Natural gas will help fuel the country's expected power boom. Electricity demand in the U.S. has grown at a rather meager rate of around 0.5% annually over the past couple of decades. However, the country is about to stomp on the gas. Forecasters predict that power demand will grow by 2% to 4% annually through 2030 on average. AI data centers are a big driver of this acceleration because they consume tremendous amounts of power. While most data center operators want to power their facilities with renewable ...

AlizadaStudios In my previous piece on Energy Transfer LP (NYSE:ET), I articulated a continued buy thesis after digesting the Q1, 2024 earnings report. The case was based on an attractive dividend yield of close to 8% that was underpinned by strong cash flows from which a sizeable chunk could be directed towards M&A, organic CapEx and/or share buyback activity. In other words, it was not only about the dividend, but also about the growth potential. Since then, ET has performed largely in line with the relev ...

MLPs can be a great source of rising passive income. Energy Transfer (ET 0.50%) is one of the largest, most diversified providers of energy midstream services in the country. Those assets generate lots of steady cash flow, about half of which the master limited partnership (MLP) distributes to investors. With its yield of over 8%, it's a popular income investment. Investors who like that income stream should check out fellow MLP Delek Logistics Partners (DKL 1.15%). The smaller midstream services provider c ...

Time 1 IN spooh Energy Transfer (NYSE:ET) is a master limited partnership [MLP] operating in the distribution of oil and gas. This MLP has very limited sensitivity to commodity prices as its earnings are primarily fee-based contracts, earning it revenue even when commodity prices are down. ET offers a highly attractive dividend yield of around 8% and has made significant strides in addressing challenges around high debt levels. The success of its deleveraging efforts now open up the possibility of increased ...

in l i II w Ildo Frazao ET stock: Recent insider transactions My last article on Energy Transfer LP stock (NYSE:ET) was published on Seeking Alpha about a month ago, on July 25, 2024, as you can see from the chart below. The article, entitled "AI Is Hungry For Power, Energy Transfer Will Deliver It," argued for a strong buy rating based on the power demands from AI-related technologies. Quote: All told, my conclusion is that ET offers a very skewed return/risk profile under current conditions, and thus reit ...

Units of Energy Transfer LP (ET) have rallied 21.8% year to date compared with its industry's growth of 20.8%. The oil and gas midstream firm owns a wide network of pipelines across the United States and is pursuing opportunities to serve growing power loads from new demand centers across its network. The firm is also a top exporter of liquefied petroleum gas and is working to expand natural gas liquids (NGL) export facilities to cater to the rising demand for NGL globally. The ET stock has also outperforme ...

How the stock could nearly double by the end of 2029. Most investors interested in Energy Transfer (ET 1.25%) are attracted to its high yield, which currently sits around 7.9%. The company currently pays a $0.32 quarterly distribution and is looking to increase that by between 3% to 5% a year moving forward. That is attractive in and of itself, but I also think the pipeline operator's stock could nearly double over the next five years. This would happen through a combination of growth projects, as well as m ...

JamesBrey Energy Transfer (NYSE:ET) was once known as a higher-risk, higher-reward MLP due to the shoot-from-the-hip approach of its Texas-based founder, Kelsey Warren, who aggressively deployed capital to chase ambitious growth projects and acquisitions. While there is nothing inherently wrong with this approach, it blew up in the company's face, especially in the wake of the 2020 COVID-19 energy market crash, prompting the partnership to slash its distribution materially. As a result, Energy Transfer unde ...

andyKRAKOVSKI/iStock via Getty Images Performance Assessment In my latest article on Energy Transfer (NYSE:ET), I had issued a 'Neutral/Hold' rating to reflect my views of performance in-line with the S&P 500 (SPY) (SPX): Performance since Author's Last Article on Energy Transfer (Seeking Alpha, Author's Last Article on Energy Transfer) Since then, ET has outperformed the S&P 500 by +5.35%, so one may argue that it has been a little bit of a missed opportunity. However, I am not too bothered by this omissio ...

i 1 2017 图1 1 日 1 1 19 11 1999 P T 11000 i tell Th H H ther i 0 F 11 187 thexfilephoto My thesis My thesis is about the company called Energy Transfer (NYSE:ET). ET appears to be a compelling investment opportunity in the current stock market when sentiment around growth stocks is cooling down rapidly. I think that there are numerous reasons to believe that ET is a Strong Buy. ET offers a rare opportunity to earn a massive 7.85% dividend yield. My stock analysis suggests that this dividend yield is safe and ...