Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Equity Bottom-Up

Global X Mlp & Energy Infras / Equity Bottom-Up

<ul>
<li>With oil prices expected to remain under pressure from a persistent supply glut, investors and dealmakers are turning cautious and prioritising capital efficiency.</li>
<li>Private equity-led consolidation in midstream signals growing demand for yield resilience amid falling oil prices and market uncertainty.</li>
<li>MLPX ETF inflows in 2025 highlight investor preference for dependable midstream returns over cyclical energy exposure.</li>
</ul>


With oil prices expected to remain under pressure from a persistent supply glut, investors and dealmakers are turning cautious and prioritising capital efficiency.
Private equity-led consolidation in midstream signals growing demand for yield resilience amid falling oil prices and market uncertainty.
MLPX ETF inflows in 2025 highlight investor preference for dependable midstream returns over cyclical energy exposure.


Capital Shifts Toward Stability as Energy M&A Adapts to Lower Oil Prices