KMI- a fallen high dividend yielder - for how long? Message Board

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Technology Stocks : KMI- a fallen high dividend yielder - for how long?

KMI 26.08

-0.3%

Oct 28 3:59 PM EDT

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From: E_K_S	9/29/2025 7:48:49 PM
	5 Recommendations of 354

RE: Kinder Morgan Inc (KMI) The investment bank UBS projects that Kinder Morgan (KMI) could add between $7 billion and $11 billion in new growth projects to its backlog over the next two years. This optimistic outlook is driven by several key factors and aligns with the company's recent operational updates: Growing Project Backlog: Kinder Morgan's existing project backlog has already been expanding significantly, reaching $9.3 billion as of the second quarter of 2025 (up from $8.8 billion in Q1 2025 and $8.1 billion in Q4 2024). The company added $1.3 billion in new projects during the second quarter. Natural Gas and Power Demand: The primary driver for this growth is the booming demand for natural gas. Liquefied Natural Gas (LNG) Exports: A substantial part of the current and expected backlog is dedicated to serving the growing U.S. LNG export market. Kinder Morgan currently transports a significant percentage of U.S. LNG feed gas and expects its capacity to LNG facilities to grow substantially by the end of 2028. Power Generation: Roughly half of Kinder Morgan's existing project backlog is associated with supporting the power generation sector. This includes increased demand from factors like population growth, industrial reshoring, and the massive power needs of new AI data centers. Major Projects: The current backlog includes several large-scale natural gas pipeline expansions, such as: The South System Expansion 4 (SSE4) project (estimated at around $3 billion). The Mississippi Crossing (MSX) project (estimated at around $1.4 - $1.7 billion). The Trident Intrastate Pipeline project (estimated at around $1.6 - $1.8 billion). Financial and Regulatory Tailwinds: UBS and other analysts note that a more favorable federal permitting environment and tax advantages, like the reinstatement of bonus depreciation, could support Kinder Morgan's capital investment plans and boost cash flows, particularly in 2026 and 2027. The UBS note reinforces the view that Kinder Morgan is well-positioned to benefit from the sustained long-term demand for natural gas in North America, with its vast pipeline network and focus on projects backed by long-term customer commitments. ----------------------------------------------------------------------------- WMB broke into All Time Highs last week. Looks like AI Data Center demand is starting to kick in.

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