Quick overview of the midstream energy sector. The main thesis here is that US natural gas demand is projected to rise significantly by 2030, driven largely by LNG exports and power demand for AI data centers. Here are the key companies mentioned: **Enbridge (ENB):** Operates a massive oil and gas network. Forecasting 3% annual cash flow growth through 2026, bumping to 5% after. Also expanding into offshore wind. **Enterprise Products Partners (EPD):** One of the largest MLPs. Has a high credit rating and is increasing growth capital spending. Focus is on NGLs and exports. **MPLX:** Marathon Petroleum's MLP. Noted for strong distribution growth (11.6% CAGR since 2022). Funding expansion projects with retained cash. **Kinder Morgan (KMI):** Handles about 40% of US gas volume. Currently has a $10B backlog of projects expected to be completed by mid-2030. **Williams Companies (WMB):** Natural gas focus. Building power plants and pipelines to support growing electricity demand. **Oneok (OKE):** Integrating recent acquisitions to capture synergies. Expecting 3-4% annual dividend growth from these deals.