Our Research

**Excel Data for ~200 Corporates + Historical Numbers Available Upon Request*** See within for key stock & sector observations. We have also identified implied pair trades based on some of the moves in w/w short…

Please continue filling out our 2024 Outlook survey. Thx to the almost 100 responses already! Remember this is 100% anonymous (we run this through surveymonkey) and the link works on all mobile devices. So as…

Yesterday, we hosted Michael Panas of NGLS Strategy for a virtual client call focused on the Global Gas Liquids & Ammonia Trade Outlook. Specifically, Michael focused on four key topics: LPG Outlook (focused on 2024)…

**Excel Data for ~200 Corporates + Historical Numbers Available Upon Request*** See within for key stock & sector observations. We are also adding comments around likely implied pair trades, based on some of the moves…

Within please find a collection of news for the week. As always, please let us know if you would like to catch-up! ***For this week we are including a special category of interesting headlines following…

We spent the week in NYC meeting with investors. Some of the more interesting discussions revolved around… Positioning into 2024, specifically around preferred Energy subsectors and fitting pairs. Thoughts on the commodities and recent weakness…

**Excel Data for ~200 Corporates + Historical Numbers Available Upon Request*** See within for key stock & sector observations. Please note at the time of writing, the author currently holds: 1) a ‘short’ position in…

Within please find a collection of news for the week. As always, please let us know if you would like to catch-up! We only include links to news sources that do NOT require you to…

Within please find a collection of news for the week. As always, please let us know if you would like to catch-up! We only include links to news sources that do NOT require you to…

Within we provide investor feedback on the TRP Analyst day + Spin-Cos as well as some quick thoughts on ENB guidance. We include an updated look at Active Shares on Loan (SOL) utilization for both…

…but don’t worry! We have some really cool enhanced internal controls in place now to ensure a return on that capital.‘ Put us in the more cynical camp, as shares of TRP are up ~2%,…

***Excel Data for ~200 Corporates + Historical Numbers Available Upon Request*** See within for key stock observations. Please note at the the time of writing, the author currently holds: 1) a ‘short’ position in shares…

We are excited to announce our upcoming virtual expert speaker conference call on the Panama Canal, Global LPG, Ethane, Ethylene & Ammonia featuring Michal Panas of NGL Strategy (NGLS). We are including Michael’s bio below….

Within please find a collection of news for the week. As always, please let us know if you would like to catch-up! We only include links to news sources that do NOT require you to…

Hope you had a nice (Holiday shortened) week! We hosted a great call with Steve Trauber this past Tuesday, discussing all things Energy M&A. What made this call extremely unique and differentiated versus traditional Bulge…