"I look forward to the conference to network with like-minded individuals who understand the industry. Sharing experiences and solutions helps tremendously." Post this A CURATED AGENDA GROUNDED IN REAL-WORLD PRACTICE The 2026 agenda of more than 40 breakout sessions spans the full lifecycle of Commercial Payments—from foundational program design and optimization to advanced topics like AI adoption, cybersecurity, working capital management, supplier enablement and global program management.Session speakers ...

回顾与现状：周期轮回与紧平衡格局 2020-2024 年全球天然气行业完成"需求塌陷与低价—供给冲击与价涨—供给宽松与价跌"的完整轮回，荷兰 TTF 现 货价格经历极端波动后回落，全球贸易格局实现结构性重塑，欧盟 LNG 进口份额先升后降，美国跃居全球最大 LNG 出 口国，中国重回最大进口国，行业从"区域市场"加速向"全球一体化、LNG 主导"格局演进。2025 年全球天然气市 场呈"量缓价高、结构性紧平衡"，需求增速放缓至 0.9%，供给端依赖北美 LNG 新项目增量但受俄气管道中断等因素 抵消，仍偏紧；需求端欧洲因低库存进行高价补库，亚洲需求稳步增长，中国天然气需求短期增速回落但有望重回高 增长通道。 展望：LNG"超级扩张周期"下的供需重构，欧洲、亚洲气价中枢下行 供给侧：2026 年成为全球 LNG"超级扩张周期"的关键拐点，2026-2030 年预计累计新增约 2.02 亿吨 LNG 产能，较 2025 年增长约 40%，年均增速约 6.8%，产能扩张高度集中于北美与中东，供应版图从"多极分散"加速向"美卡双核" 重塑。同时，俄罗斯管道气"西退东进"与欧盟分步禁俄气的制度安排，使得全球管道气份额持 ...

Core Insights - Global natural gas demand is projected to grow nearly 2% in 2026, driven by a new wave of liquefied natural gas (LNG) supply that is reshaping market dynamics [2][9] - North America is leading the LNG investment surge, with over 80 billion cubic meters (bcm) of U.S. capacity reaching final investment decisions in 2025, reinforcing its position as the world's largest LNG supplier [4][9] - The expansion of LNG supply is expected to enhance market liquidity and reduce long-term price pressures, although short-term price volatility may still occur due to external factors [3][7] LNG Market Dynamics - The International Energy Agency anticipates that global LNG supply will grow by 6.7% in 2025, with a further acceleration to over 7% in 2026, marking the fastest growth since 2019 [5] - LNG is increasingly linking gas markets globally, allowing for more flexible cargo movements and tighter price correlations between European and Asian markets [3] - Demand growth is expected to be primarily driven by China and emerging Asian markets, while European gas demand is forecasted to decline as renewables replace gas in power generation [6] Investment Opportunities - Companies such as Shell, Kinder Morgan, and ExxonMobil are positioned to benefit from the expanding LNG market, each playing a significant role in the LNG value chain [9][10] - Shell has a long-standing presence in the LNG industry, with about 40 million tons of equity capacity and operations across the entire LNG value chain [11][12] - Kinder Morgan focuses on reliability and logistics in its LNG business, with a vertically integrated model that includes liquefaction, storage, and delivery capabilities [13][14] - ExxonMobil has extensive LNG experience, producing nearly 25 million tons per year and engaging in key projects globally, including in Papua New Guinea and Australia [15][16]

Key Takeaways Energy ETFs benefit as Arctic weather drove heating demand while gas output fell.LNGX stands to gain as U.S. natural gas futures surged above $6/MMBtu for the first time since 2022.VDE offers diversified exposure after prices jumped 119% in five days, the biggest increase since 1990.In a dramatic reversal of market expectations, U.S. natural gas futures recently soared above $6 per million British thermal units (MMBtu) for the first time since 2022, after a powerful Arctic blast hit major part ...

Houston, Texas-based Kinder Morgan, Inc. (KMI) operates as an energy infrastructure company. Valued at $65.3 billion by market cap, the company owns and operates pipelines that transport natural gas, gasoline, crude oil, carbon dioxide, and other products, as well as terminals that store petroleum products and chemicals and handle bulk materials like coal and petroleum coke. Shares of this midstream giant have underperformed the broader market over the past year. KMI has gained 7.8% over this time frame, ...

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.Kinder Morgan, Inc. (NYSE: KMI ) is one of the largest energy infrastructure companies in the world, with a more than $60 billion market cap. The company ...

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.Kinder Morgan, Inc. (NYSE: KMI ) is one of the largest energy infrastructure companies in the world, with a more than $60 billion market cap. The company ...

Key Takeaways KMI operates 79,000 miles of pipelines, 700 Bcf of gas storage and 139 terminals across North America.EPD runs over 50,000 miles of pipelines and storage assets, serving multiple markets with fee-based contracts.ENB transports about 30% of North American oil and liquids and earns stable revenue via contracted assets.The overall energy sector is highly vulnerable to crude price volatility as prices of crude oil and refined products are driven by factors largely outside their control, including ...

Kinder Morgan natural gas facility with pipelines and storage tanks at dusk, illuminated company sign in foreground. Key Points Kinder Morgan's investment cycle remains strong, underpinning a robust dividend outlook. The growing backlog suggests growth could accelerate by year's end. Analysts and institutions provide a strong support base and are leading the market higher with price target revisions. Interested in Kinder Morgan, Inc.? Here are five stocks we like better. Kinder Morgan’s (NYSE: KMI ...

Kinder Morgan has high-powered total return potential.Technology stocks have been among the early leaders in cashing in on the AI boom. From semiconductor companies to cloud computing giants, the bulk of the early AI gains have come to companies developing compute power. They provide the GPUs and other specialized hardware needed to process data. However, these chips require a tremendous amount of electricity to operate at maximum capacity and need large cooling systems to prevent overheating. That's fuelin ...