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America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors..

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Revising The Gas Outlook Higher

Natural gas prices have been recovering in the US following several months below $2 per Million BTUs (MMBTU). The techniques of horizontal drilling and hydraulic fracturing (“fracking”) have enjoyed steady improvement, allowing break-evens to fall. An additional factor has been associated gas from the Permian in west Texas. E&P companies want oil but they get […]

What’s Next For NextDecade?

NextDecade (NEXT) has drawn plenty of investor questions over the past ten days. It began with their most recent 10Q, filed with the SEC on May 13th. The phrase, “… there is substantial doubt about the Company’s ability to continue as a going concern.” wasn’t pleasant reading for many. How can a company that reached […]

The Inflationary Energy Transition

Ominously for President Biden, opinion polls consistently show voters are unhappy with his economic stewardship. The surge in inflation in 2022 didn’t help, but after believing it to be transitory the Fed responded and it’s now back down. Wednesday’s 3.4% CPI figure isn’t yet at the Fed’s 2% target but is close enough that the […]

A Concentrated Bet On Renewables Stumbles

Costa Rica, a central American country of five million, has a proud history of strong environmental policies. Their electricity comes almost entirely from renewable sources. Hydro is 73%, with geothermal providing most of the rest. Solar and wind are minor. Over the past decade they have reduced oil from 12% to virtually zero. Costa Rica’s […]

A Look Back At Energy Transfer

Energy Transfer (ET) is the pipeline company most often directly owned by the financial advisors we talk to. It seems perennially cheap, and that’s in part due to their controversial history of at times treating themselves better than their other unitholders. They’ve provided plenty of material for this blogger to note how management always seems […]