While most investors allocate to midstream for its generous income or total return, many are unaware how the segment is positioned to capture opportunities emerging from the energy transition.
Midstream tends to be a longer-term investment in most portfolios, making it essential for investors to understand how the increasing opportunity for clean energy intersects with midstream.
Energy infrastructure assets are ultimately assets used to transfer molecules, to process molecules, and to store molecules. While historically those molecules have been crude oil and natural gas, in the future, those molecules will be defined by clean energy sources like hydrogen, renewable fuels, and carbon dioxide, Paul Baiocchi, chief ETF strategist at SS&C ALPS Advisors, said during a VettaFi LiveCast on November 17.
Carbon capture in particular is a compelling area for…
What Does Clean Energy Mean for Midstream?
