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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.

U.S. natural gas futures were higher and on track to post weekly gains, supported in part by a warmer weather outlook and a close-to-normal storage report for last week.

Paul Baiocchi of SS&C ALPS Advisors says the electrification ETF trade targets AI's physical side and explains which funds get you there.

This week, two midstream ETF leaders declared their distributions for the second quarter of 2026, a supportive move for the industry.

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.

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.

AI continues to be the hottest investing theme on Wall Street, but the narrative is shifting. The last two years were defined by the “silicon rush,” but 2026 has revealed the AI revolution is increasingly becoming more of an energy and power story than a hardware story.
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.

Kinder Morgan (KMI) posted first-quarter earnings that exceeded internal budgets and prompted an upward revision to full-year guidance.

ALPS Alerian Energy Infrastructure ETF earns a "Buy" rating, offering diversified exposure to U.S. oil and gas midstream operators. ENFR benefits from secular tailwinds: rising domestic electricity demand driven by data center growth and reindustrialization, and international gas supply disruptions. The ETF delivers a 4.23% yield, with distribution growth since 2022 and low expenses at 35bps, supporting durable cash flow for income or reinvestment.

Key Takeaways The growing volume of natural gas and natural gas liquids (NGLs) alongside each new Permian crude barrel will require the industry to build more midstream infrastructure.

While geopolitical headlines often focus on short-term volatility in the Middle East, the long-term investment case for energy remains centered on security, reliability, and North American export dominance. Stacey Morris, CFA, head of energy research at VettaFi, recently highlighted some long-term views on energy investing beyond the current oil price spike.

The intersection of artificial intelligence and U.S. energy production has reached a new milestone. A series of large infrastructure projects underscore the critical role of natural gas in supporting data centers.

The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw discuss the disconnect between infrastructure spending and software revenue.

Summary Financial strength and flexibility remain defining features of the midstream sector, with the majority of companies maintaining target leverage ratios between 3x and 4x. While leverage ratios vary, U.S. midstream MLPs and C-Corps tend to have lower leverage than the large Canadian midstream names.

The midstream sector is emerging as a powerful tool for both income and stability in portfolios.

The ongoing 2026 Iran conflict has placed a significant spotlight on global Liquefied Natural Gas (LNG) markets. Approximately 20% of global LNG trade typically flows through the Strait of Hormuz, primarily originating from Qatar, the world's second-largest exporter.
