ENFR ETF

Several midstream companies have already announced increases to fourth-quarter dividends as earnings are underway. The midstream segment is known for offering generous income, which is a primary reason many advisors use energy infrastructure ETFs in portfolios.

Midstream corporation Williams (WMB) offered insight into its recently completed Transco expansion project. Transco's Southside Reliability Enhancement has been placed into full service as of last month.

The Alerian Energy Infrastructure ETF (ENFR) provides exposure to the Alerian Midstream Energy Select Index (AMEI). The index is a composite of North American energy infrastructure companies, including C-corps and MLPs.

Successfully pumping oil and gas is only the first step. It must then be transported to refineries and stored along the way. This is the 'essential' middle step in the process of creating useful fuels.

ENFR offers exposure to midstream oil & gas companies, benefiting from stable cash flows and potential growth, with a 4% yield and a 0.35% fee. The ETF is well-positioned under a Republican administration, which may loosen oil & gas regulations, boosting drilling and midstream company volumes. Geopolitical tensions could shift demand to North American oil, benefiting ENFR's midstream holdings.

There are three key demand drivers in focus for natural gas, which strengthen growth opportunities for midstream players.

Several midstream names have beat expectations and raised guidance as earnings are underway. Earnings from Williams Companies (WMB), Targa Resources (TRGP), Cheniere (LNG), and DT Midstream (DTM) have surprised to the upside.

The lowest-cost ETF in the energy infrastructure category has reached a significant trading milestone.  The Alerian Energy Infrastructure ETF (ENFR) crossed $200 million in assets under management on Wednesday, ending the day with $204 million.

VettaFi recently sat down with Jeff Jewell, CFO of DT Midstream (DTM). Jewell discussed the company's midstream businesses,  growth opportunities for the company, financial guidance, and the outlook for U.S. natural gas demand.