MLPG News and Press, UBS AG Jersey FR SP REDEEM 09/07/2040 USD 25 - 902641620 From 02/12/22

The February MLP Monthly Report can be found here offering insights on MLP industry news, the asset class’s performance, yields, valuations, and fundamental drivers. Brent crude oil prices touched a seven-year high of $90 as tight supplies and escalating tensions between Russia...

This Thursday, I expect the EIA to report 2,101 bcf of working gas in storage for the week ending Feb. 4. I anticipate seeing a draw of 222 bcf, 72 bcf larger vs. the five-year average for this time of the year. Dry gas production has recovered to 93.7 bcf/d. Over the next 30-...

A recent survey of over 600 financial advisors shows MLPs are known for their income, but their tax advantages are not well-understood. Regarding the ongoing energy transition, survey results suggest that most advisors expect oil and gas infrastructure to continue operating for decade...

This Thursday, I expect the EIA to report 2,312 bcf of working gas in storage for the week ending Jan. 28. I anticipate seeing a draw of 279 bcf, 129 bcf larger vs. the five-year average for this time of the year. Dry gas production has dropped to 91.8 bcf/d - due to pipeline free...

The recent rally in energy prices has improved investor sentiment for midstream assets, even though US oil production remains well below pre-pandemic levels. Natural gas is expected to be a major growth driver for the midstream sector in 2022, and the current supply shortfall makes th...

This Thursday, I expect the EIA to report 3,225 bcf of working gas in storage for the week ending Dec. 24. I anticipate seeing a draw of 137 bcf, 16 bcf larger vs. the five-year average for this time of the year. A near-term low in daily consumption was reached on December 25 (81....

This Thursday, I expect the EIA to report 3,362 bcf of working gas in storage for the week ending Dec. 17. I anticipate seeing a draw of 55 bcf, 98 bcf smaller vs. the five-year average for this time of the year. TDDs should bottom out on Dec. 24-Dec. 25 and should then trend high...

In this article, I review EIA consumption and export figures, look at my estimates for October and November, and conclude with my latest forecast for December, January, and February. On a 12-month average basis, natural gas exports now equate to around 17.61% of total demand - a new a...

This Thursday, I expect the EIA to report 3,412 bcf of working gas in storage for the week ending Dec. 10. I anticipate seeing a draw of 93 bcf, 21 bcf smaller vs. the five-year average for this time of the year. Fundamentally, there is no explicit shortage of natural gas in the U...

OPEC+ agreed to maintain their existing plan to raise oil output by 400,000 barrels per day in January. The U.S., along with India, China, Japan, South Korea, and the U.K., announced coordinated release of oil from reserves to counter accelerating inflation. Midstream MLPs, as mea...