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Featured Content
Video Presentations
Midstream Update: Key Points, Third Quarter 2024
Video summary of our Midstream Update newsletter for the third quarter of 2024
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 11 – Midstream Capital Structure
Investigation into the investment decision, funding decision and return of capital decision
Midstream Update: Key Points, First Quarter 2024
Video summary of our Midstream Update newsletter for the first quarter of 2024
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 10 – Midstream Capital Allocation Overview, Part II
Deeper dive into key considerations of allocation decisions and focus on Chickasaw’s own allocation preferences
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 9 – Midstream Capital Allocation Overview, Part I
Review of the historical shift to capital expenditures through to the current prioritization of higher returns and investor value
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 8 – Liquefied Natural Gas (LNG) Market Overview
Coverage of the liquefied natural gas (LNG) lifecycle, from liquefaction to regasification, and its global market dynamics
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 7 – Demand Forecast 101
Discussion of Midstream companies’ role in future energy demand in the context of the U.S. Energy Information Agency’s Annual Energy Outlook through 2050
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 6 – Exports 101
Exploration of the mission-critical role that Midstream companies play in satisfying increasing international demand for U.S. raw and finished hydrocarbon products through exportation
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 5 – Natural Gas Liquids (NGLs) Market Overview
The nature of NGLs along with their value chain, applications and supply/demand factors and status
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 4 – U.S. Natural Gas Market Overview
A look at the dynamic evolution of the natural gas market in the U.S., spanning its array of applications and forecasted growth
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 3 – Crude Market Overview
A look at global crude supply, demand and forecasts for the future – along with the factors that affect all three
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 2 – Long-Term Drivers
Long-term drivers for Midstream equities through the lens of the EIA Annual Energy Outlook and the energy transition
The Evolution of Midstream Energy Infrastructure: Poised for the Transition, Episode 1 – Midstream 101
An overview of the history of Midstream and the current outlook for investment in the sector
Chickasaw Discussion Series: Episode 3
Discussion with Alan Armstrong, Chief Executive Officer, Williams Companies Inc. (NYSE: WMB)
Chickasaw Discussion Series: Episode 2
Discussion with Jennifer Kneale, Chief Financial Officer, Targa Resources Corp. (NYSE: TRGP)
Chickasaw Discussion Series: Episode 1
Discussion with Aaron Milford, Chief Operating Officer, Magellan Midstream Partners (NYSE: MMP)
Slide Presentations
Energy Infrastructure Highlights: November 2024
The key factors that drive investment in energy infrastructure
Why energy infrastructure?
Energy Infrastructure is the lifeblood of the global economy. The systems powering our business, industry, transportation, technology and daily lives are universally valued and compelled to evolve in order to meet ever-increasing demand.
Team Member Showcase
ROBERT M.T. WALKER is a Principal at Chickasaw Capital Management, LLC where he leads the firm’s research efforts. He is a member of the firm’s Investment Committee. Robert started his investment management career in 1999 with Haas, Incorporated, a family office in Memphis, and was an analyst with Trinity Capital, an equity hedge fund, before joining Chickasaw. He received …