Midstream Energy: 2021 Outlook and the Investment Case Beyond Income

Presented by

Stacey Morris, Director of Research Alerian, Jeremy Tonet, Senior Research Analyst at J.P. Morgan and Faisal El-Hakim, HANetf

About this talk

2020 has affected industries in ways that could not have been predicted. In March 2020, midstream hit record lows as the impact of Covid-19 weighed heavily on the energy space and oil prices tumbled. Midstream, however, has performed defensively this year relative to other energy sectors due to more stable cash flows, which support attractive dividends. Midstream companies, whether structured as Master Limited Partnerships (MLPs) or C-Corps, play a vital role in connecting energy production in the US and Canada with domestic and global demand by transporting, processing, and storing oil, natural gas, and natural gas liquids. Looking to 2021, midstream is well positioned to generate meaningful free cash flow given the combination of stable cash flows and reduced capital spending plans. Several buyback authorizations in recent weeks are further evidence of the free cash flow opportunity for the space. These tailwinds and an ongoing macro recovery create a compelling investment case for 2021 supported by other improvements such as cost reductions and progress with ESG-related initiatives. Join us for a panel discussion with midstream experts Stacey Morris, Director of Research at Alerian and Jeremy Tonet, Senior Research Analyst covering North American Utilities, Energy Infrastructure and MLPs at J.P. Morgan. We will be discussing: - The midstream energy investment case - The midstream energy 2021 outlook - ESG considerations in midstream - The Alerian Midstream Energy Dividend UCITS ETF: background, strategy - Q and A
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HANetf is an independent ETF provider founded by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski, to challenge conventional approaches to ETF product development and create distinctive opportunities for investors. HANetf’s unique UCITS ETF range is the result of close collaboration with leading asset managers that leveraged HANetf’s full-service white-label ETF platform to simplify the set-up, launch and distribution of their investment ideas.