REAL-TIME GLOBAL RESEARCH
Infrastructure Weekly
Research evidence excerpt
Infrastructure Weekly
Foundation
June 16, 2026 01:48 AM GMT
Morgan Stanley & Co. LLCMNorth American Midstream & Renewable Energy Robert S Kad
Infrastructure | North America Equity Analyst
Robert.Kad@morganstanley.com +1 212 761-0065
Devin McDermott
Equity Analyst and Commodities StrategistInfrastructure Weekly Devin.McDermott@morganstanley.com +1 212 761-1125
Joy Golub
An agreement to re-open the Strait of Hormuz could be viewed Research Associate
Joy.Golub@morganstanley.com +1 212 761-4924
as a capitulation event that rotates capital back to the Energy Victoria Xiong, CFA
sector, particularly given the timeframe and risks around traffic ResearchVictoria.Xiong@morganstanley.comAssociate +1 212 761-0228
normalization and global inventory replenishment. David Arcaro, CFA
Equity Analyst
David.Arcaro@morganstanley.com +1 212 761-1817
Key Takeaways Joe Laetsch, CFA
According to Hart Energy, KMI's Gulf Coast Express (GCX) expansion has entered Joe.Laetsch@morganstanley.com +1 212 761-8804
service, driving recent improvement in Waha natural gas prices.
Midstream Energy Infrastructure
Devon Energy noted that resetting midstream contracts in the Delaware and North America
Industry View Attractive
Anadarko basins is a possibility post-Coterra deal close.
TABLE OF CONTENTS
President Donald Trump accused New York Gov. Kathy Hochul of breaking an
agreement to support WMB's Constitution Pipeline project. • The Week in Review & Brief Notes
A federal court restored the 5% safe harbor rule that serves as a tax-credit • Infrastructure Sector Weekly Performance
qualification pathway for wind and solar projects. • Infrastructure Sector Comps
• Infrastructure Sector Ratings & Price Targets
Crusoe’s Wyoming AI data center project has stalled after failing to secure
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