Pipeline companies remain well positioned, despite the current disorder in the energy markets. In general, these are road businesses where energy prices only have a moderate direct impact on their results.
At the same time, the demand for natural gas is growing. This comes from the growth of electricity consumption that stems Artificial Intelligence (AI)As well as the demand for export of Mexico and LNG (liquefied natural gas) and Asia and Europe.
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Let’s look at the four Pipeline reserves That you can buy and keep in the long run.
Energy transfer(NYSE: ET) There is one of the largest integrated medium-term systems in the country with various pipelines, storage and processing assets. The company is especially well positioned at Perman Babrin and around it, which is the most difficult oil basin in the United States with lowest fragments. Before operators dig the oil basin, the wells also produce a lot of natural gas. Due to the ignition of the salutes of the salutes (natural gas), this gas must be transferred to the house, which, due to its abundance, leads to the country’s cheapest regional prices in the country.
Access to this cheap natural gas transmits energy to many growth program opportunities. In 2025, it significantly increased its growth capital expenditures (Capex) to $ 5 billion. It has also signed its first contract directly with the developer of the data center.
With a strong energy transfer program, the backlog defines it for strong growth in the coming years. Meanwhile, the shares bring an attractive 7.9% yield with a well-covered distribution, which plans to grow from 3% to 5% interest rates.
Consistency model, Enterprise products partners(NYSE: EPD) added its distribution for 26 straight years. Like the energy transfer, the company is also well positioned on the PERMIAN and is blocked by Capex its growth. It plans to spend $ 4 billion and $ 4.5 billion in the growth project of $ 4.9 billion and only $ 1.6 billion in 2022.
The enterprise currently has a growth of $ 7.6 billion, of which $ 6 billion is scheduled to be at some point this year. This should help its growth both this year and next year. Most of these projects are concentrated around the Perm basin.
The share has an attractive 7.1% concessions with a stable 1.7 times coverage based on its distribution cash flow (Operating Cash Minus Minasy Capex). It increased its distribution by almost 4% last year compared to the previous year.
Image source: Getty Images.
Williams’ companies(NYSE: WMB) The most valuable system of natural gas pipeline in the country, which bypasses the Southeast of the United States, is affiliated with natural gas from Axalachia to the Bay. Through this system, it moves natural gas to major cities in this growing region.
Merko’s beauty is that it indicates Williams, with many attractive expansion projects arising from the system. Most of it comes from utilities that want to turn off coal to natural gas. However, it can also send natural gas to the LNG corridor to deliver abroad and is well positioned to serve data centers. It had seven Transco expansion projects, during which the target dates between the first quarter of 2025 and the fourth quarter of 2029 were later reputed.
Now Williams has 3.5% yield, as it focuses more on growth. However, this year it plans to grow its dividend by more than 5%.
About 40% of US natural gas production, which flows through its pipes, Children Morgan(NYSE: KMI) He plays a vital role in the medieval part of the United States. It also has a strong presence in the Perm pool and the whole Texas, including near Texas, where the first data center will be built as part of the Stargate program.
Such large major large large pipelines, women see more kindly to growth opportunities, which are the growth of natural gas demand. At the end of 2023, at the end of 2023, it increased from $ 3 billion to $ 8.8 billion. It is said that these projects are built 6 times to build an merit, tax, depreciation and depreciation (EBITDA). It means for every $ 6, it spends $ 1 return in EBITDA, equal to 16.7% return. This should increase the additional $ 1.5 billion in Ebitda in the coming years. It expects to create about $ 8.3 billion in Ebitda in 2025, so it’s strong growth.
Stocks are currently attractive to 4.5% yields, and over the past few years it improves its balance, using its levers (net debt, which is divided by 12-month adjusted eBitda).
Before buying a stock transfer, consider this.
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Jeffrey Siller It has positions in energy transfer and entrepreneurship products. Motley Fool has positions and offers Kinder Morgan. MOTLEY FOOL recommends businesses to colleagues. Motley Fool has Discovery Policy:A number
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