Infrastructure Weekly

研报英文原文证据摘录

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