The war with Iran has reached a pivotal moment. President Trump issued an ultimatum late last week that Iran must reopen the Strait of Hormuz within 48 hours, or the U.S. would start destroying the country's power plants. The President extended that deadline by five days on Monday morning following constructive dialogue with Iran over the weekend. If those talks lead to peace, oil prices could drop significantly. However, a collapse in the talks would likely trigger a reescalation of the conflict, driving o ...

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Conagra Brands is viewed as a strong defensive investment during periods of stagflation due to its position in the consumer staples sector. Stagflationary periods cause consumers to tighten their belts. As a producer of essential food items, Conagra’s demand remains stable, or “recession-resistant,” because people must eat regardless of economic conditions. Also, the company has demonstrated the ability to pass on rising input costs to consumers, a critical capability during stagflation.Shares of the consum ...

Energy Transfer LP (ET +0.26%) has delivered a total return of more than 250% over the last five years. This performance has absolutely trounced that of the S&P 500 (^GSPC 1.51%). The midstream energy leader is already making money for unitholders in 2026, jumping roughly 17% in less than four months. The future for Energy Transfer looks bright, too. Could investing $10,000 in this high-flying pipeline stock make you a millionaire?NYSE : ETEnergy TransferToday's Change( 0.26 %) $ 0.05Current Price$ 19.01Key ...

Core Insights - Current oil and natural gas market conditions may appear to favor the share performance of Master Limited Partnerships (MLPs) like Energy Transfer (ET), but this is misleading [1]. Group 1: Market Conditions - Energy resource prices are currently high, yet this does not translate into positive performance for MLPs [1]. Group 2: Company Analysis - Energy Transfer (ET) is highlighted as a specific MLP that may not benefit from the prevailing market conditions despite the apparent advantages [1].

Energy Transfer LP (NYSE:ET) is included among the 15 Dividend Stocks to Buy for Steady Income. Raymond James Sees Attractive Outlook for Energy Transfer (ET), Adds to Favorites On March 19, Raymond James added Energy Transfer LP (NYSE:ET) to its Analyst Current Favorites list. The list highlights top stock ideas from the firm’s equity analysts, with each analyst limited to one “buy” idea at a time. In this case, the analyst said the relative outlook for Energy Transfer looks very attractive. In a CNBC ...

Core Viewpoint - WTI crude oil prices have surged 50% in a month, reaching $100 per barrel, driven by geopolitical risks related to the conflict with Iran, impacting energy markets significantly [1] Group 1: Midstream Pipeline Partnerships - Four midstream pipeline partnerships are positioned to benefit from higher oil prices as they earn fees based on the volume of hydrocarbons transported, not the price of oil [2] - The geopolitical situation regarding Iran is seen as a tailwind for these partnerships, enhancing their revenue potential [2] Group 2: Enterprise Products Partners (EPD) - Enterprise Products Partners has a market cap of $80 billion and a current price of $37.04, with a dividend yield of 5.87% and a history of 27 consecutive years of distribution growth [4] - The partnership reported record volumes despite WTI price fluctuations, with a natural gas processing inlet of 8.1 Bcf/d and total pipeline throughput of 14.1 million BPD-equivalent [5] - The Neches River NGL marine terminal Phase 2 is expected to enhance export capacity by Q2 2026, reflecting strong international demand for U.S. energy [5] Group 3: Energy Transfer (ET) - Energy Transfer has a market cap of $64 billion and a current price of $18.66, with a distribution yield of 7.10% [7] - The partnership has secured natural gas supply agreements for Oracle data centers, enhancing its infrastructure scale [9] - A Q4 EPS miss was attributed to non-cash impairment and interest expenses, not operational weaknesses [9] Group 4: MPLX - MPLX has a market cap of $58 billion and a current price of $57.37, with a dividend yield of 7.09% and a distribution growth rate of 12.5% year-over-year [10] - The partnership is expanding its Gulf Coast export infrastructure, with significant projects expected to enhance its value as global demand shifts [11] Group 5: Western Midstream Partners (WES) - Western Midstream Partners has a market cap of $16 billion and offers the highest yield in the group at 8.89% [12] - The partnership has seen record natural gas throughput and significant growth in produced-water services following an acquisition [13] - Despite its high yield, the partnership faces risks related to pricing volatility and expected throughput declines [14] Group 6: Common Characteristics - All four partnerships operate on a fee-based model, insulated from commodity price volatility due to take-or-pay and fixed-fee contract structures [15] - Increased drilling activity in response to high WTI prices will allow these pipelines to capture additional volume, reinforcing their income stability during geopolitical shocks [16]

Core Viewpoint - With crude oil prices exceeding $100 per barrel, energy stocks are becoming increasingly attractive to investors, particularly those focusing on stability and dividends to mitigate risks while capitalizing on the oil and gas boom [1]. Group 1: Chevron - Chevron has adopted a shareholder-friendly strategy, expecting to increase total production by 7% to 10% by 2026 while reducing operating expenses through layoffs and cost-cutting measures [4]. - The current market capitalization of Chevron is $395 billion, with a current price of $198.61 and a year-to-date rally of nearly 30% [5][6]. - Chevron offers a forward dividend yield of 3.6% and has a nearly 40-year track record of dividend growth, with potential earnings growth exceeding 80% from 2025 levels [7]. Group 2: Energy Transfer - Energy Transfer operates midstream oil and gas assets across North America, generating substantial earnings and distributing most of its earnings to shareholders as a master limited partnership (MLP) [8]. - The current market capitalization of Energy Transfer is $65 billion, with a current price of $18.66 and a forward yield of 7.1% [9][10]. - Energy Transfer anticipates annual distribution growth of 3% to 5% driven by ongoing projects, which could lead to capital appreciation [11]. Group 3: ExxonMobil - ExxonMobil has increased its estimated cost savings from the acquisition of Pioneer Natural Resources from $2 billion to $3 billion and is also focusing on production increases and cost-saving opportunities [12]. - The current market capitalization of ExxonMobil is $662 billion, with a current price of $157.58 and a 43-year track record of dividend growth [13][14]. - ExxonMobil has a forward dividend yield of 2.6% and repurchased $20 billion worth of shares last year while growing its quarterly dividend, indicating strong return-of-capital efforts [14].

Core Insights - Energy Transfer (ET) has achieved scale and stability, securing long-term demand visibility and is currently in a multi-year growth execution phase [1] Company Overview - Energy Transfer is transitioning towards becoming a purer cash-generating entity, although it has not fully completed this transformation yet [1]

Key Takeaways Energy Transfer underperformed peers, slipping 0.3% while rivals like PAA and EPD posted gains.ET benefits from fee-based contracts, with ~90% of revenues tied to transport and storage services.Energy Transfer saw higher Q4 volumes and began gas supply deals with Oracle data centers in Texas.Units of Energy Transfer LP (ET) have declined 0.3% over the past month against the Zacks Oil and Gas - Production Pipeline - MLB industry’s growth of 0.8%. The midstream company operates an extensive U.S. ...