The poor guy probably hasn't seen any light other than that emitted by his monitor in weeks. I've never seen anyone so obsessed. I check the board once in a while and all I see is this dude "kerfinating" all over himself.
I believe your assessment is about right. People fear that demand destruction will hurt the MLPs, but it's all just part of the deal. As demand destruction lowers the price of oil and gas, the lower price will increase demand. The pipelines have shown their ability to generate cash consistently through bull and bear markets, expansions and contractions in the economy, etc. While there is some elasticity in demand, there is not as much as people imagine.
If oil were to remain this high, alternative energy sources would possibly be able to get some traction before lower oil prices kick the legs out from under them. That's the real threat, but it's pretty far in the future. Nat gas is the obvious alternative between now and hydrogen and that is not a threat to pipelines.