基础设施周报：北美中游与可再生能源基础设施 | 北美

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August 17, 2026 11:02 PM GMT

North American Midstream & Renewable Energy

Infrastructure | North America

Morgan Stanley & Co. LLC

Robert S Kad

Equity Analyst

Infrastructure Weekly

Devin McDermott

Equity Analyst and Commodities Strategist

Joy Golub

Research Associate

What’s Changed

Oneok Inc. (OKE.N)

From

To

Price Target

$103.00

$105.00

Price Target

$99.00

$103.00

$333.00

$343.00

David Arcaro, CFA

Equity Analyst

Targa Resources Corp. (TRGP.N)

Price Target

Research Associate

Williams Companies Inc (WMB.N)

Victoria Xiong, CFA

Joe Laetsch, CFA

Equity Analyst

Clearway Energy Inc (CWEN.N)

Price Target

$60.00

Enterprise Products LP (EPD.N)

Price Target

$40.00

$41.00

$23.00

$25.00

• The Week in Review & Brief Notes

HA Sustainable Infrastructure (HASI.N)

Price Target

$57.00

$60.00

$64.00

$70.00

$25.00

$26.00

• Infrastructure Sector Estimates

• Midstream Energy Infrastructure Valuation

Plains GP Holdings, L.P. (PAGP.O)

Price Target

• Infrastructure Sector Comps

• Infrastructure Sector Ratings & Price Targets

Plains All American Pipeline LP (PAA.O)

Price Target

• Infrastructure Company & Industry News

• Infrastructure Sector Weekly Performance

Kinetik Holdings Inc (KNTK.N)

Price Target

Midstream Energy Infrastructure

North America

Industry View

Attractive

Energy Transfer LP (ET.N)

Price Target

$58.00

$26.00

$28.00

$82.00

$76.00

$51.00

$55.00

• Midstream Energy Infrastructure Fundamentals

Scorpio Tankers Inc. (STNG.N)

Price Target

Western Midstream Partners LP (WES.N)

Price Target

We believe announcement of another Permian Basin natural gas

pipeline FID is further affirmation of a sharper than appreciated

trajectory for basin associated gas production growth and

strongly suggestive of future positive EBITDA estimate revisions

for TRGP and KNTK, in particular.

Key Takeaways

WhiteWater reached a positive FID on the Solitude Pipeline, a 4.5 Bcf/d natural

gas pipeline connecting the Permian Basin with Katy, Texas in 2029-30.

Phillips 66, KMI, and HF Sinclair reached final investment decision on the $5bn

Western Gateway Pipeline.

…