Energy Transfer LP (NYSE:ET) is one of the best value stocks in Goldman Sachs’ portfolio. Energy Transfer is one of the largest and most diversified midstream operators in North America, with an extensive portfolio spanning natural gas, NGLs, crude oil, and refined products. The stock is a strong Buy as per the consensus of analysts, which still indicates more than 34% potential upside, and recent analyst views have been suggesting an optimistic outlook. In fact, on September 11 and 18, analysts from UBS ...

DALLAS--(BUSINESS WIRE)--Transwestern Pipeline Company, LLC (Transwestern), a subsidiary of Energy Transfer LP (NYSE: ET), today announced the launch of a binding open season for an expansion of its system in Texas, New Mexico and Arizona to transport supplies of natural gas in the Permian Basin to markets in the Desert Southwest. The open season begins at 12:00 p.m. CDT on September 26, 2025, and ends at 12:00 p.m. CDT on October 25, 2025. The Desert Southwest expansion project is a combinatio. ...

Core Viewpoint - The article highlights two pipeline stocks, Energy Transfer and Genesis Energy, as having strong upside potential for investors, particularly in the current market environment where AI stocks are gaining attention. Group 1: Energy Transfer - Energy Transfer has established one of the largest midstream systems in the U.S., handling natural gas, crude oil, NGLs, and refined products, benefiting from volume movements and regional spreads [2] - The company plans to invest approximately $5 billion in growth capital expenditures this year, an increase from $3 billion the previous year, focusing on projects in the Permian Basin [3] - The Lake Charles LNG project is progressing, which could secure long-term cash flows as global LNG demand is projected to grow by 60% by 2040 [4] - Financially, Energy Transfer is in a strong position with low leverage, expecting 90% of 2025 EBITDA from fee-based contracts, and plans to increase its distribution by 3% to 5% annually [5] Group 2: Genesis Energy - Genesis Energy has improved its financial health by selling its soda ash business for $1.4 billion, using the proceeds to reduce debt and save approximately $84 million annually in interest [7] - The company is set to benefit from two major offshore projects, Shenandoah and Salamanca, which could add up to $150 million annually in operating profit once fully operational [8] - Shenandoah Phase One is expected to reach 100,000 barrels per day by the end of September, with plans to expand capacity to 140,000 barrels per day by 2026 [9] - Despite a challenging quarter for its marine transportation segment, Genesis anticipates generating free cash flow soon and aims to reduce its revolver balance by the end of 2025, potentially allowing for distribution increases [10] - While Genesis Energy carries more risk compared to Energy Transfer, it presents greater upside potential if its projects succeed [11]

Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1] - Wall Street is investing hundreds of billions into AI, but there is a critical question regarding the energy supply needed to support this technology [2] - AI data centers consume as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2] Group 2: Company Overview - A specific company, largely overlooked by AI investors, is positioned to benefit from the increasing demand for energy due to AI [3] - This company owns critical energy infrastructure assets and is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market cap, making it financially robust [8] Group 3: Market Position and Valuation - The company is trading at less than 7 times earnings, which is considered undervalued compared to its potential in the AI and energy sectors [10] - It also holds a substantial equity stake in another AI-related company, providing indirect exposure to multiple growth engines without a premium [9] - Wall Street is beginning to take notice of this company as it benefits from various market trends without the high valuations typical of the sector [8] Group 4: Future Outlook - The future of energy is closely tied to AI, with a focus on the need for infrastructure to support this technological shift [6] - The influx of talent into the AI sector is expected to drive rapid advancements and innovative ideas, reinforcing the importance of investing in this area [12] - The company is positioned to capitalize on the upcoming AI energy boom, making it a compelling investment opportunity [14]

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Energy Transfer (NYSE: ET ) is a $60 billion midstream company, one of the most valuable midstream companies in the world. The company has seen its share ...

Core Viewpoint - Energy Transfer is currently experiencing a dip in unit price, presenting a potential buying opportunity as the company is expected to recover and grow in the long term [1][2]. Financial Performance - Energy Transfer initially projected adjusted EBITDA between $16.1 billion and $16.5 billion for the year, indicating a growth rate of 3.9% to 6.5% compared to the previous year, which is below its historical double-digit growth rate since 2020 [4]. - The company's growth outlook has worsened due to weaker commodity prices, leading to expectations of adjusted EBITDA at or slightly below the low end of its guidance range [5]. Growth Catalysts - The company plans to invest $5 billion in growth capital projects this year, including significant projects like the Nederland Flexport NGL expansion and the Hugh Brinson Pipeline, which are expected to generate income starting in 2026 [6]. - Energy Transfer has a stake in Sunoco, which is set to acquire Parkland for $9.3 billion, providing a boost to Energy Transfer's earnings once the deal closes [8]. Future Projects - Energy Transfer has approved several new growth capital projects, including the Desert Southwest Expansion project, a $5.3 billion natural gas pipeline expected to enter service by the end of 2029 [9]. - The company is also working on the long-delayed Lake Charles LNG export terminal, which may receive approval this year, along with other natural gas pipeline expansions to meet rising demand [10]. Financial Position - Energy Transfer is in its strongest financial position in history, allowing for continued organic expansion and potential acquisitions as opportunities arise [11]. Investment Opportunity - The current dip in unit price has resulted in a lower valuation and a higher distribution yield of 7.6%, making it an attractive investment for those anticipating a growth reacceleration [12].

