Midstream Sees Natural Gas & Oil Infrastructure Tailwinds
North American midstream energy companies play a critical shipping and handling role in the energy value chain, operating pipelines, storage terminals, export terminals, and facilities that process natural gas into a usable form. Key Takeaways The midstream space generates highly stable, fee-based cash flows that insulate it from volatile oil and gas prices.
2026 Midstream M&A: Deal Flow Slows
North American midstream M&A activity has slowed into 2026 relative to 2025. For many midstream companies, organic growth projects and returning capital to shareholders are seen as more attractive.
Crude Oil's $114 Spike Changes Everything
Crude oil is the loudest macro story of 2026, and the cleanest way to express a view on it without owning physical barrels is through exchange-traded funds.
Bull vs Bear: Are Space ETFs Ready for Liftoff or Grounded by Macro Headwinds?
Space ETFs have seen strong inflows coupled with standout performance, capturing significant market attention. For investors, the rapid pace of capital deployment into the space economy underscores a compelling investment opportunity.
AMLP: Don't Let The Rally Scare You Off This 7.8% Yielder
Since the outbreak of the Iran conflict, AMLP has appreciated nicely. The yield has dropped and the ETF has become more volatile, moving closely in tandem with geopolitical tensions in the Strait of Hormuz. Hence, some might assume a wait and see mode to jump back when the dip happens (driven by the eventual deal with Iran).
AMLP: A Windfall, A Capex Turn, And A Cautious Buy
Alerian MLP ETF upgraded to a cautious buy as macro catalysts and Q1 2026 earnings validate a structural capex upcycle. Volume growth is now more durable, with U.S. pipeline throughput and LNG exports revised upward post-Iran conflict, supporting AMLP's fee-based model. Yield remains the primary driver of total returns, with 7.5-8% yields offering a cushion as the 2027 cash flow story matures.
Most Retirees Overlook AMLP, the $13 Billion Energy ETF Yielding 7 Percent
The Alerian MLP ETF (NYSEARCA:AMLP | AMLP Price Prediction) is the kind of income vehicle that gets ignored at retirement planning meetings, even though it pays more than twice the 4.6% available on a 10-year Treasury.
Energy Market Outlook: Midstream Resilience & the Nuclear Renaissance
Volatility has defined energy markets throughout 2026, as oil prices and equities respond to geopolitical turmoil and shifting global supply expectations. While the year began with a bearish consensus forecast for oil prices in the high $50s, escalating tensions in the Middle East have pushed crude significantly higher.
Midstream Payout Growth Continues Into Q2 2026
The midstream energy sector has reinforced its reputation as a reliable source of income for investors. Key industry players have announced sequential increases to their latest payouts.
Best-Of-Breed Infrastructure Dividend Growth Machines Yielding Up To 7.6%
Infrastructure dividends are quietly becoming one of the most powerful wealth-building tools available. I detail two of the very best dividend growth machines in this sector. I take a look at the checkered past of AMLP and share why it is positioned to deliver for investors on a more consistent basis moving forward.
Plains All American on the Permian, Distribution Growth
Key Takeaways Plains All American (PAA/PAGP) is transforming into a pure-play crude oil midstream company through the divestiture of its Canadian NGL business. The shift higher in the oil futures curve helps underpin Permian oil production volumes and may even lead producers to increased activity in time, which would benefit Plains.
ETF Prime: Energy Stocks Surge on Iran Conflict
Stacey Morris, head of energy research at VettaFi, joined Nate Geraci on this week's ETF Prime to discuss energy ETFs amid the Iran conflict. Geopolitics currently dominates oil prices and energy stocks, though the sector posted strong gains before the war began, according to Morris.
