REAL-TIME GLOBAL RESEARCH
Infrastructure Weekly
Research evidence excerpt
Infrastructure Weekly
Foundation
June 29, 2026 05:17 PM 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
Recent data points suggest longer duration PPAs and greater Research Associate
Joy.Golub@morganstanley.com +1 212 761-4924
likely longevity for behind-the-meter power projects serving Victoria Xiong, CFA
data centers, with WMB a key AI Infrastructure beneficiary. ResearchVictoria.Xiong@morganstanley.comAssociate +1 212 761-0228
David Arcaro, CFA
Key Takeaways EquityDavid.Arcaro@morganstanley.comAnalyst +1 212 761-1817
According to an unconfirmed report by Bloomberg, WMB is in advanced Joe Laetsch, CFA
Equity Analyst
negotiations to acquire Momentum Midstream from private equity owner EnCap Joe.Laetsch@morganstanley.com +1 212 761-8804
Flatrock Midstream for ~$5.5bn.
Midstream Energy Infrastructure
ENB's Project Beacon expansion of Algonquin Gas Transmission could face North America
Industry View Attractive
challenges securing open season commitments as utilities face regulatory
uncertainty. TABLE OF CONTENTS
Two months after TRP/OKE's Bison XPress project entered service, natural gas • The Week in Review & Brief Notes
has yet to flow on the reversed Bison Pipeline given operational/regulatory • Infrastructure Sector Weekly Performance
issues. • Infrastructure Sector Comps
The DOE issued a $17.5bn conditional loan guarantee to buy long-lead • Infrastructure Sector Ratings & Price Targets
components for 10 of BEP's Westinghouse AP1000 nuclear reactors across 5 US • Infrastructure Sector Estimates
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