3 Great Reasons to Buy Energy Transfer and Hold Through at Least 2030

Core Viewpoint - Energy Transfer has demonstrated strong investment performance with a 22.5% increase in unit price over the past year, leading to a total return exceeding 30% when including cash distributions [1] Group 1: Growth Catalysts - The company is strategically positioned in the Permian Basin, enhancing its platform through expansions of gas processing plants and the construction of new facilities to increase processing capacity [2] - Energy Transfer is expanding its gas infrastructure to meet rising demand, with 105,000 miles of pipelines and 236 billion cubic feet of gas storage capacity, positioning it well to capitalize on growing gas demand from sectors like AI data centers and electric vehicles [3][4] - The company has received requests to connect gas supplies to over 60 new power plants and up to 70 data centers, indicating strong demand for its services [5] Group 2: NGL Export Demand - Energy Transfer's infrastructure supports the production, transportation, and export of natural gas liquids (NGLs), positioning it to benefit from increasing global demand for U.S. NGLs [6] - The company is expanding its gas processing plants to separate more NGLs and investing in projects to enhance its capacity for NGL transportation and export [7][9] Group 3: Overall Growth Drivers - The combination of growing volumes from the Permian, increasing gas demand, and rising NGL export demand positions Energy Transfer for continued growth, with a current distribution yield of 6.8% [10]