NVA/producers, vs TRP etc midstream pipesTRP price was around 63 when it spun out SOBO a few weeks ago, represented about $6, making trp iwithout spin off 72 now (+13%).... enb is having a party too.
midstream is the hero as nat gas suffers and producers suffer weather factor can kill the producers, but pipes are getting the ai/datacenter premium and the lng premium along with nuclear. It's wonderful.
i hope nat gas can get and stay above 3 at least until march and that lng stabilizes gas in 25 and beyond