Addressing Key Advisor Questions On Midstream/MLPs
Source: SeekingAlpha
2025-05-23 09:30:00 ET
Summary
- From an energy perspective, while the trade dispute with China initially impacted oil prices and raised concerns about oil demand, the direct effect on midstream has been limited. LNG exports to China have been rerouted, and natural gas liquids have either been exempted or were also rerouted.
- The EU has talked about phasing out Russian energy imports by the end of 2027. It is difficult to envision Russian gas flowing like it had before 2022. That said, presumably the main area of concern would be U.S. LNG exports.
- While some midstream companies have increased capital spending since 2020, primarily due to natural gas projects rather than oil production, they are still generating free cash flow. Free cash flow generation is expected to continue, supporting the anticipated dividend growth.
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Addressing Key Advisor Questions On Midstream/MLPs
First Trust North American Energy Infrastructure Fund
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