USD Partners: Massive Contract Win, Yet No Reaction
Prior to recent news, I viewed USD Partners as one of the most compelling short opportunities in midstream heading into 2020. Crude by rail is, in my opinion, a disadvantaged asset destined for poor margins. Management pulled off a heck of a move recently to combat that. For those bearish on Canadian pipeline capacity for the very long term …
News story posted on 2019-12-23T02:04:00.0000000Z
