Texas Bankruptcies Triggered by February’s Severe Cold Snap Brazos Electric Power Cooperative Inc., which supplies electricity to more than 660,000 consumers across the state of Texas, is one of dozens… read more →
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Vantage Point Advisors’ Energy Blog February 2021
2021 Outlook: Learning to Fly Credit Suisse’s Report on US Midstream and Master Limited Partnerships In my opinion, this team of analysts did a great job of summarizing the… read more →
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Vantage Point Advisors’ Energy Blog January 2021
Wells Fargo Securities Supports NAV Metric to Value E&P Companies [1] In 2021, many investors are looking forward to a cyclical recovery that boosts energy commodity prices. Over the past… read more →
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Vantage Point Advisors’ Energy Blog December 2020
New Math? Shale Oil / Covid-19 = OPEC+ According to Bloomberg News,[1] “A devastating global pandemic and a reckoning with Wall Street appear to have broken the resolve of the… read more →
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Vantage Point Advisors’ Energy Blog November 2020
Energy Dividends Require Positive Free Cash Flows Energy Transfer just announced it was reducing its dividend by 50% starting with the quarterly payment being paid this month. Although the market… read more →
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