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Key Takeaways The Alerian MLP Index is down 2.5% in 2025, underperforming energy peers and broader markets.Volume growth, contract resets and delayed project earnings have weighed on MLP valuations.EPD, ET and PAA stand out with scale, diversification and tailwinds expected to lift results in 2026.Master limited partnerships (or MLPs) have clearly trailed the broader market in 2025. While the Energy Select Sector SPDR, a popular way to track oil/energy companies, has gained about 3.2% year to date, the benc ...

Core Insights - JR Research is recognized as a top analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors, as well as growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with strong growth potential and significant upside recovery possibilities [1] Investment Strategy - The analyst combines price action analysis with fundamental investing, avoiding overhyped stocks while capitalizing on beaten-down stocks [1] - The investment outlook is typically 18 to 24 months, focusing on growth stocks with robust fundamentals and attractive valuations [1] - The group aims to attract investors looking for growth stocks with buying momentum and turnaround plays [1]

分组1 - The total return of Energy Transfer LP Common Units (ET) has exceeded 45% since August 2023, indicating strong performance in the market [1] - Daniel Sereda, a chief investment analyst, emphasizes the importance of filtering vast amounts of data to identify critical investment ideas [1] - The investing group Beyond the Wall Investing provides access to high-quality analysis and insights that institutional market participants prioritize [1] 分组2 - The article reflects a beneficial long position in ET shares, indicating confidence in the company's future performance [2] - The analysis is presented as an independent opinion, with no external compensation influencing the views expressed [2]

Key Points Energy Transfer hasn't made an acquisition since the middle of 2024. The company recently stopped work on Lake Charles LNG after it was so close to approving the project. I predict both trends will change in 2026. 10 stocks we like better than Energy Transfer › Energy Transfer (NYSE: ET) is having a rather disappointing 2025. Units of the master limited partnership (MLP) are down over 15% year-to-date. That's due in part to a significant slowdown in its earnings growth rate. However, I ...

Key Takeaways ET to expand the Transwestern Desert Southwest project, raising capacity using larger 48-inch pipelines.Natural gas demand in Arizona and New Mexico is rising due to population growth and data center development.The project's estimated total cost is $5.6 billion, supported by long-term shipping contracts.Energy Transfer LP (ET) announced plans to expand the Transwestern Pipeline as part of its Desert Southwest expansion project. The company will increase the pipeline diameter to 48 inches from ...

Core Viewpoint - Energy Transfer has decided to suspend the development of its Lake Charles LNG project, which has faced numerous challenges over the past decade, despite having secured commercial agreements and nearing a Final Investment Decision (FID) [1][2][4]. Group 1: Project Challenges - The Lake Charles LNG project was designed to liquefy and export 16.5 million metric tons per annum but has encountered obstacles such as difficult marketing conditions, loss of joint venture partner Shell, intense competition, and permitting issues [4]. - The company aimed to sell down 80% of its interest to equity partners before moving forward, but has only secured a 30% stake from MidOcean Energy, leaving 50% interest unsold [7]. Group 2: Strategic Focus - Energy Transfer is shifting its focus to capital allocation for its growing backlog of natural gas pipeline infrastructure projects, which present better risk/reward profiles compared to Lake Charles LNG [8]. - The company has announced an increase in the transportation capacity of the Transwestern Pipeline's Desert Southwest expansion project, now planning a 48-inch pipeline with a capacity of up to 2.3 billion cubic feet per day at a cost of $5.6 billion [9]. Group 3: Financial Outlook - Energy Transfer expects its 2026 capital spending to rise to $5.2 billion, an increase of $200 million from its initial budget, allowing for multiple expansions including the Hugh Brinson Pipeline [10]. - The company is also working on several other projects, including potential expansions of the Dakota Access Pipeline, which is on track for an FID by mid-next year [11]. Group 4: Investment Discipline - The company is adopting a more disciplined approach to project approvals, focusing on the best investment opportunities to avoid financial strain, which has led to the suspension of the Lake Charles LNG project [13].

This MLP offers a higher-octane income stream.Energy Transfer (ET +1.14%) is one of the largest and most diversified energy midstream companies. It owns interests in over 140,000 miles of pipelines across the country that transport crude oil, natural gas, natural gas liquids, and refined products. The master limited partnership (MLP) also owns processing plants, export terminals, and other related energy midstream infrastructure. I own units of Energy Transfer, which is one of my favorite high-yielding inve ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Over the past months, I have started expanding coverage towards midstream companies. I believe midstream companies are attractive due to their pricing model, which provides extremely limited exposure to volatility in commodity prices. This results ...

Energy Transfer on Thursday said it is suspending the development of its Lake Charles liquefied natural gas export facility in Louisiana to focus on allocating funds to natural gas pipeline projects. ...