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Technology Stocks : KMI- a fallen high dividend yielder - for how long? -- Ignore unavailable to you. Want to Upgrade?

To: candsrr who wrote (249)	5/11/2024 3:46:13 PM
From: E_K_S	Read Replies (1) \| Respond to 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. ---------------------------------------------------- AI Perplexity.com provides some input here: Here are some examples of data centers that use natural gas to power their operations: 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 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 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 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 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

To: candsrr who wrote (249)	5/12/2024 8:20:44 AM
From: robert b furman	3 Recommendations Recommended By candsrr Jon Koplik OldAIMGuy Respond to of 357

Good Morning candsrr, My account is being transferred from TDA to Schwab this weekend, so I was looking at my positions at Stockcharts.com. I came to KMI and I said WOW, that looks like it is on the edge of a breakout. It's about time that the AI story finally impacts KMI. The ongoing demand for heavy electricity use that AI requires bodes well for reliable base load electricity generation. Add to that the exporting of LNG to Asia and Europe. Add to that exporting by pipeline to Mexico ,and KMI has a better growth story than any individual utility IMO. With their debt getting paid down below what their original target was, coupled with their huge free cash flow, my bet is Kinder's long promised and longer awaited $1.25 will look small over the next 2-3 years. I had thought that KMI would be in the 20's two years ago. Then it fell back into the upper teens and I kept selling puts and buying more shares. It now is my largest share position and I am more than comfortable about the investment. The deferred increases in the dividends has allowed greater debt reduction, I'm OK with that. In my retirement, I became even more of a long term positional buyer of stocks. Managing debt assures the stability of a company in any scenario. We've been barraged by so much misleading hype regarding renewables being cheap and EV's making the ICE obsolete, that it has been hard to see the longer term truth about fossil fuels and their superior energy efficiency. It strikes me as more than unusual that all of the emerging markets are embracing coal and natural gas while the "Wealthy" OECD countries are supposed dive into the more expensive less reliable renewable sources. Germany is now the poster child of how to do it wrong. When a country plans on going into the more expensive sources for energy, they are embracing an unintended consequence of their manufacturing sector declining and moving out of the noncompetitive cost environment. Fossil fuels will have long term demand and GROWTH. It is the emerging markets (India, Africa, Asia) that have a young demographic and expanding populations. Demand for fossil fuel historically has always understated the growing demand of the emerging markets sector. STILL DOES! The US as a country has more fossil fuels than any one. Our competitors have long funded Environmental groups to hog tie the harvesting of our resources. We do it cleaner and more efficient than anyone. A proper plan to produce them in quantity and export it like the Saudi's do will result in cheap energy for all. It is just another of the great scams the world puts on our wealth creation capabilities. It results in a wealth redistribution transfer on "the country level". It is never discussed that way. It is a scam of huge proportions IMO. Thanks for the post - good to have you here on this sleeper thread. <smile> Bob