Jan. 27 at 1:20 PM
🌍⚡ World order shifting - pipelines keep printing cash.
As Europe slides deeper into energy dependence, U.S. midstream stocks are locking in fees, cash flow, and big dividends. Two standouts:
1️⃣
$EPD : 6.7% yield
Enterprise Products is a toll booth on America’s LNG boom. With 50k miles of pipelines and a fee-based model,
$EPD thrives regardless of oil prices. The U.S. now supplies ~58% of EU LNG.
📌 27 straight years of distribution growth
📌
$61B returned to shareholders
📌 Trading below average price target
2️⃣
$KNTK : 8.2% yield
Kinetik is pure Permian leverage. Fixed-fee contracts, LNG growth, and rising AI/data-center power demand drive durable cash flow. Sour gas? Higher fees.
📌 LNG exports set to double by 2030
📌 Expanding pipelines & processing
📌 Dividend just raised
💰 Hard assets. Contracted cash. Rising dividends.
