Group 1: Investment Ideas from Warren Buffett's Portfolio - Warren Buffett's portfolio includes publicly traded stocks and entire companies, with a focus on high-yield investments as August begins [1] - Chevron is highlighted as an attractive energy choice due to its diversified portfolio and improved outlook, with a dividend yield of 4.3% compared to Exxon's 3.5% [4][3] - Chevron has a history of increasing its dividend for 38 consecutive years, making it a strong long-term investment option [4] Group 2: Midstream Investment Opportunity - Buffett has heavily invested in the midstream sector, which generates reliable cash flows from fees collected from customers [7] - Enterprise Products Partners offers a 6.9% distribution yield and has increased its distribution for 26 consecutive years, appealing to income investors [8] - Enterprise has a strong balance sheet with a distributable cash flow covering its distribution by 1.7x, providing stability against potential adversities [9] Group 3: Long-Term Investment Strategy - The investment philosophy of Buffett emphasizes long-term holding of stocks to benefit from business growth, suggesting that Chevron and Enterprise should be viewed as core long-term holdings [11]

HOUSTON, Aug. 01, 2025 (GLOBE NEWSWIRE) -- Kayne Anderson Energy Infrastructure Fund, Inc. (the “Company”) (NYSE: KYN) today provided a summary unaudited statement of assets and liabilities and announced its net asset value and asset coverage ratios under the Investment Company Act of 1940 (the “1940 Act”) as of July 31, 2025. As of July 31, 2025, the Company’s net assets were $2.4 billion, and its net asset value per share was $13.93. As of July 31, 2025, the Company’s asset coverage ratio under the 1940 A ...

Core Insights - Antero Midstream Corporation (AM) reported Q2 2025 earnings per share of 26 cents, exceeding the Zacks Consensus Estimate of 24 cents, and up from 18 cents in the same quarter last year [1][11] - Total quarterly revenues reached $305 million, surpassing the Zacks Consensus Estimate of $292 million, and increased from $270 million year-over-year [1][11] Operational Performance - Average daily compression volumes were 3,447 million cubic feet (MMcf/d), up from 3,246 MMcf/d a year ago, and above the estimate of 3,341 MMcf/d; compression fees increased to 22 cents per Mcf, a nearly 5% rise from 21 cents [3] - High-pressure gathering volumes totaled 3,221 MMcf/d, an 8% increase from 2,994 MMcf/d year-over-year, also exceeding the estimate of 2,943 MMcf/d; average high-pressure gathering fees rose to 23 cents per Mcf from 22 cents [4] - Low-pressure gathering volumes averaged 3,460 MMcf/d, up from 3,258 MMcf/d a year ago, but below the estimate of 3,481 MMcf/d; average low-pressure gathering fees remained flat at 36 cents per Mcf [5] - Freshwater delivery volumes were 98 MBbls/d, a 21% increase from 81 MBbls/d in the prior-year quarter; average freshwater distribution fees rose to $4.37 per barrel from $4.31 [6] Operating Expenses - Direct operating expenses increased to $63.1 million from $56.4 million year-over-year; total operating expenses rose to $119 million from $117 million in the same period of 2024 [7] Balance Sheet - As of June 30, 2025, the company reported no cash and cash equivalents, with long-term debt amounting to $3,024 million [8] Outlook - Antero Midstream projects adjusted net income for the year to be in the range of $510-$550 million, with capital expenditures expected between $170-$190 million [9]

This MLP is an income-producing machine. MPLX (MPLX 0.75%) offers investors the best of both worlds. The master limited partnership (MLP) pays a high-yielding dividend (over 7%) and has a healthy growth profile. The company's growth drivers have helped fuel a steady rise in its distribution. The MLP has added a lot more fuel to its growth engine this year. The latest addition is its nearly $2.4 billion acquisition of Northwind Midstream. It further enhances the company's ability to increase its high-yieldin ...

These features make the MLP an appealing option for those who are seeking a growing passive income stream and are comfortable receiving the Schedule K-1 Federal Tax Form it sends investors each year. A durable energy company This energy company is an income-producing machine. Energy Transfer (ET -0.06%) is an income powerhouse. The master limited partnership (MLP) offers a yield of over 7%, significantly higher than the S&P 500's 1.2%. The midstream company supports that payout with stable and steadily risi ...

Members of SMC's senior management team will attend Citi's 2025 Natural Resources Conference which will take place on August 12–14, 2025. The presentation materials associated with this event will be accessible through the Investors section of SMC's website at www.summitmidstream.com prior to the beginning of the conference. SMC will host a conference call at 10:00 a.m. Eastern on August 12, 2025, to discuss its quarterly operating and financial results. The call can be accessed via teleconference at: Q2 20 ...

