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Western Midstream: My Top Yield-To-Risk MLP Pick Right Now
Seeking Alpha· 2025-07-19 13:15
Group 1 - The article discusses a comparison between MPLX LP and Western Midstream to determine which MLP is a better investment choice [1] - The author, Roberts Berzins, has over a decade of experience in financial management and has contributed to the development of financial strategies for top-tier corporates [1] - Berzins has also worked on institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - The article does not provide any specific financial data or performance metrics for MPLX LP or Western Midstream [1] - There is no mention of any recent events or news that could impact the performance of these companies [1]
Could Buying Enterprise Products Partners Stock Today Set You Up for Life?
The Motley Fool· 2025-07-19 08:58
Group 1 - Enterprise Products Partners is one of the largest midstream businesses in North America, owning vital energy infrastructure such as pipelines, storage, processing, and transportation assets [2] - The company operates as a toll taker, charging fees for the use of its infrastructure, making it less sensitive to commodity price fluctuations and more reliant on consistent energy demand [4] - Enterprise has increased its distribution every year for 26 consecutive years, demonstrating resilience even during energy downturns, including the COVID-19 pandemic [5] Group 2 - The current distribution yield for Enterprise is 6.9%, significantly higher than the S&P 500's yield of approximately 1.3% and the average energy stock yield of 3.5% [6] - The company maintains an investment-grade-rated balance sheet, providing a strong financial foundation for potential debt financing and capital investments [7] - Reliable cash flows allow Enterprise to cover its distribution by around 1.7 times, enabling self-funding for growth and providing a buffer against financial adversity [8] Group 3 - The substantial distribution yield is expected to contribute significantly to investor returns over time, making Enterprise Products Partners a suitable option for those seeking a lifetime of reliable income [9]
Kinder Morgan Q2 Results: Natural Gas Trends Drive Constructive Outlook
Seeking Alpha· 2025-07-18 12:00
JHVEPhoto Kinder Morgan (NYSE:KMI) reported earnings after the bell on Wednesday, providing details on its growing project backlog and constructive outlook, largely fueled by increasing demand for natural gas. The midstream company emphasized the important role of liquefied natural ...
EPD Advances Backlog of Growth Projects: Will This Boost Margins?
ZACKS· 2025-07-17 18:21
Key Takeaways EPD is advancing $6B of its $7.6B capital projects, with major assets set to enter service in 2025. Around 80% of EPD's gross operating margin in first-quarter 2025 came from fee-based contracts. EPD has already committed $1.8-$1.9B of its 2026 capital budget to projects with final approval.Enterprise Products Partners (EPD) is rapidly advancing its $7.6-billion capital project slate, with $6 billion in assets expected to enter service in 2025. The major infrastructure projects include two ...
Eni Seals Long-Term LNG Purchase Deal With Venture Global's CP2 Plant
ZACKS· 2025-07-17 16:21
Key Takeaways E signs 20-year SPA to purchase 2 mtpa of LNG from Venture Global's CP2 LNG facility in Louisiana. This marks Eni's first long-term LNG agreement with a U.S.-based exporter, expanding its global LNG reach. With Eni onboard, CP2's total contracted LNG volumes now stand at 13.5 mtpa across multiple global buyers.Eni S.p.A (E) , an Italian integrated energy firm, has signed a long-term sales and purchase agreement (SPA) with Venture Global Inc. (VG) , a U.S.-based liquefied natural gas (“LNG”) ...
Why MPLX LP (MPLX) is a Top Growth Stock for the Long-Term
ZACKS· 2025-07-17 14:46
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...
Martin Midstream Partners(MMLP) - 2025 Q2 - Earnings Call Presentation
2025-07-17 13:00
Q2 2025 Performance - Adjusted EBITDA for Q2 2025 was $27.1 million[3], compared to $31.7 million in Q2 2024[3, 4], a decrease of 14.5% - The Transportation segment's Adjusted EBITDA decreased from $11.2 million in Q2 2024 to $8.5 million in Q2 2025[3, 4], a decrease of 24.1% - The Specialty Products segment's Adjusted EBITDA decreased from $5.7 million in Q2 2024 to $4.4 million in Q2 2025[3, 4], a decrease of 22.8% - The Sulfur Services segment's Adjusted EBITDA decreased from $10.6 million in Q2 2024 to $9.7 million in Q2 2025[3, 4], a decrease of 8.5% - The Terminalling & Storage segment's Adjusted EBITDA increased from $8.0 million in Q2 2024 to $8.4 million in Q2 2025[3, 4], an increase of 5% Full-Year 2025 Guidance - The company projects a full-year 2025 Adjusted EBITDA of $109.1 million[5] - Total segment adjusted EBITDA is projected to be $123.8 million[5] - Maintenance capital expenditures are estimated at $20.5 million, and plant turnaround costs at $5.4 million[5] - Total distributable cash flow is projected to be $27.8 million[5] - Total adjusted free cash flow is projected to be $18.8 million[5]
Enterprise Partners May Benefit From Near-Term Catalysts
Seeking Alpha· 2025-07-16 21:32
Enterprise Products Partners (NYSE: EPD ) is a conservatively run midstream MLP with near-term catalysts that may have a positive impact on unit price. This company offers something for both income-oriented investors and for thoseI manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate companies as a business - not a stock ticker - and invest when I judge the market to have significantly mispriced them. I have a degree in Engineering and ...
Enterprise Products Stock Appears Undervalued: Is it a Value Trap?
ZACKS· 2025-07-16 15:41
Key Takeaways EPD trades at 10.18x EV/EBITDA, below the industry average and peers like KMI and ENB. EPD has $7.6B in growth projects, with $1.8-$1.9B already committed through 2026. EPD expects oil near $55-$60, potentially slowing production and pipeline demand.Enterprise Products Partners LP (EPD) is currently trading at a trailing 12-month enterprise value-to-EBITDA (EV/EBITDA) of 10.18x. This represents a discount compared with the broader industry average of 11.49x and midstream giants like Kinder M ...
Can Energy Transfer Gain From BIS' Current Stance on Ethane Export?
ZACKS· 2025-07-16 15:35
Core Insights - Energy Transfer LP (ET) is positioned for long-term value creation through its extensive pipeline network and strong exposure to the natural gas liquids (NGL) export market, particularly following the U.S. Bureau of Industry and Security's (BIS) decision to remove the license requirement for ethane exports to China [1][7]. Group 1: Regulatory Impact - The removal of the licensing requirement significantly reduces trade barriers for ethane exports to China, opening a major demand center for U.S. ethane [2]. - This regulatory change enhances Energy Transfer's competitiveness in the global ethane market, supporting higher utilization rates across its NGL infrastructure [4]. Group 2: Infrastructure and Operations - Energy Transfer operates over 140,000 miles of pipelines and has a strategic footprint in key producing regions such as the Permian, Eagle Ford, and Marcellus, enabling efficient transportation and export of hydrocarbons [3]. - The company is well-equipped to meet rising global ethane demand through its Marcus Hook terminal and pipeline network [7]. Group 3: Market Position and Performance - Energy Transfer's units have risen 3.9% in the past three months, outperforming the Zacks Oil and Gas - Production Pipeline - MLB industry's growth of 2.8% [6]. - The current trailing 12-month EV/EBITDA for Energy Transfer is 10.16X, compared to the industry average of 11.54X, indicating that the firm is undervalued relative to its peers [10]. Group 4: Earnings Estimates - The Zacks Consensus Estimate for Energy Transfer's 2025 earnings per unit indicates a decline of 1.33%, while the estimate for 2026 shows an increase of 2.56% [9].