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Technology Stocks : KMI- a fallen high dividend yielder - for how long?
KMI 26.09-0.4%Nov 3 3:59 PM EST
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To: candsrr who wrote (249)5/11/2024 3:46:13 PM
From: E_K_S  Read Replies (1) of 357
 
Other pipeline companies breaking out too; WMB, PBA & ENB

There is talk about all these new data centers will require huge amounts of electricity and Natural Gas may/could be the solution. If so, the volumes should pick up. I believe KMI has structured their new contracts to reflect a fixed fee (based on price of NG) and a volume/usage component. The net result is more total revenues.

I am also looking at these SMR reactors but they are still years away. They are the size of a storage container and could power a typical data center using nuclear fuel. They are making some pretty efficient back up generators that use NG and/or propane but not so sure on their efficiency and power ratings to provide the necessary data center electricity requirements.

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AI Perplexity.com provides some input here:
Here are some examples of data centers that use natural gas to power their operations:
  1. AWS is planning to power at least three data centers in Oregon using Bloom Energy fuel cells running on natural gas as the primary energy source, not just backup. 3
  2. Microsoft is adding a 170MW natural gas plant to its data center campus in Dublin to meet power demands and rely less on the strained grid. Reports indicate 11 data centers in Dublin are being planned to burn natural gas on-site for power generation. 3
  3. Several colocation providers and technology companies are actively considering using natural gas generators or turbines to generate electricity on-site for their data centers, either as backup or primary power sources. 4
  4. Some data centers are exploring the use of combined cooling, heating and power (CCHP) systems where natural gas turbines generate electricity, and the waste heat is used for absorption chillers to provide cooling, improving overall efficiency. 1 4
  5. Data centers in urban areas with emissions restrictions are evaluating natural gas generators as an alternative to diesel generators for backup power due to the lower emissions profile of natural gas. 5
The adoption of natural gas for data center power is driven by its lower emissions compared to diesel, potential for cost savings, and the ability to provide reliable on-site generation either as backup or primary power. 1 4 5 However, there are concerns about data centers becoming over-reliant on fossil fuels like natural gas instead of prioritizing renewable energy sources. 3
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