Investing Topics: Pipelines
TC Energy Divides to Conquer
By
Roger S. Conrad on
Jul. 29, 2023
Last week, leading North American midstream energy company TC Energy (TSX: TRP, NYSE: TRP) announced it will spin off its Liquids Pipelines division into a separate company. The news dramatically overshadowed TC’s scheduled Q2 earnings results and guidance, and appeared to convince some investors to flee the stock.
Mid-Summer Update: Business Momentum Picks up Steam
By
Roger S. Conrad on
Jul. 21, 2021
Our best in class utilities and essential services companies proved their resilience in pandemic-riddled 2020.
Bidding War! Midstream M&A’s Train Picks Up Steam
By
Roger S. Conrad on
Jun. 4, 2021
Too many small owners lacking critical scale, and unprecedented roadblocks to new energy pipeline infrastructure was at the core of the wave of US oil and gas midstream dividend cuts and bankruptcies of the past few years. But now those same forces are spawning something considerably more positive for investors.
Kinder Morgan’s Big Q1: More Than a One-Time Windfall
By
Roger S. Conrad on
Apr. 23, 2021
Even without a repeat of the company’s Q1 windfall, the benefits to Kinder Morgan Inc.’s (NYSE: KMI) underlying business and balance sheet are likely to continue flowing throughout the rest of 2021 and beyond.
Kinder Morgan and the Emerging Pipeline Shortage
By
Roger S. Conrad on
Jan. 22, 2021
Getting Kinder Morgan Inc's (NYSE: KMI) Permian Highway Pipeline on line and running was not without obstacles. And getting it past fierce opposition testifies to the strength of Kinder’s management
Q2 Takeaways from a Midstream Company that Matters
By
Roger S. Conrad on
Jul. 24, 2020
The numbers were never going to be pretty for North American energy midstream companies. Management teams warned this spring that Covid-19 fallout was crushing volumes on both the upstream and downstream ends of the business. But with Kinder Morgan Inc. (NYSE: KMI) clearly managing these turbulent times, investors can afford to remain patient with this sector.
Despite DAPL, There’s Still Life in Midstream
By
Roger S. Conrad on
Jul. 8, 2020
The key for investors isn't the fate of one pipeline or another. It's how well-positioned companies are to handle a setback at an asset they own or are building. We win by focusing on the handful of companies that are best-positioned to emerge from this shakeout.
Dominion Wins a Battle, But Pipeline Wars Continue
By
Roger S. Conrad on
Jun. 16, 2020
On a 7-2 vote, SCOTUS overturned the lower court ruling that had rejected U.S. Forest Service authority to allow the ACP to cross the Appalachian Trail. Their decision affirms that jurisdiction. Completing the 600-mile project to link natural gas from Appalachia to demand in the Carolinas and Virginia, however, is not a done deal.
Kinder Delivers in Q3, Other Midstream May Not
By
Roger S. Conrad on
Oct. 22, 2019
What we learn from sector-wide trends is not just key to investing in Kinder Morgan Inc (NYSE: KMI), but to the entire North American energy midstream sector.
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