Financial Performance - Antero Midstream reported an 11% year-over-year increase in Adjusted EBITDA for the second quarter of 2025[13] - Free Cash Flow (FCF) after Dividends increased by 89% year-over-year in 2Q25[13] - The company's leverage ratio is 28x Net Debt/Adjusted EBITDA[13] - 2025 Free Cash Flow after dividends is expected to increase by 9% to $300 million[16] Operational Achievements - Antero Midstream achieved a company record of 35 Bcf/d in LP gathering volumes during 2Q25[14] - Gathering and processing volumes increased by 6% year-over-year[14] - The company achieved 100% utilization rate on processing and fractionation capacity[14] Capital Management - The 2025 capital budget is guided at $170-$190 million[8] - Compressor re-use savings are now estimated at $85 million from 2026-2030, up from the prior estimate of $60 million[10] - Torrey's Peak Compressor Station has a capacity of 160 MMcf/d and compressor reuse savings of approximately $30 million[12] Market Outlook - PJM projects approximately 30GW of peak demand growth through 2030, with total power generation increasing at a 56% CAGR[19]

Core Viewpoint - MPLX LP has announced a definitive agreement to acquire Northwind Delaware Holdings LLC for $2.375 billion in cash, which is expected to enhance its cash flow and growth opportunities in the midstream energy sector [1][5]. Group 1: Acquisition Details - The acquisition will be financed through debt and is projected to be immediately accretive to distributable cash flow, with a 7x multiple on forecast 2027 EBITDA [1]. - The transaction is anticipated to close in the third quarter of 2025, pending customary closing conditions [5]. Group 2: Northwind's Operations - Northwind provides sour gas gathering, treating, and processing services in Lea County, New Mexico, with over 200,000 dedicated acres and 200+ miles of gathering pipelines [2]. - The current sour gas treating capacity is 150 million cubic feet per day (MMcf/d), with plans to expand to 440 MMcf/d by the second half of 2026 [2]. Group 3: Strategic Implications - The integration of Northwind's assets will enhance MPLX's existing natural gas system in the Delaware Basin, increasing access to natural gas and NGL volumes [4][5]. - The acquisition is expected to provide access to up to 400 MMcf/d of incremental gas for processing and up to 70,000 barrels per day of new NGL volumes, accelerating growth opportunities for MPLX [4].

DETROIT, July 31, 2025 (GLOBE NEWSWIRE) -- DT Midstream, Inc. (NYSE: DTM) today announced second quarter 2025 reported net income of $107 million, or $1.04 per diluted share. For the second quarter of 2025, Operating Earnings were also $107 million, or $1.04 per diluted share. Adjusted EBITDA for the quarter was $277 million. Reconciliations of Operating Earnings and Adjusted EBITDA (non-GAAP measures) to reported net income are included at the end of this news release. The company also announced that the D ...

Core Insights - Antero Midstream Corporation reported a revenue of $305.47 million for the quarter ended June 2025, marking a year-over-year increase of 13.2% and an EPS of $0.26 compared to $0.18 a year ago, exceeding the Zacks Consensus Estimate of $291.85 million by 4.67% [1] - The company demonstrated an EPS surprise of 8.33%, with the consensus EPS estimate being $0.24 [1] Financial Performance - Average Daily Volumes for Low Pressure Gathering were 3460 million cubic feet per day, surpassing the estimated 3410.81 million cubic feet per day [4] - Average Daily Volumes for Fresh Water Delivery reached 98 million barrels of oil per day, exceeding the estimated 94.95 million barrels of oil per day [4] - Average Daily Volumes for High Pressure Gathering were 3221 million cubic feet per day, compared to the estimated 3068.88 million cubic feet per day [4] - Average Daily Volumes for Compression stood at 3447 million cubic feet per day, above the estimated 3316.06 million cubic feet per day [4] Revenue Breakdown - Revenues from Gathering and Processing for Antero Resources were $248.9 million, exceeding the estimated $241.11 million, representing an 8.7% year-over-year change [4] - Revenues from Water Handling for Antero Resources were $73.77 million, compared to the average estimate of $64.46 million, reflecting a year-over-year increase of 27.1% [4] - Revenues from Water Handling were reported at $65.84 million, surpassing the average estimate of $53.63 million, indicating a 12.6% year-over-year change [4] - Revenues from Gathering and Processing were $239.63 million, compared to the average estimate of $233.03 million [4] Stock Performance - Antero Midstream shares have returned -6.6% over the past month, while the Zacks S&P 500 composite has changed by +3.4% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]