Slack: C09VCLQ3MA7/ts:1771160208.1791

Author: Mark Tetreault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

energy-sector-structural-positioning

🟢 [E1914] US Natural Gas MLPs: AI and data centers will absorb stranded gas (pie gets bigger without additional drilling) with no transportation costs. Sets up capital gain potential. Cash distributions — you get paid to wait. Downside: K-1 administrative complexity.
supporting · 2026-04-07