Infrastructure Weekly: North American Midstream & Renewable Energy Infrastructure | North America

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Infrastructure Weekly: North American Midstream & Renewable Energy Infrastructure | North America

Foundation

July 6, 2026 11:24 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 selling pressure in renewable infrastructure stocks Research Associate

Joy.Golub@morganstanley.com +1 212 761-4924

alongside other powering AI beneficiaries appears unjustified, in Victoria Xiong, CFA

our view, with the current dislocation in CWEN offering a ResearchVictoria.Xiong@morganstanley.comAssociate +1 212 761-0228

particularly attractive entry point. David Arcaro, CFA

Equity Analyst

David.Arcaro@morganstanley.com +1 212 761-1817

Key Takeaways Joe Laetsch, CFA

The governments of Canada and Alberta announced the West Coast Pipeline, Joe.Laetsch@morganstanley.com +1 212 761-8804

which would follow the existing Trans Mountain route from Alberta to the B.C.

Midstream Energy Infrastructure

coast. North America

Industry View Attractive

Brookfield/BIP and Bloom significantly expanded a partnership to finance power

TABLE OF CONTENTS infrastructure for AI data centers, raising the funding framework 5x to $25bn.

KKR has agreed to acquire the North American operations of EDF power • The Week in Review & Brief Notes

solutions from EDF Group in a deal valuing the equity at $4.2bn. • Infrastructure Sector Weekly Performance

According to Reuters, South Bow and Bridger Pipeline plan to jointly develop a • Infrastructure Sector Comps

new crude oil pipeline connecting Guernsey, Wyoming, to Cushing, Oklahoma.