Industry Overview - The increasing adoption of artificial intelligence (AI) is transforming it from a tech story into a power story, as AI requires significant energy resources, primarily natural gas [3] - New data centers, essential for AI deployment, are predominantly powered by gas-fired plants, indicating a growing demand for natural gas pipelines [3] Company Insights - Chesapeake Energy merged with Southwestern Energy to form Expand Energy, which is now the largest natural gas producer in the U.S., with a production capacity expected to grow from 7.2 billion cubic feet per day (Bcf/d) to 7.5 Bcf/d by 2026 [5][6] - Expand Energy anticipates a substantial increase in free cash flow, projecting $425 million and $500 million in 2025 and 2026, respectively, due to synergies from the merger and reduced operating expenses [7] - ONEOK operates approximately 60,000 miles of pipelines and has seen increased demand from AI firms for its infrastructure, indicating a shift in focus from tech companies to energy needs [10][11] - Energy Transfer LP has over 130,000 miles of pipelines and has been increasing its distribution consistently since 2021, with rising natural gas demand expected to support this trend [14][15] Financial Performance - Expand Energy has committed to doubling its debt reduction to $1 billion in 2025 and has announced a variable dividend of 89 cents per share, increasing its yield from 2.4% to 3.3% [8] - ONEOK's long-term debt is approximately $30 billion, which is two-thirds of its $45 billion market cap, indicating a significant leverage position [13] - Energy Transfer has signed agreements to supply natural gas to data centers and is expanding its Transwestern Pipeline with a $5.3 billion investment to meet growing demand in Arizona and New Mexico [16][17]

Core Investment Opportunities - Elite dividend stocks can provide consistent cash payments to investors over time [1] - Energy Transfer and Brookfield Infrastructure are highlighted as two high-yield stocks [1] Energy Transfer - Energy Transfer operates approximately 140,000 miles of pipelines, transporting natural gas, crude oil, and refined products across the U.S. [4] - The company is building an LNG export facility in Louisiana to meet the increasing demand for liquefied natural gas in Europe, driven by the war in Ukraine [5] - Energy Transfer is positioned to benefit from the onshoring trend, as tariffs are expected to bring manufacturing back to the U.S. [6] - As a master limited partnership (MLP), Energy Transfer offers a 7.5% yield and plans to increase cash distributions by 3% to 5% annually [7] Brookfield Infrastructure - Brookfield Infrastructure operates across four segments: utilities, transport, midstream, and data, generating cash flows from various assets [10] - The company has a strong track record of growing funds from operations (FFO) by 14% annually since 2009 [11] - Brookfield expects cash distributions to grow by 5% to 9% annually, benefiting from trends such as AI, onshoring, and cleaner energy sources [10][12] - Lower interest rates could further enhance Brookfield's profitability by reducing financing costs [12]

Group 1 - The article provides a market analysis focusing on ONEOK Inc, Energy Transfer Equity LP, and Expand Energy Corp, highlighting their performance and market positioning [1] - It discusses the overall trends in the energy sector, emphasizing the impact of regulatory changes and market dynamics on these companies [1] - The analysis includes financial metrics and projections for the companies mentioned, indicating potential growth opportunities and challenges ahead [1] Group 2 - ONEOK Inc is noted for its strong infrastructure and strategic positioning in the natural gas sector, which may lead to increased revenue streams [1] - Energy Transfer Equity LP is highlighted for its extensive pipeline network and recent expansions, which could enhance its market share [1] - Expand Energy Corp is discussed in terms of its innovative approaches and potential for growth in renewable energy initiatives [1]

Core Viewpoint - Investing in leading pipeline master limited partnerships (MLPs) can generate significant monthly dividend income, with a suggested investment of $50,000 in each of three companies potentially yielding $1,000 per month in total distributions. Group 1: Industry Overview - The pipeline sector operates similarly to a toll road business, where energy prices have minimal direct impact on operational results and cash flows [2] - Current favorable market conditions and attractive historical valuations make this an opportune time to invest in pipeline stocks for high yields [2] Group 2: Energy Transfer - A $50,000 investment in Energy Transfer (ET) yields approximately $3,800 annually, translating to over $315 monthly [4] - The company's distribution is well-supported by a robust distributable cash flow coverage ratio of 1.7 times [4] - Energy Transfer has improved its balance sheet, reducing leverage to the low end of its targeted range [5] - About 90% of Energy Transfer's 2025 EBITDA is expected from fee-based contracts, minimizing energy price risk [6] - The company anticipates a distribution growth of 3% to 5% annually [7] Group 3: Enterprise Products Partners - A $50,000 investment in Enterprise Products Partners (EPD) generates about $3,450 annually, or over $287 monthly [8] - The company has consistently increased its distribution for 27 consecutive years, with a coverage ratio of 1.6 times and leverage of 3.1 times [9] - Approximately 80% of Enterprise's business relies on fee-based contracts, often with take-or-pay provisions [10] - The company raised its distribution by 3.8% year over year last quarter, indicating potential for future increases [10] Group 4: Western Midstream Partners - Investing $50,000 in Western Midstream Partners (WES) yields about $4,750 annually, or approximately $400 monthly [11] - The company's distribution is well-covered by cash flows, with leverage below 3 times [12] - Western Midstream primarily serves its parent company, Occidental Petroleum, providing strong visibility into cash flows [12] - The company is expanding its produced water business through acquisitions and organic projects, including a $2 billion deal for Aris Water Solutions [13] - Western Midstream aims to grow its distribution by mid to low single-digit percentages [13] Group 5: Conclusion - Energy Transfer, Enterprise Products Partners, and Western Midstream are attractive pipeline stocks with solid balance sheets, positioned for continued distribution growth [14]