美国中游和能源基础设施行业进入 2024 年，表现非常有趣。随着美国和全球经济为潜在的经济放缓做好准备，这可能会抑制能源需求，基本面前景好坏参半。

随着可再生燃料获得更大的吸引力，碳氢化合物需求在整体能源需求增长中的市场份额也可能会下降。这种观点被强劲的油价背景所抵消，油价背景应该会继续支持钻探活动、健康的中游行业状况和一些增长。  

中游增长的领域包括：

The U.S. midstream and energy infrastructure sector entered 2024 on a very interesting note. It was with a mixed fundamental outlook as U.S. and global economies prepare for the potential of a slowdown which could temper energy demand.

Hydrocarbon demand could also experience a loss in market share in overall energy demand growth as renewable fuels gain more traction. This view is offset by a solid oil price backdrop, which should continue to support drilling activity, healthy midstream industry state and some pockets of growth.  

The pockets of midstream growth include: