HeyJaredMLPguy Week Thoughts
Weekly updates on Midstream stocks and MLPs, including stock action, transaction news and commentary.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 26, 2026
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- Jul 4, 2026
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Week Thoughts: Boiling Point (opens the original)
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It seems like another week of spiking interest rates may have caught up with the midstream sector. Oil prices being down nearly 8% this week added extra pressure on energy and midstream stocks that wasn’t there last week when oil was at $100/bbl. Refinery stocks were hammered as well this week as diesel export ban headlines dominated. Natural gas rallied, which was nice, and helped some rotation into natural gas related names that relatively outperformed this week. But even relative outperforman
Week Thoughts: Midstream Takes a Hike (opens the original)
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Rate hike week was not great for midstream. Higher rates are not as bad for midstream as they are for some other securities. Midstream companies tend to have inflation escalators in their contracts, and they also tend to grow in general. In addition, midstream balance sheets are generally strong with mostly fixed interest rates. Rate increases can lead to demand destruction, but seems like there would be other sectors that would be negatively impacted more than midstream if things played out tha
Week Thoughts: Safety in MLPs (opens the original)
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Things escalated this week. Oil prices closed the week above $100/bbl, and the 10-year interest rate spiked and closed at almost 5.00%. That doesn’t feel like a great backdrop for much of anything in the stock market, but MLPs were an ok place to be this week, and they’ve been a great place overall this year.
Week Thoughts: Staying Busy (opens the original)
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The stock market was little changed this week. Within the S&P 500, energy stocks was the best performing sector. Oil prices were up big, interest rates drifted higher. Midstream outperformed as well. There was unusually significant news for the last week of the summer, including a big M&A deal, another big financing deal, and a notable guidance revision.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!q4d-!,f_auto,q_auto:good,fl_progressive:steep/https%3
Week Thoughts: Midstream Leads in Quiet Week (opens the original)
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Energy stocks lagged the S&P 500, which itself was positive, helped by strength in technology stocks. Oil prices were lower on some de-escalation vibes coming through in headlines out of the Middle East. Despite all of that, MLPs and midstream stocks were positive and finished the week with better returns than the broad equity markets. Midstream benchmarks showing more correlation to technology stocks than oil prices, which was good this week!<a class="image-link image2 is-viewable-img" href="ht
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