Bloomberg Surveillance · Wednesday, August 26, 2026
Ben Cook, Portfolio Manager at Hennessy Energy Transition Fund, stated that the investment case for the midstream energy sector is as strong as ever. He cited rising US production, strong commodity price fundamentals, improved corporate governance, and increasing cash payouts as key drivers for the sector.
“We think that the investment case for midstream today is as strong as it's ever been, a combination of rising growth and production here in the United States, strong commodity price fundamentals, corporate governance that's vastly improved over the last five years, and as you mentioned, cash payouts to investors, which continue to rise on the back of those favorable drivers that I just mentioned.”
“You know, we think that the investment case for midstream today is as strong as it's ever been”