The Globe and Mail reports in its Thursday, Dec. 18, edition that National Bank Financial analyst Patrick Kenny expects pipeline and energy infrastructure companies to benefit from a "resurgence in political will surrounding the buildout of traditional energy infrastructure alongside an accelerating Big Data buildout" in 2026. The Globe's David Leeder writes that in a research report titled "If you build it, they will come," Mr. Kenny introduced his new "AFFO Yield+ Growth" valuation profile "normalizing free cash flow yields for growth profiles" and touting attractive investing opportunities across his coverage universe. Mr. Kenny says in a note: "Although WTI prices are expected to hold relatively flat going forward, we highlight continued WCSB production growth of over 500 mbpd through 2027, confirming the industry's ability to fill any and all available pipeline capacity. As such, we outline 700-800 mbpd of medium-term egress expansions to sustain healthy customer demand for crude oil and condensate infrastructure." Mr. Kenny has reaffirmed his "outperform" call on Brookfield Infrastructure Partners, with a $38 (U.S.) unit target, up from $36 (U.S.). Analysts on average target the units at $42.22 (U.S.).