Climate change initiatives and ALACheck out the Mckinsey research on oil and gas prospects under climate action scenarios.
Export market for propane and natural gas will remain strong. Exisitng pips in the ground gain value as fewer new ones permitted. Some pivoting over next three decades towards alternate fuels, organic natural gas, perhaps hydrogen etc where ALA will get reembursed for investments. Watch for increasing comments from Randy about preparing ALA for a transition but for the US the basin for their midstream activities takes place will remain much in demand till at least 2035..
ALA is seriously undervalued so I expect much more upside even as a transition occurrs.