The midstream energy space is generally less vulnerable to fluctuations in oil and natural gas prices. Despite this, the outlook for the Zacks Oil and Gas - Pipeline MLP industry is gloomy. With the conservative spending of exploration and production companies, demand for transportation and storage assets is not going to be lucrative.Despite these developments, players like Enterprise Products Partners LP (EPD) , Energy Transfer LP (ET) and Plains All American Pipeline LP (PAA) are well-positioned to sail t ...

Energy Transfer LP (NYSE:ET) is one of the best cheap stocks to buy for 2026. On January 21, Goldman Sachs increased its price target for Energy Transfer LP (NYSE:ET) to $19.00 from $18.50 and kept a Neutral rating on the stock. The firm attributed the adjustment mainly to the upcoming USAC/J-W Power acquisition in the first quarter of 2026. The other key factor is minor tweaks to assumptions about re-contracting in natural gas liquids (NGLs) and crude oil segments, which led to a roughly 1% rise in longer ...

Core Viewpoint - The energy sector, particularly midstream businesses, offers high-yield investment opportunities for income-focused investors in 2026, despite the overall volatility of oil and natural gas commodities [1]. Industry Overview - The energy industry is divided into upstream, midstream, and downstream segments, with upstream and downstream being inherently volatile due to commodity price fluctuations. In contrast, midstream businesses, which own energy infrastructure assets, are more stable as they primarily charge fees for asset usage [2][3]. Midstream Business Characteristics - Midstream companies connect upstream producers to downstream processors and charge fees based on the volume of energy transported rather than commodity prices, leading to more consistent revenue streams [3]. High-Yield Midstream Options - Three notable midstream companies with attractive dividend yields are Enbridge, Enterprise Products Partners, and Energy Transfer, each offering different risk and yield profiles [4]. Enbridge (ENB) - Current Price: $48.28, Market Cap: $105 billion, Dividend Yield: 5.58%, has diversified operations including oil and natural gas pipelines and clean energy, and has increased its dividend for 30 consecutive years [5][6]. Enterprise Products Partners (EPD) - Current Price: $33.10, Market Cap: $72 billion, Dividend Yield: 6.57%, operates solely in oil and natural gas midstream assets, and has a history of conservative management with 27 years of annual dividend increases [7][8]. Energy Transfer (ET) - Current Price: $18.16, Market Cap: $62 billion, Dividend Yield: 7.25%, has the highest yield among the three but previously cut its distribution in 2020 to strengthen its balance sheet, with plans for gradual distribution growth of 3% to 5% annually [9][10].

Energy Transfer and Enterprise Products Partners have similar distribution growth rates, but one has a higher yield.Enterprise Products Partners (EPD 0.27%) and Energy Transfer (ET 1.68%) are two of the largest midstream businesses in North America. They provide services to energy companies, helping to move oil and natural gas around the world for a fee.While the energy sector is generally pretty volatile, these two master limited partnerships (MLPs) have reliable, cash-generating businesses to back their l ...

Core Viewpoint - Energy Transfer has established itself as a reliable income stock with a distribution yield exceeding 7%, significantly higher than the S&P 500's yield of 1.1% [1][2]. Financial Performance - The latest cash distribution has been raised to $0.335 per unit, which annualizes to $1.34, marking a more than 3% increase from the previous year [3]. - The company has maintained a payout ratio of slightly over 50% of its annual cash flows over the last three years, allowing it to retain billions for expansion and maintain financial flexibility [4]. Growth Prospects - Energy Transfer plans to invest between $5 billion and $5.5 billion in growth capital projects this year, an increase from $4.6 billion last year, with significant projects like the $2.7 billion Hugh Brinson Pipeline and the $5.6 billion Transwestern Pipeline Expansion [6][7]. - Additional potential projects are in development, including the Dakota Access North Project and initiatives to supply gas to new data centers and power generation facilities, which could further enhance growth [7]. Investment Appeal - The consistent increase in distribution makes Energy Transfer an attractive option for investors seeking passive income [8].

