Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 4/2/26
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Apr 2, 2026 Pierce Norton II, President and CEO of One Oak and energy infrastructure leader, joins to discuss pipelines, gathering and processing for natural gas liquids. He breaks down LNG growth and U.S. export opportunities. They cover One Oak’s capital plans, customer base, and how infrastructure captures higher-value liquids.
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How Midstream Creates Value From Raw Gas
- Pierce Norton II stresses OneOak's invisible transportation role: gathering, processing, storage, and LPG docks convert low-value raw gas into high-value products.
- He says the company is a volume play, not a pure price story.
Use Price Spikes To Accelerate Midstream Growth
- Short-term commodity spikes can let midstream accelerate projects and pull forward growth.
- Pierce says OneOak's asset base and backlog position it to serve rising LNG demand toward 30 BCF by 2030.
Natural Gas Contains Valuable Liquids Needing Processing
- Natural gas yields multiple valuable liquids (propane, isobutane, pentanes) that require gathering and processing to unlock economic value.
- Pierce details how midstream transforms raw output into transportable, higher-priced products.
