Shares of natural gas midstream and marketing companies are trading higher amid multiple catalysts that include reports suggesting that lower Qatari LNG exports will benefit the U.S. natural gas industry and renewed attention on pipeline FCF generation and dividends. Also, DT Midstream was raised from Peer Perform to Outperform by Wolfe Research.

Wells Fargo Maintains Equal-Weight on Antero Midstream, Raises Price Target to $24

Wells Fargo analyst Ned Baramov maintains Antero Midstream (NYSE:AM) with a Equal-Weight and raises the price target from $23 to $24.

8-K filing — Antero Midstream Corp (AM)

Filed: 2026-07-29 AccNo: 0001104659-26-088210 Size: 499 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Antero Midstream Q2 Adj. EPS $0.24 Misses $0.28 Estimate, Sales $327.244M Beat $323.974M Estimate

Nasdaq 100 Falls as Hot PCE Inflation Stirs Rate-Hike Bets: Stock Market Today

Nasdaq 100 falls 0.6% as traders wait on Nvidia and hot July PCE revives September rate-hike bets. Energy leads, gold sinks 1.3% to $4,599.

Reported Earlier, 'As war strands Qatari gas for 6 months, US sales rise and European stocks plummet' - Reuters

https://www.reuters.com/business/energy/war-strands-qatari-gas-6-months-us-sales-rise-european-stocks-plummet-2026-08-26/

Energy Transfer Just Raised Its 2026 Guidance. Is the Stock Still a Buy?

Energy Transfer raised its 2026 EBITDA guidance by $500 million to $18.8-19.1 billion following strong Q2 results, with distributable cash flow up 32% year-over-year. The company continues expanding infrastructure for AI data centers and natural gas exports, raised its dividend for the 19th consecutive quarter, and trades at a modest 9.7x EV/EBITDA multiple. However, a 29% decline in natural gas prices since January poses a risk to volume growth if sustained.