Enbridge

Targa Resources

DT Midstream

Kinder Morgan

Williams

ONEOK

Cheniere Energy

TC Energy

KeyCorp

Pembina Pipeline

Alerian Energy Infrastructure ETF

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

There are three key demand drivers in focus for natural gas, which strengthen growth opportunities for midstream players.

Williams CFO Describes 3 Growth Opportunities in Natural Gas

Alerian MLP ETF

The Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructure ETF (ENFR) have each increased distributions for the fourth quarter. On Tuesday, AMLP and ENFR declared fourth-quarter 2024 distributions of $0.95 and  $0.34603, respectively.

Midstream ETFs AMLP & ENFR Increase Q4 Distributions

SS&C Technologies Hlds

DENVER , Nov. 13, 2024 /PRNewswire/ -- The Alerian Energy Infrastructure ETF (NYSE Arca: ENFR) declared its fourth quarter 2024 distribution of $0.34603 on Tuesday, November 12, 2024. The dividend is payable on November 18, 2024 to shareholders of record on November 13, 2024.

ALERIAN ENERGY INFRASTRUCTURE ETF DECLARES FOURTH QUARTER DISTRIBUTION OF $0.34603

Several midstream names have beat expectations and raised guidance as earnings are underway. Earnings from Williams Companies (WMB), Targa Resources (TRGP), Cheniere (LNG), and DT Midstream (DTM) have surprised to the upside.

4 Midstream Names in ENFR Report Earnings Beat, Raise Guidance

Energy Select Sector SPDR Fund

The lowest-cost ETF in the energy infrastructure category has reached a significant trading milestone.  The Alerian Energy Infrastructure ETF (ENFR) crossed $200 million in assets under management on Wednesday, ending the day with $204 million.

Cheapest Energy Infrastructure ETF Crosses $200 Million in AUM

Several midstream names have announced increases to third-quarter distributions as earnings are underway. Midstream companies are in the early stages of reporting earnings.

Midstream Names Grow Distributions With Q3 Earnings Underway

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

VanEck Vectors Uranium+Nuclear Energy ETF

Range Nuclear Renaissance Index ETF

Global X Uranium ETF

Sprott Junior Uranium Miners ETF

Sprott Uranium Miners ETF

While the promise of technologies like artificial intelligence, machine learning, cloud computing, and cryptocurrency are groundbreaking, powering the data centers to support them has become increasingly energy intensive. For years, data centers could chug along with a pretty stable appetite for power.

Disruptive Theme of the Week: How to Power Your Data Center

Midstream spinoffs from producer, utility, or refiner parents were common in the past, though the last example was DT Midstream (DTM) in 2021. This year saw a unique case of a midstream company splitting, with the spin of TC Energy's (TRP CN) crude assets into South Bow Corporation (SOBO CN).

Meet the New Canadian Name in Midstream

VettaFi recently sat down with Jeff Jewell, CFO of DT Midstream (DTM). Jewell discussed the company's midstream businesses,  growth opportunities for the company, financial guidance, and the outlook for U.S. natural gas demand.

DT Midstream CFO on Natural Gas, Dividend & EBITDA Growth

Kinder Morgan (KMI) reported earnings after the bell on Wednesday, highlighting growth opportunities in natural gas. Kinder Morgan reaffirmed that expected natural gas demand growth will have a substantial positive impact on the company.

Kinder Morgan Highlights Natural Gas Opportunities, Reports Q3 Earnings

MLPs and C-Corps operating in the midstream segment can provide differing exposures to the space. Midstream companies are either structured as MLPs or C-Corps.

MLPs Offer Diversification Benefits

Midstream ETFs recorded strong flows in September, as the subsector outperformed broader energy for another consecutive month. The Alerian MLP ETF (AMLP) and the Alerian Energy Infrastructure ETF (ENFR) saw $73 million and $8 million, respectively, in net flows in September.

Midstream Energy ETFs Recorded Strong Flows in September

Investors might not know how little exposure they have to the energy sector — and MLPs, more specifically. The energy sector is the fourth-lowest-weighted sector in the S&P 500, at 3.3% of the index by weight as of Sept.

