- Midstream companies have largely been positive on upstream consolidations, as the combined entities result in stronger customers, but management commentary on midstream consolidation has varied.
- As of the end of October, 34 of the 39 dividend-paying names in the Alerian Midstream Energy Index have declared their 3Q payouts, with 29 maintaining, 3 growing, and 2 cutting sequentially.
- Discussion of the energy transition and opportunities in renewables have shifted from the Q&A portion of 2Q20 calls to the prepared remarks for 3Q20.
For further details see:
Midstream/MLP Earnings So Far: M&A, Dividends, Buyback And ESG