The Pipes — Natural Gas & LNG Midstream · The Other Watts — Non-AI Energy
KMI
Kinder Morganloading…
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Largest US midstream by total pipeline mileage — 82,000 miles
What they do
Boring, steady, ~6% dividend yield. Carries about 40% of US natural gas at some point in its journey to end users . Permian-to-Gulf takeaway projects (Gulf Coast Express, Permian Highway) are the growth pieces. Re-rating possible if data-center gas demand becomes a Wall Street narrative. Bond-like steadiness, equity-like upside if rates fall.