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Technology Stocks : KMI- a fallen high dividend yielder - for how long?
KMI 26.25+1.3%11:53 AM EDT
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To: miraje who wrote (312)1/18/2025 8:23:58 PM
From: E_K_S  Read Replies (1) of 354
 
Yes GNRC a good one. I have had it on my watch list for more than 2 years now. I had a stink bid in under $100 but never pulled the trigger. That last run in 3/2020 went from $100 to $500 by 11/2021.

President Trump will promote more domestic Natural Gas production. I suspect a lot of that will be exported as LNG but could also be used domestically (a better value proposition as it is expensive to convert to LNG & export). If President Trump provides tax incentives to utilities and other end users I bet we could see some type of partnership/joint venture to help integrate these NG generators in manufacturing centers & data centers.

Both KMI & WMB will benefit but who/what companies will help deliver the last mile to these facilities. It could be a good opportunity for some company to build out a turnkey NG to electric system.

There was this deal

  1. Kinetrex Energy Acquisition:
    • In July 2021, Kinder Morgan announced the acquisition of Kinetrex Energy, a leading supplier of liquefied natural gas (LNG) and renewable natural gas (RNG) in the Midwest. This acquisition aligns with KMI's strategy to enhance its presence in the RNG market, leveraging Kinetrex's expertise and customer relationships to meet emission reduction targets 1
      .
While specific distribution agreements with utility companies were not detailed in the search results, KMI's extensive pipeline infrastructure and partnerships suggest that they likely have ongoing agreements to supply natural gas and renewable energy solutions to various utility companies.
Will be watching the news as this is/was a big agenda item on President Trumps list.
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