Enbridge

Targa Resources

TC Energy

ONEOK

Cheniere Energy

Williams

Pembina Pipeline

DT Midstream

Kinder Morgan

Plains GP Hlds

Alerian Energy Infrastructure ETF

ENFR tracks an index of energy infrastructure companies in the US and Canada, weighted by market capitalization.

Alerian MLP ETF

With U.S. oil production continuing to grow, the case can be made to invest in midstream. OPEC+ could extend the voluntary cuts of 2.2 million barrels per day (MMBpd) past the second quarter, the organization suggested last month.

OPEC+ Cuts Can Benefit Oil & Midstream Investing

In an environment of ongoing macro risks, oil prices remain volatile. Investors seeking energy sector exposure but concerned about oil and gas volatility should look to midstream Master Limited Partnerships (MLPs) for income stability and more defensive energy exposure.

Midstream Can Weather Oil Price Volatility

Rising oil prices buoyed the energy sector in the first quarter despite falling natural gas prices. Midstream Master Limited Partnerships (MLPs) remained resilient to natural gas declines and energy sector volatility in Q1, offering reliable income for investors.

MLPs Prove Resilient to Q1 Natural Gas Price Declines

On Wednesday, Kinder Morgan (KMI) released its first-quarter 2024 earnings. The firm reaffirmed its 2024 outlook and provided a constructive view on long-term natural gas demand growth.

KMI 1Q 2024: Increases Dividend, Maintains Growth Outlook

The economic, inflation, and rate narrative remains complex and difficult to predict. Investors seeking to optimize the tax efficiency of their portfolios and make the most of their income may wish to consider Master Limited Partnership (MLP) ETFs.

An Investor's Guide to the Tax Advantages of MLP ETFs

Investors and traders seeking to round out their energy portfolio may wish to consider allocating assets towards Canadian companies. Last month, Enbridge bolstered its earnings outlook for the next two years, expecting growth between 7-9% through 2026.

Tap Into Canadian Energy Growth

Investors may be surprised to learn midstream companies have an essential role in supporting the energy transition.   Midstream companies' growth opportunities remain constructive, with the energy transition being a key long-term opportunity for the space.

How Midstream Companies Support the Energy Transition 

While MLPs/energy infrastructure investments can fill a few different roles in client portfolios, they are best known for providing generous income. MLPs or energy infrastructure companies aren't intended to be used as a fixed income substitute.

Why Use MLPs in Clients' Income Sleeve

Growing demand for natural gas in the U.S. has led to that commodity being a key growth opportunity for midstream players. Williams (WMB) reaffirmed its strategy around natural gas during its analyst day last week.

Williams Reaffirms Significant Opportunity in Natural Gas

UBS ETRACS Alerian MLP Infrastructure Index ETN Series B

Summary Many midstream companies provide guidance for the year ahead, but a select group also offer EBITDA growth guidance or targets for the next few years. Visibility to future EBITDA growth provides important context for dividend growth.

Beyond 2024: Examining Multi-Year Guidance for Midstream

Midstream companies generate substantial free cash flow relative to other income-generating investments. Kinder Morgan Inc. (KMI), as well as its midstream peers, has a higher median free cash flow yield than any of the 11 GICS sectors, according to data shared during Kinder Morgan's investor day on January 24.

Midstream Free Cash Flow Yields Beat Other Income-Generating Sectors

SS&C Technologies Hlds

DENVER , Feb. 8, 2024 /PRNewswire/ -- The Alerian Energy Infrastructure ETF (NYSE Arca: ENFR) declared its first quarter 2024 distribution of $0.34292 on Wednesday, February 7, 2024. The dividend is payable on February 13, 2024 to shareholders of record on February 9, 2024.

ALERIAN ENERGY INFRASTRUCTURE ETF DECLARES FIRST QUARTER DISTRIBUTION OF $0.34292

ENFR is a simple midstream energy index ETF. These companies are somewhat safer than average for the industry, with less commodity price exposure and earnings volatility. The fund yields 5.4%, with strong dividend growth too.

ENFR: Strong Midstream Energy ETF, Good 5.4% Yield And Recent Performance

Several midstream companies have recently declared increases to their dividends.   Midstream companies are in the early stages of reporting earnings, but many have already announced quarter-over-quarter growth in their dividends for the fourth quarter of 2023.

Midstream Names Grow Dividends With Earnings Underway

Roundhill Alerian LNG ETF

Summary U.S. LNG export capacity set to increase by 80% to 24.9 billion cubic feet per day (Bcf/d) over the next few years based on projects already under construction. Several more projects are signing long-term offtake agreements with a view to starting construction this year.

Midstream Positions for Ballooning U.S. LNG Exports

MLPs/energy infrastructure investments can fill a few different roles in client portfolios. The segment can be used to enhance yield in an income sleeve.

How Advisors Are Using MLPs/Energy Infrastructure in Portfolios

Energy is poised for a comeback as momentum wanes in Technology. The Alerian Energy Infrastructure ETF offers exposure to North American energy infrastructure companies. The ENFR ETF provides potential for stable cash flows, growth, and diversification, but investors should be aware of associated risks.

ENFR: A Return To Energy Leadership In 2024

As investors reenter the market in January after selling at year-end, midstream ETFs are worth consideration.  Clean energy ETFs were among the worst performers in 2023.

Check Out Midstream After Harvesting Clean Energy Losses

Supported by positive distribution trends and M&A activity, 2023 has been an exciting year for the midstream space. VettaFi's head of energy research Stacey Morris recently sat down with VettaFi writer Elle Caruso to discuss the outlook for midstream, 2024 guidance, and overlooked investment opportunities in the space.

VettaFi's Head of Energy Research on 2023 Highlights and Outlook for Midstream

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Invesco S&P 500 Equal Weight ETF

Good morning, VettaFi Voices! We are a week out from the VettaFi 2024 Market Outlook Symposium on December 14, which will feature a range of ETF industry leaders discussing their expectations for different areas of the financial markets and the economy in 2024.

VettaFi Voices On: The Outlook for 2024

Energy Select Sector SPDR Fund

Midstream ETFs have generated attractive returns for investors but remain a compelling investment opportunity in the current environment. Midstream has been the top-performing segment in the energy sector year to date, strengthened by its defensive qualities, M&A activity, and positive dividend announcements.

Even With Strong Returns, Midstream Valuations Are Attractive

Summary Midstream's improved balance sheets and lower leverage ratios have been one of the benefits of excess cash flow.  Constituents of the Alerian Midstream Energy Select Index (AMEI) and the Alerian MLP Infrastructure Index (AMZI) have target leverage ratios between 2.5x and 5x.

Midstream/MLPs Raising the Bar With Lower Leverage

Two midstream names have announcd positive 2024 growth outlooks. TC Energy Corporation (TRP) and Enbridge (ENB) this week provided 2024 financial guidance.

2 Midstream Names Offer 2024 Financial Guidance

Investors may be surprised to learn midstream has an important role in supporting ESG initiatives and a cleaner energy future. MSCI recently upgraded Enterprise Products Partners LP's (EPD) ESG rating from a BBB to an A, the midstream company said during its third-quarter earnings call last month.

MSCI Upgrades Midstream Company Enterprise's ESG Rating to “A”

Oil demand has increased tremendously in the past few years, rebounding from COVID-era lows. Just three years ago, in the early months of the pandemic and lockdowns, oil demand declined alongside strengthening pressure for energy transition initiatives.

News for Alerian Energy Infrastructure ETF ETF (ENFR)