Slack: C09VCLQ3MA7/ts:1775401365.4334

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

energy-sector-structural-positioning

🟢 [E1915] Survey of US MLPs with >50% natural gas revenue: MPLX LP (~7.3% yield, ~1.5x coverage, high off-take stability), Energy Transfer LP (~7.0% yield, ~1.3x coverage, high off-take stability). Both have long-term fee-based contracts.
supporting · 2026-04-07