Energy Transfer remains a top conviction holding, offering high-quality midstream exposure at a compelling valuation and a robust 6.4% yield. ET trades at a significant discount to peers on both price
ET reported record Q2 volumes across multiple segments, driven by robust U.S. hydrocarbon export demand and long-term contracts. ET's fee-based contracts provide strong defensiveness against commodity

The midstream energy sector continues to demonstrate its commitment to returning capital to shareholders. Major energy infrastructure companies recently announced sequential increases in payouts durin