EPD posted record Q2 DCF of $2.3B with 1.9x distribution coverage, while ET raised full-year EBITDA guidance for the second time in 2026. ENB's 10% one-month pullback improves the entry point as CEO Greg Ebel cites the best macro environment for growth in 10 years. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enbridge didn't make the cut.
Grab the names FREE today. Midstream energy remains one of the few corners of the market where investors can pair mid-single-digit growth outlooks with above-market income. WTI crude has staged a sharp recovery, rallying 17.0% over the past month to $84.77 per barrel, and U.S.
LNG export capacity keeps expanding, with the EIA forecasting LNG exports averaging 17.0 Bcf/d in 2026 and 18.2 Bcf/d in 2027. Pipeline operators sit at the toll booth for all of that throughput. Three names stand out: two U.S.
MLPs and one large-cap Canadian pipeline operator, all US-listed, all posting record volumes, and all raising distributions. Enterprise Products Partners (NYSE:EPD) is a master limited partnership that issues a Schedule K-1, so unitholders should factor tax filing complexity into their decision. Shares closed at $38.61 on August 17, up 25.99% year to date, and the partnership carries a market cap near $82.1 billion.
The latest quarterly distribution of $0.56 per unit, annualizing to $2.24, was paid on August 14, 2026. Q2 2026 delivered record operational DCF of $2.3 billion, up 21% year over year, providing 1.9x coverage of the cash distribution. Adjusted EBITDA hit a record $2.83 billion, up 17% YoY, on record equivalent pipeline volumes of 14.7 million barrels per day and marine terminal volumes of 2.8 million barrels per day.
The partnership has $6.5 billion in organic growth projects under construction, headlined by an LPG export terminal expansion on the Houston Ship Channel expected online by year-end 2026. CEO Jim Teague said "Enterprise reported strong volumes, earnings and cash flow for the second quarter of 2026". With a distribution track record stretching from $0.225 in 1999 to $0.56 in 2026, it ranks among the cleanest income compounders in midstream.
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