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.

ETF Trends • May 5, 2026

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.

ETF Trends • Apr 29, 2026

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 Trends • Apr 28, 2026

From Silicon to Power: AI's Next Bottleneck

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.

ETF Trends • Apr 28, 2026

Kinder Morgan Earnings: Strong Q1 Results & Data Center Wins

Kinder Morgan (KMI) delivered a robust start to 2026, posting first-quarter results that exceeded internal budgets and prompted an upward revision to full-year guidance. The midstream company is capitalizing on a tightening energy infrastructure landscape, driven by a surge in natural gas demand for power generation and liquefied natural gas (LNG) exports.

ETF Trends • Apr 23, 2026

ENFR Can See Substantial Growth Driven By Global Gas Demand

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.

Seeking Alpha • Apr 23, 2026

Enterprise (EPD) on Macro Landscape, ‘27 EBITDA Growth

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.

ETF Trends • Apr 21, 2026

Where to Find Long-Term Investment Opportunities in Energy

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.

ETF Trends • Apr 14, 2026

How AI Data Centers Are Fueling Energy Infrastructure ETFs

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.

ETF Trends • Apr 10, 2026

Bull vs. Bear: Is the AI Revolution Nearing a Dot-Com Correction?

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.

ETF Trends • Apr 8, 2026