Investors in S&P 500 Are Missing Exposure to MLPs

Texas Capital Texas Oil Index ETF

On this week's episode of ETF Prime, Stacey Morris, CFA, head of energy research at VettaFi, discussed the state of play for the energy and energy infrastructure sectors. Afterward, Mike Akins, founding partner at ETF Action, joined the podcast to break down ETF flows.

ETF Prime: Morris on Energy Sector, Midstream Yield & More

Dividends and buybacks continue to drive shareholder returns for MLP/midstream investors. Dividends have long been a priority for energy infrastructure companies, and in recent years, midstream/MLPs have used excess cash flow for dividend growth and opportunistic buybacks.

Dividends & Buybacks: Drivers of Midstream Shareholder Returns

Midstream has remained resilient as oil prices have fallen in recent weeks. Despite weakening oil prices, the midstream segment has remained defensive and has held up better than other energy subsectors.

Midstream Is Resilient as Oil Prices Fall

Roundhill Alerian LNG ETF

Summary The US became the world's largest exporter of LNG in 2023, and export capacity is set to expand from 14 billion cubic feet per day (Bcf/d) to 25 Bcf/d by 2028 based on nameplate capacity of projects under construction. Two projects are anticipated to start up this year.

LNG Tailwind for US Natural Gas Intact as Projects Progress

Global X MLP & Energy Infrastructure ETF

Investors in energy infrastructure ETFs may be drawn to funds with larger asset bases, but it's important to also consider other factors such as cost and returns.  The Global X MLP & Energy Infrastructure ETF (MLPX) and the Alerian Energy Infrastructure ETF (ENFR) are RIC-compliant energy infrastructure ETFs.

Comparing Energy Infrastructure ETFs: MLPX vs ENFR

Enterprise Products Partners LP (EPD) is the latest midstream company to strike a deal that will expand its natural gas gathering and processing footprint in the Permian.  Enterprise will acquire Pinon Midstream in a $950 million deal expected to close in the fourth quarter of 2024.

Enterprise: Latest Midstream Name to Grow Permian Footprint via Acquisition

Midstream ETFs have generated strong returns for investors yet remain an attractive investment opportunity as valuations in the space have not become overextended. For investors looking at the midstream space and wondering if there's room for the space to run, valuations suggest midstream ETFs still have compelling upside potential.

The Investment Case for Midstream ETFs: Attractive Valuations and Strong FCF

UBS ETRACS Alerian MLP Infrastructure Index ETN Series B

Martin Midstream Partners

Summary Five constituents in the broad Alerian Midstream Energy Index (AMNA) spent a combined $1.02 billion on equity repurchases in 2Q24. Over 85% of AMNA by weighting currently have a buyback authorization in place.

Total Midstream/MLPs Repurchases Top $1 Billion in 2Q24

Artificial intelligence (AI) growth is expected to be a key driver of rising electricity demand. Electricity demand is expected to increase dramatically by the decade's end, as AI model training and running are energy-intensive processes.

Midstream Names Provide Details on AI Growth Opportunities

Midstream earnings are well underway, and several names have beat expectations and raised guidance. Earnings from Plains All American Pipeline LP (PAA), Targa Resources (TRGP), ONEOK (OKE), and Enbridge (ENB) have surprised to the upside.

Midstream Names Beat Expectations, Raise Guidance

DENVER , Aug. 8, 2024 /PRNewswire/ -- The Alerian Energy Infrastructure ETF (NYSE Arca: ENFR) declared its third quarter 2024 distribution of $0.34205 on Wednesday, August 7, 2024. The dividend is payable on August 13, 2024 to shareholders of record on August 8, 2024.

ALERIAN ENERGY INFRASTRUCTURE ETF DECLARES THIRD QUARTER DISTRIBUTION OF $0.34205

Summary MLPs/midstream are not particularly rate sensitive but could see some benefits as interest rates move lower. With fixed income yields moderating, investors may decide to look to MLPs/midstream for income when making new allocations.

News for Alerian Energy Infrastructure ETF ETF (ENFR)