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16:30
Jul 22 ◎
Jul 22 ◎
KMI
BWP
SO
OPENAI
WMB
▾
HIGH
Strong operational momentum, broad-based segment growth, and rising natural gas demand drive raised guidance, signaling a very positive outlook.
"We now expect full-year adjusted EBITDA to be at least 5% above our 2026 budget and adjusted EPS to be at least 12% above our original budget."
KMI WATCH
KMI positions its Project 219 South as competitive with Boardwalk's Borealis, highlighting supply diversity and existing corridor advantage.
"I'll talk about Tennessee and the benefits of Tennessee. I mean, ultimately, I'm not going to talk about Borealis, but..."
BWP WATCH
Southern Company's data center deal underscores rising Southeast gas demand, an opportunity for KMI's pipeline expansions.
"Following Southern Company's recently announced agreement with OpenAI for a data center project in the S&M, highlighting the growing gas demand associated with AI infrastructure in general in that region."
SO WATCH
OpenAI's data center project with Southern Company signals AI-driven power demand growth, indirectly supporting midstream natural gas needs.
"Following Southern Company's recently announced agreement with OpenAI for a data center project in the S&M, highlighting the growing gas demand..."
OPENAI WATCH
KMI's GCX expansion in the Permian filled up immediately upon startup, indicating tight egress capacity and sustained demand for Permian takeaway. — Tight Permian egress benefits all midstream operators with exposure to the basin; any new capacity is quickly absorbed, supporting pricing power for competitors.
"As soon as we got it up, it pretty much was full. And that's been the case on all of our PAR projects out of the Permian."
WMB WATCH
ET WATCH
HIGH
16:30
Apr 22 ◎
Apr 22 ◎
KMI
PSX
CLR
▾
HIGH
Management is extremely bullish on natural gas demand growth driven by LNG and data center power. They raised guidance for 2026 EBITDA to exceed budget by >3% and see strong project backlog.
"The natural gas story has legs, and Kendra Morgan's strong start to 2026 that Kim and the team will explain supports that view."
KMI WATCH
KMI and Phillips 66 are jointly developing the Western Gateway pipeline, which would transport refined products from Texas to Arizona and California. The project is progressing to the next stage of finalizing agreements.
"KMI and Phillips 66 recently concluded a successful open season on the proposed Western Gateway pipeline system."
PSX WATCH
Continental Resources dropped rigs in the Bakken, potentially reducing KMI's crude gathering volumes. Despite higher oil prices, producers have not yet increased drilling, signaling a near-term headwind for Bakken volumes. — KMI's crude gathering segment is sensitive to producer activity in the Bakken; a drop in rigs suggests slower production growth, which could dampen KMI's volume outlook despite favorable commodity prices.
"Continental dropped rigs earlier this year, but prices are better, and so hopefully at some point some of our producers may increase rigs, but we have not seen that to date."
CLR WATCH
HIGH
16:30
Jan 21 ◎
Jan 21 ◎
KMI
PSX
CLR
SO
ET
▾
HIGH
Management expressed strong optimism about natural gas demand growth, backed by record 2025 results, a $10 billion backlog, and FERC scheduling order acceleration. The tone is clearly bullish, with expectations of continued outperformance.
"we have very positive momentum heading into 2026."
KMI WATCH
Kinder Morgan and Phillips 66 are jointly developing the Western Gateway pipeline, which would connect Midwest refineries to Phoenix and California markets. The second open season adds Los Angeles access. This partnership provides KMI with a growth project in products pipelines.
"KMI and Phillips 66 Announced the start of the 2nd, open season on their proposed Western gateway pipeline system."
PSX WATCH
Analyst asked about Continental Resources stopping drilling in the Bakken. KMI management responded it will have no material impact because Bakken is only 3% of KMI EBITDA and Continental is just one of many customers. This signals limited exposure to producer pullbacks.
"with continental resources effectively saying they're going to stop drilling in the box and i wonder if you can talk about at least for now can you can you talk about how meaningful a customer they are either your current business"
CLR WATCH
FERC regulatory streamlining (removal of 871 rule) accelerated MSX pipeline in-service to Q2 2028 from Q4 2028, and FERC certificate timeline compressed to ~12 months from longer prior periods. — Faster pipeline approvals remove a bottleneck for LNG export capacity and power plant gas supply, directly benefiting end-users like Cheniere (LNG) and utilities like Southern Company (SO) that rely on new gas infrastructure to meet demand.
"a great example is if you look in the state of Georgia, where Georgia Power recently, I think the end of November, filed a revised IRP And they're projecting 53 gigawatts of power demand between now and the early 2030s."
SO WATCH
LNG WATCH
KMI has a joint venture stake in Florida Gas Transmission, which is operated by Energy Transfer. The two companies are jointly pursuing expansion projects in Florida, indicating a cooperative relationship in a key growth region.
"we're not the operator. uh you know energy transfers the operators you know we'll let them talk about how it came about on the call"
ET WATCH
KMI's Haynesville gathering set a daily throughput record of 1.97 Bcf on December 24, driven by producer ramp-up to meet LNG demand, despite basin-wide concerns about gas prices. — Strong gathering volumes in Haynesville signal that producers (e.g., Chesapeake, Comstock) are actively drilling and completing wells to satisfy contracted LNG export demand, even in a lower-price environment.
"Our Haynesville gathering system, for example, set a daily throughput record of 1.97 BCF a day on December 24th."
CHK WATCH
CRK WATCH
HIGH
16:30
Oct 22 ◎
Oct 22 ◎
PSX
▾
HIGH
KMI and Phillips 66 are jointly developing the Western Gateway pipeline to move refined products from Texas to Arizona, California and Nevada, capitalizing on California refinery closures.
"On Monday, Kinder Morgan and Phillips 66 launched a binding open season for transportation service on the Western Gateway pipeline."
PSX WATCH
HIGH
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