Quick Read – Energy Transfer (ET) yields ~7% with Q1 EBITDA up 20% year over year, while Enterprise Products Partners (EPD) has grown distributions for 27 consecutive years. – Fee-based midstream cash flows stay largely intact even as EIA forecasts Brent fading to $79 by 2027,…
king volume-driven operators like OKE the safer bet. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enterprise Products Partners didn’t make the cut. Grab the names FREE today
Energy markets have been anything but calm this spring. WTI crude swung from a 12-month low of $55.44 in December 2025 to a peak of $114.58 on April 7, 2026, before settling around $95 per barrel in early June. Henry Hub natural gas briefly spiked to $30.72/MMBtu on January 23, 2026 during a winter weather event before normalizing back into the $2.60 to $3.35 range.
That kind of whipsaw is exactly why fee-based midstream operators look attractive right now. They get paid on volumes, not barrels’ worth. With the EIA forecasting U.S. marketed natural gas production climbing to 121.8 Bcf/d in 2026 and 126.8 Bcf/d in 2027 and LNG exports averaging 17.0 Bcf/d this year, throughput growth is structural.