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KMI市场: 美股
Kinder Morgan, Inc. · TradingView
- 最新收盘
- $32.25
- +17.2% 自 2025-10-09
- 观点
- 8
- 观点倾向
- 看多 8看空 0
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观点概览
2026-10-03 – 2026-10-09
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I also like infrastructure stocks owning real assets, especially those tied to the energy markets like Kinder Morgan, whose pipeline collects fees and pays a 3.7% dividend.
Next, KMI Kinder Morgan. So, Kinder Morgan, same playbook, gas pipelines feeding data centers except it's a normal corporation, thank God. So, you get a regular 1099. But, their CEO said something that I can't stop thinking about. He said, quote, "Approximately 70% of future power demand from data centers under development is in states served by our assets." 70%. That's not some analyst guessing, that's the CEO on record looking at their own map. They've got 78,000 mi of pipeline, 10.1 billion backlog, 92% natural gas, about 60% of it feeding power generation. It's fee-based, long-term contracts, it's another toll road. Credit their credit rating just got upgraded, so very, very beautiful.
This is a tailwind reiterated for these companies.
