- Natural gas midstream operators are capitalizing on the artificial intelligence boom by providing immediate, reliable energy infrastructure for power-hungry data centers through long-term supply deals.
- Key industry players like Williams Companies, Enterprise Products Partners, and Energy Transfer are securing multiyear contracts, recording strong cash flows, and offering attractive yields or growth targets.
- While permitting delays and heavy capital requirements pose potential risks, supportive bipartisan energy policy and scarce existing pipeline capacity help protect their long-term revenues.