KM KMI Kinder Morgan Inc. Loading... : Investor Sentiment and Bull/Bear Views

Kinder Morgan undervalued; Cramer is buyer.

Benefit from structural US energy advantage as world learns Gulf infrastructure can be destroyed; pipelines benefit whether Hormuz reopens or not.

The White House orders a coastal American pipeline to restart for the first time in a decade. That could substantially increase the amount of oil being produced in California. Federal mandates to bypass a decade of dormancy and restart infrastructure indicate an emergency push for domestic energy security. Companies with heavy California oil footprints (like California Resources Corp and Chevron) and midstream pipeline operators stand to see immediate volume and revenue increases that were previously blocked by regulatory hurdles. LONG domestic producers and midstream operators positioned to capture the newly authorized California output. State-level pushback or environmental lawsuits from California's governor and local agencies delaying the pipeline's operational restart.