VettaFi Head of Energy Research Stacey Morris speaks to Thomas Warner from Proactive about the latest developments in the midstream sector and in the Alerian Midstream Energy Dividend UCITS ETF (LSE:MMLP).
Morris highlights a strong earnings season, with energy infrastructure companies exceeding expectations and raising guidance. Midstream companies' stable cash flows and solid execution contributed to their resilience and positive dividend trends, attracting interest from general investors.
She also talks about the recent Opec+ oil production cut announcement, which she believes may not have an immediate impact on midstream, but which could ultimately prove favourable for the sector.