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Strategies & Market Trends : Young and Older Folk Portfolio
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To: Affinity4Investing who wrote (21045)10/7/2025 3:39:07 PM
From: QTI on SI   of 23063
 
@ Affinity4Investing Thank you for sharing the info on energy prices. I will keep that in mind as I slowly build AMLP position. Here is what I'm counting on:

Gas and LNG Dynamics — Quiet Tailwind Here’s the bright spot:

  • LNG export capacity jumps from 11.9 ? 16.3 Bcf/d by 2026,

  • Henry Hub rising modestly from $3 ? $4/MMBtu,

That supports natural gas infrastructure MLPs — particularly ET, WMB, TRGP, and EPD, all major AMLP holdings.
Their LNG linkage and NGL transport/export businesses should see steady to rising demand, offsetting some oil-related weakness.

So within AMLP’s portfolio, gas-heavy names are the buffer while crude-heavy ones (like PAA, MPLX) might feel more drag.
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