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  • Kinder Morgan: Looking For Growth Opportunities [View article]
    Halliburton a distressed player?

    Bloomberg: Halliburton asset sales attracting largest industrial companies
    Apr 23 2015
    Apr 24, 2015. 08:34 AM | Likes Like |Link to Comment
  • Martin Midstream Partners declares $0.81 distribution [View news story]
    Mr. Ruben Martin and his Team perform consistently!
    Apr 23, 2015. 09:33 PM | Likes Like |Link to Comment
  • Revisit Your Energy-Income Strategy [View article]
    Integrated/Exploer: Exxon

    Service Company: Patterson UTI for Drilling, Halliburton for Cementing and Cudd for Frac.

    I don't own any of the above, but I wanted to answer your question. I found the above named Service Companies worthy of mention after my 30 years of hiring their services.

    My Energy Exposure is substantial, in the Midstream Space and Domestic (North American).
    Apr 23, 2015. 09:19 AM | Likes Like |Link to Comment
  • Kinder Morgan: Looking For Growth Opportunities [View article]
    Albert,

    Mr. Kinder just commented on $100 Billion upside from Petrochemical expansion in the GOM. NGLs are a predominant feedstock for the Petrochemical Plants.

    Who are the top NGL extractors nearest the GOM Petrochemical expansion opportunity? Those making that list may be on his acquisitional radar?
    Apr 23, 2015. 04:14 AM | Likes Like |Link to Comment
  • TC Pipelines: Recent GTN Acquisition Is Immediately Accretive And A Positive Catalyst [View article]
    MF,

    Rich Kinder just indicated a $100 billion upside from the expansion from the Petrochemical space, predominantly located in the GOM.

    NGLs are a major feedstock for the Petrochemical space. What percentage of TCP's revenues are derived from NGLs?
    Apr 23, 2015. 04:04 AM | Likes Like |Link to Comment
  • MKM Partners chief technician offers MLP buy and sell selections [View news story]
    The author did nail NRP. Their announcement yesterday to reduce the distribution by 75% brought on a substantial Sell Off.

    Maybe he will move NRP to the buy side now?

    I was a holder and got my head handed to me yesterday.
    Apr 23, 2015. 03:51 AM | Likes Like |Link to Comment
  • MKM Partners chief technician offers MLP buy and sell selections [View news story]
    Mike,

    Great distribution credited yesterday by MLPL. MLPL is beat down and may offer upside? I am a holder.
    Apr 23, 2015. 03:49 AM | Likes Like |Link to Comment
  • North American pipeline flows changing dramatically, Kinder says [View news story]
    The $100 billion opportunity in Petrochemical growth will likely remain a consumer of NGLs as their primary inlet feed. NGLs usually are the product owned predominantly by the Pipeliner/Gas Plant and not necessarily a tariff based income to the NGL owner. It is a product shipped like oil and priced like oil. The Pipeliner/Gas Plant owners, like KMI and DPM, will be the main revenue beneficiaries of increasing NGL demand. Therefore, the shorter transporting distance the higher the margin on NGLs. The GOM is the predominant location of the Petrochemical Plants. One would believe Nat Gas from oil and gas wells in the southern states would be the most profitable for NGL extraction. The Utica/Macellus abundance may not offer as much NGL profit versus wellhead reserves from Texas, Louisiana, Oklahoma, New Mexico, etal?

    The NGL market can become a major profit source versus tarriff revenue for the Pipeliner/Gas Plant owners. I believe DPM and KMI are the NGL Kings.

    Long DPM for the NGL upside Rich Kinder notes herein.
    Apr 23, 2015. 03:25 AM | Likes Like |Link to Comment
  • Equity CEFs: The Insanity Of CEF Investors - Part II [View article]
    Jerbear,

    It is the leverage versus interest rate dilemma keeping further investment in the Muni CEF and ETF space. Owning the Bonds outright appealing but that market is really picked over.
    Apr 23, 2015. 02:56 AM | 1 Like Like |Link to Comment
  • U.S. Oil Production Has Started Its Decline [View article]
    Moon,

    What will the Saudi Suni Nation do when the two sleeping giants start exploiting their vast hydrocarbon deposits?

    China and India are assessing their own exploitation. Such moves to energy independence by these Giants offers a GDP cycle that could last for decades.

    Then comes the efficiency curve offered by Tesla, now GM etal. Says the Electrical Grid may become equally important to the Pipelines. So many Capitalistic investment opportunities!!!
    Apr 23, 2015. 02:14 AM | Likes Like |Link to Comment
  • Bloomberg Analyst Returned From China 'Terrified For The Economy' [View article]
    Look at what the Chinese are buying more of. It appears the Chinese are growing. As to the threat of collapse from various Bubbles, I fear little due to their ability to dodge such bullets.

    The evidence comes from their increasing importation of Crude Oil and LNG. The unconventional Chinese Shale Gas and Oil reserves are suspected to be vast, along with conventional reservoirs, all in various stages of assessment. The Chinese are forward thinkers and know the next GDP opportunity is in their domestic exploitation associated with Drilling, Pipelines, Refineries and Petrochemical Plants. The VAST land mass called China has huge hydrocarbon deposits waiting on the drill bit.

    India is another sleeping giant relative to undeveloped hydrocarbon deposits. The lack of adequate infrastructure requires tremendous investment to utilize what the drill bit finds.
    Apr 23, 2015. 01:56 AM | 1 Like Like |Link to Comment
  • Pioneer CEO: Chances of lifting oil export ban are increasing [View news story]
    J-Walker,

    Enbridge is currently importing Canadian heavy crude to Cushing in their extensive pipeline/pump station infrastructure. It appears a substantial amount of their CapX is currently appropriated to double/triple importing Canadian heavy crude in the near future. Domestic Refinery demand for the Canadian heavy crude is at least constant if not increasing. I am playing this demand for Canadian heavy crude with EEQ.

    Another area of increasing demand is from Petrochemical demand for Natural Gas Liquids "NGLs". NGLs are extracted from the currently abundant Nat Gas production. The NGLs are a readily available plant feed for the Petrochemical Industry. DPM is a major long term extractor/pipeline transporter of NGLs to the Petrochemical space.
    Apr 23, 2015. 01:29 AM | Likes Like |Link to Comment
  • Revisit Your Energy-Income Strategy [View article]
    Adam,

    You are in my wheel house with this article, love it!! Keep on in this space please!

    Midstream:
    DPM is my #1 holding, EEQ #2, GER & TPZ (CEF) #3 and WPZ #4
    I hold MMLP too but not a real pipeliners, more diversified.

    Rich Kinder's KMP & EPB were sold last year to bank a nice profit. Tuesday a week ago had me sweating in the CPA's office. May get back in his KMI.

    Upstream:
    Using the CEFs to spread the risk. Tortoise and Kayne have done me well. Goldman's GER is new and appears to be finding a bottom?
    Apr 22, 2015. 03:56 PM | Likes Like |Link to Comment
  • A Surprising Oil Hotspot Brewing In America [View article]
    DPM just commissioned a $200 million pipeline project serving the GOM.
    Apr 22, 2015. 10:01 AM | Likes Like |Link to Comment
  • API Data Show More Inventory Build In U.S. Crude, Gasoline And Distillate [View article]
    Yikes, WTI about to search for a lower bottom? Rig Count may counter the build?
    Apr 22, 2015. 09:59 AM | Likes Like |Link to Comment
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