Company Overview - Energy Transfer LP (NYSE:ET) operates in the transportation, storage, processing, and marketing of natural gas, natural gas liquids, and crude oil through its pipeline facilities [2]. Investment Insights - The stock has a yield of 7.3%, which is considered very inexpensive, making it an attractive investment opportunity [1]. - The company is viewed positively by market analysts, with recommendations to buy the stock due to its favorable positioning in the market [2]. Market Context - The stock is highlighted as being in a "sweet spot" for investment, indicating strong potential for growth [2]. - There is a comparison made with AI stocks, suggesting that while ET is a solid investment, certain AI stocks may offer greater upside potential and less downside risk [2].

Energy Transfer (NYSE: ET) is going to be a tough stock for some dividend investors to buy. There are good reasons for this, but management insists it has positioned the business for slow and steady growth in the years ahead. If you can look past the history, here's what the next 10 years might look like. Energy Transfer's ugly past Trust will be the biggest issue for conservative dividend investors. In 2020, Energy Transfer cut its distribution in half. That was a difficult time for the energy sector an ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Energy Transfer LP ( ET ) is set to report its earnings in about 3 weeks on February 17th, and while it's not usually actively moving onOakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping reader ...

Key Takeaways EXE, ET and AROC stand out as broker favorites amid oil's volatile price action and sharp reversals.EXE is now the largest U.S. gas producer, backed by unconventional assets and strong broker support.ET and AROC boast resilient midstream models, with no Sell ratings and Strong Buy consensus from analysts.Oil prices have delivered eye-catching gains this month, only to reverse sharply on a day-to-day basis. That combination of strong momentum and sudden pullbacks has made energy investing both ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The global natural gas industry has undergone a complete cycle from demand collapse and low prices to supply shocks and price surges, leading to a structural reshaping of global trade patterns [2][13] - By 2025, the global natural gas market is expected to be in a state of "tight balance" with demand growth slowing to 0.9% and supply remaining tight due to reliance on North American LNG projects [2][4] - The LNG market is entering a "super expansion cycle" from 2026 to 2030, with an expected cumulative addition of approximately 202 million tons of LNG capacity, primarily concentrated in North America and the Middle East [3][47] Summary by Sections 1. Review of 2020-2024: From Supply Shock to Structural Reshaping of Trade Patterns - The global natural gas industry experienced extreme price fluctuations, with TTF spot prices rising from an average of about 4-5 USD/MMBtu in 2020 to 80-90 USD/MMBtu in August 2022, before falling back to around 10 USD/MMBtu by 2025 [13] - The EU's LNG import share increased from 9% in 2021 to about 19% in 2023, while the US became the largest LNG exporter with 88.4 million tons in 2024 [22] 2. Current Situation in 2025: Tight Balance and Regional Demand Differentiation - The global natural gas market is characterized by a "tight balance" with demand growth slowing to approximately 0.9%, driven by high prices and macroeconomic uncertainties [2][4] - North American LNG supply is expected to increase significantly, with major contributions from projects like Plaquemines and Corpus Christi [32][35] 3. Outlook for 2026-2030: Supply Side - LNG "Super Expansion Cycle" - 2026 is projected to be a critical turning point for the global LNG "super expansion cycle," with an expected cumulative addition of about 202 million tons of LNG capacity, representing a 40% increase from 2025 [3][47] - The supply landscape is shifting from a "multi-polar" to a "US-Qatar dual-core" model, enhancing the pricing power of LNG in global markets [3][47] 4. Outlook for 2026-2030: Demand Side - Moderate Growth and Regional Differentiation - Global natural gas demand is expected to grow at a compound annual growth rate of approximately 1.56% from 2025 to 2030, with significant growth in the Asia-Pacific region, particularly driven by China [4][41] - European demand is anticipated to decline due to renewable energy substitution and decarbonization policies, while North American demand growth is projected to be below 1% [4][41] 5. US Gas Prices: Price Upcycle Driven by LNG Exports and Power Demand - The US natural gas market is transitioning from a tight balance to a shortage, with Henry Hub prices expected to rise significantly by 2027, supported by LNG exports and power demand from data centers [5][6] - The cost of new natural gas wells in the US is projected to stabilize between 3-3.5 USD/MMBtu, providing a long-term price floor for Henry Hub [5][6]