Am I missing something or HESM is cash cow?

I would like to hear some input on this one. Whether it's sustainable investment for 5+ years ahead? [HESM](https://fiscal.ai/company/NYSE-HESM/) is a pretty niche midstream name in the Bakken - basically pipelines and infrastructure tied to production in the region. What attracts me is the income: the yield is around 9% right now, and they’ve got a volume contract with Chevron that runs through the end of 2027. If the distribution stays intact and they keep growing it (they’ve talked about \~5% growth), that’s a solid chunk of return just from dividends over the next couple of years. What I’m not fully comfortable with is how dependent they are on Chevron’s activity. [CVX](https://fiscal.ai/company/NYSE-CVX/) recently shut down 1 of their 4 rigs in the area, and if they keep dialing back drilling, volumes could get pressured — especially once you get past 2027. That’s the part I’m trying to think through: how much of HESM’s “safety” is real contract protection vs. just riding Chevron’s commitment. So I’m curious how others see it: is this a reasonably sustainable hold for 5+ years, or is the customer concentration risk too high once you look beyond the current contract window? Any perspectives from people who follow Bakken/midstream would be appreciated.