Ljupco/iStock via Getty Images Thesis Enlink Midstream (NYSE:ENLC) is a small cap, multi-basin midstream company that focuses on natural gas gathering, processing and fractionation. The company has assets in the Permian, Haynesville, Oklahoma STACK, and Barnett Shales. While in some cases, having a disconnected portfolio is an operational disadvantage, I believe the tables will turn in EnLink’s favor with the anticipated demand stemming from both LNG exports and data center power consumption. These two driv ...