Contrarian Energy Play: Focus on Pipeline Operators with Robust Dividends

The article discusses the growth in US oil production and its impact on pipeline owners who earn revenue based on the volume of oil and gas flowing through their pipes. The article highlights two companies, Antero Midstream and Alerian MLP ETF, which have paid consistent dividends and are well-positioned to continue raising payouts. The article suggests that investors can benefit from focusing on these toll collectors rather than oil producers, as their revenue is not directly affected by fluctuations in oil prices or drilling permits.