenue surged relative to Q1 of last year, but net income and CFO were flat. Operating expenses are climbing steadily and eroding margins. Expect mid-year rate increases to offset some of these trends. For further details see: Enterprise Products Partners: Interstate Pi...

Macro tailwinds from higher commodity prices and solid operational execution contributed to a strong 1Q22 earnings season for energy infrastructure companies. Many names raised their financial guidance for 2022 or indicated that they see results trending above their forecasts, thanks ...

Targa Resources reported strong first-quarter results on the financial and operational fronts. In recent months, management has proven superb at allocating capital for shareholders. Investors should use the selloff to buy TRGP shares. For further details see: Targa Resou...

Enterprise Products Partners continued to demonstrate the financial strength, stable cash flows, and growth that have made it a core income holding. EPD saw volume growth across the board, which drives cash flows for the company. The company is likely to deliver further growth ove...

When it comes to oil and gas, supply can be effectively controlled, but its cousin "demand" will rear its stubborn head for decades. Thanks to years of nagging by Wall Street, Oil and Gas are among the most shareholder-friendly industries. Investing in Natural Gas through midstrea...

TUSK continues to struggle to collect the debt owed by PREPA. With the exception of sand sales, It's business is down year over year at a time when most OFS and infrastructure companies are booming. We see no reason to buy TUSK and rate them as a Strong Sell. For further det...

ONEOK's results overall showed the stability that we have come to expect from it in addition to showcasing some growth potential. ONEOK's primary operating area in the Williston Basin is seeing strong natural gas production growth, which we can see in the company's volumes. ONEOK ...

Year-to-date returns from typical income investments have been mixed. That said, income investments have generally outperformed the -12.9% decline in the S&P 500 on a total return basis through April. Income investors may be taking a closer look at their portfolio positioning ...

This report seeks to provide macro-level data and insights across several income-oriented asset classes and strategies. The Fed was forced to play catch up after leaving loose monetary policies in place, despite inflationary pressures spreading across the global economy. Volatilit...

While recent, counter-seasonal price spikes have made headlines, the long-term fundamental outlook for US natural gas remains strong. For midstream, the expected growth in natural gas production and demand will require additional energy infrastructure, including pipeline and processin...