Fueling AI Growth in the Golden Era of Natural Gas

We believe power demand has potential to increase significantly in the coming years – largely due to the expansion of artificial intelligence (AI) data centers. In our view, publicly traded U.S. midstream companies are well-positioned to benefit from this trend by linking end-user demand with natural gas supplies for electricity generation.

This next wave of midstream demand growth, coupled with existing sector fundamentals and strong free cash flow yield may support solid, compounding total returns for years to come.

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