Key Takeaways EPD's pipeline and storage assets generate stable cash flows, supported by long-term, fee-based contracts.Nearly 90% of Enterprise Products contracts include inflation-linked fee increases, protecting cash flows.EPD expects incremental cash flows from major capital projects now in service or coming online.Enterprise Products Partners LP’s (EPD) pipeline network spans more than 50,000 miles, transporting oil, natural gas and other commodities. The partnership also has more than 300 million barr ...

Kinder Morgan ( KMI ) offers us exposure to key megatrends . I have been discussing natural gas and LNG over and over. Since it is a midstream operator, it is linked with twoI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliabl ...

Kinder Morgan ( KMI ) offers us exposure to key megatrends . I have been discussing natural gas and LNG over and over. Since it is a midstream operator, it is linked with twoI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliabl ...

Company Overview - Delek Logistics Partners (DKL) is a midstream master limited partnership primarily operating in Texas and surrounding states, known for its long history of growth [1] Investment Strategy - The focus is on generating a 7%+ income yield by investing in a portfolio of energy stocks while minimizing the risk of principal loss [1] - The investment group, Energy Profits in Dividends, targets both traditional and renewable energy companies that hold a competitive advantage and pay strong dividends [1] Research and Analysis - The leader of the investment group provides in-depth micro and macro-analysis of both domestic and international energy companies [1] - Subscribers gain access to exclusive research and investment ideas that are not available to the general public [1]

See more: "Energy Transfer Seizes Data Center Growth Opportunities†During a recent webcast, Stacey Morris, head of energy research at VettaFi, said that the long-term demand for natural gas is a bright spot for midstream companies. Current natural gas pipeline projects now span every major U.S. region to support this utility and industrial power demand growth. Highlights include: ETF Exposure to the Natural Gas Companies Capitalizing on AI Energy Demands The Alerian Energy Infrastructure ETF (ENFR) offers ...

HOUSTON, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Targa Resources Corp. (NYSE: TRGP) (“Targa” or the “Company”) today announced its quarterly dividend on common shares with respect to the fourth quarter of 2025. Targa announced today that its board of directors has declared a quarterly cash dividend of $1.00 per common share, or $4.00 per common share on an annualized basis, for the fourth quarter of 2025. This cash dividend will be paid February 13, 2026, on all outstanding common shares to holders of record as o ...

Core Insights - Enbridge Inc. (ENB) is a leading midstream company in Canada with a robust pipeline network for crude oil, liquids, and gas across North America, characterized by high stability due to its contractual nature [1][3] Group 1: Business Stability and Earnings - 98% of Enbridge's EBITDA is supported by long-term "take-or-pay" contracts, which protect the company from commodity price fluctuations [1][7] - The acquisition of U.S. gas utilities enhances Enbridge's EBITDA, providing predictable earnings through regulated rates and long-term agreements [2][7] - Recent positive rate settlements for Enbridge Gas North Carolina and Enbridge Gas Utah are expected to positively influence future earnings, effective from November 2025 and January 2026 respectively [2][7] Group 2: Market Performance and Valuation - Enbridge's shares have increased by 5% over the past year, outperforming the industry average of 3.8% [6] - The Zacks Consensus Estimate for ENB's 2025 earnings remains unchanged over the past 30 days, indicating stability in earnings expectations [8] - Enbridge's current enterprise value to EBITDA (EV/EBITDA) ratio is 14.89X, which is higher than the industry average of 13.81X, suggesting a premium valuation [12]

Stanley同时表示，对于2026年石油市场的最终回暖，以及二叠纪盆地天然气运输瓶颈的缓解持谨慎乐观 态度——这两大趋势将利好聚焦二叠纪盆地的相关个股。但他强调，经历2025年的股价大涨后， Enterprise Products的股价上涨空间远不及同业个股。此外，考虑到公司管理层向来秉持保守的资本配置 策略，市场期待已久的本年度股票回购规模上调计划，最终也可能会让投资者大失所望。 分析师Keith Stanley认为，Enterprise Products已不再具备享有高于中游能源合伙企业(MLP)同业估值溢 价的底气。原因在于，该公司在2025年的表现印证了其业务防御性并不突出;当前资产负债表状况与多 数同业趋同，此前的竞争优势大幅削弱;核心的二叠纪盆地天然气凝析油增长业务，正面临激烈的市场 竞争，且行业产能过剩风险日益加剧。 智通财经APP获悉，Wolfe Research发表研报，将中游能源企业Enterprise Products Partners(EPD.US)评级 从"与同业持平"下调至"跑输同业"，同时给出31美元目标价。Wolfe指出，2025年公司业绩表现十分疲 软，股价却走出亮眼行情， ...

DENVER, Jan. 14, 2026 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") today announced that the Board of Directors of Antero Midstream declared a cash dividend of $0.225 per share for the fourth quarter of 2025. The Company also repurchased approximately 2.7 million shares during the fourth quarter. In addition, Antero Midstream announced plans to issue its fourth quarter 2025 earnings on Wednesday, February 11, 2026 after the close of trading on the New York St ...

Energy Transfer LP Common Units ( ET ) is a leading midstream energy platform in North America that is growing aggressively through new pipeline acquisitions, but is also facing attractive growth prospects due to the secularAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ET, EPD, GOOG, NVDA, ORCL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeki ...