| To: robert b furman who wrote (139) | 12/11/2021 10:38:26 AM | | From: robert b furman | | | | More proof that the articles detailing KMI's stagnant revenue growth is, are hit jobs on KMI and its growing multiple opportunities.
Natural gas for electricity generation domestically, displacing coal
Pipe line Natural gas exports to Mexico
Natural gas being converted into LNG to a craving world short in fossil fuels for heating in the winter
Growing emerging market needs for plastics and chemicals via export
Primary geographic location of their operations in the fastest population growing state in the US - Texas.
Collectively an ongoing growth machine for their many different pipelines/products.
Dec. 9, 2021
The U.S. will lead the world in liquefied natural gas export capacity by the end of 2022, according to a new Energy Department report, putting Houston LNG companies and the Gulf Coast at the center of the global industry.
The U.S. is expected to surpass Australia and Qatar when new units come online next year at Cameron Parish, La., terminals owned by Houston LNG company Cheniere Energy, the nation's top exporter, and Virginia-based Venture Global.
U.S. LNG peak production in November was estimated at 11.6 billion cubic feet per day, the Energy Department said. By the end of 2022, that is expected to grow to 13.9 billion cubic feet per day. Estimates put Australia's peak production at 11.4 billion cubic feet per day and Qatar's at 10.4 billion cubic feet per day, according to the Energy Department.
The vast amount of natural gas produced in the Permian Basin has led to a vast expansion of LNG operations along the Texas and Louisiana coasts, employing thousands from Brownsville to Corpus Christi and Houston to east of Port Arthur. The growing number of terminals have injected billions of dollars into the economies of the two states.
The LNG produced here is often bound for countries in Europe and Asia, where it is replacing coal as a key source of affordable energy.
"As the world looks to reduce emissions and make good on Paris and COP26 commitments, we believe U.S. LNG will play a vital role," said Charlie Riedl, executive director at the Center for Liquefied Natural Gas. "DOE’s announcement is a testament to our industry’s ambitious climate goals. Thanks to an enormous supply of natural gas, LNG exports are helping to grow U.S. climate leadership, drive down global greenhouse gas emissions and bring reliable baseload energy to people living in poverty, all while making valuable contributions to our economy."
Train 6 at Cheniere's Sabine Pass facility, which began producing LNG in late November, adds up to 760 million cubic feet per day of export capacity to the facility. The first export cargo from train 6 is expected to be shipped before the end of this year.
At Venture Global's Calcasieu Pass, production is expected to start before the end of this year. The new facility will have a capacity of up to 1.6 billion cubic feet per day.
In addition, the U.S. Federal Energy Regulatory Commission in October approved requests to increase LNG production at Sabine Pass and at Corpus Christi LNG terminals by a combined 700 million cubic feet per day.
U.S. LNG peak export capacity will further increase to an estimated 16.3 billion cubic feet per day in 2024 when construction of Golden Pass LNG near Port Arthur, the eighth U.S. LNG export facility, begins operating.
Bob |
| | KMI- a fallen high dividend yielder - for how long? | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| From: E_K_S | 2/2/2022 9:18:31 AM | | | | | | Williams Increases Quarterly Cash Dividend
02/01/2022
TULSA, Okla.--(BUSINESS WIRE)-- Williams’ (NYSE: WMB) board of directors has approved a regular dividend of $0.425 per share, or $1.70 annualized, on the company’s common stock, payable on March 28, 2022, to holders of record at the close of business on March 11, 2022.
This is a 3.7% increase from Williams’ first-quarter 2021 quarterly dividend of $.41 per share, paid in March 2021.
Some portion of this distribution may be considered a return of capital for tax purposes. Additional information regarding return of capital distributions is available at Williams’ investor relations website.
Williams has paid a common stock dividend every quarter since 1974. |
| | KMI- a fallen high dividend yielder - for how long? | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: robert b furman who wrote (145) | 2/23/2022 1:03:22 PM | | From: E_K_S | | | | Yes, I saw that Blackrock investment. They have been sniffing at REITs w/ 2 buy outs on ones I own; BRG and APTS.
They have so much money. Also heard they bought another pipeline and turned around and did a 10 year lease back. Wonder if KMI, PBA and/or WMB would want to sell some of their older marginal projects.
SRE also owns a NG pipeline into Mexico and out to the coast. Unfortunately, Jordan Cove LNG facility was terminated after many attempts to get the licensing. |
| | KMI- a fallen high dividend yielder - for how long? | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: robert b furman who wrote (148) | 3/8/2022 10:48:12 AM | | From: robert b furman | | | | To all on thread:
KMI has recently had a golden cross.
The 50 day has crossed over the 200 day ma.
stockcharts.com
The Vortex crossover has properly showed the reversal is now alive and well.
Blowing through resistance at the 18 price level, it appears some resistance is being digested at the 19 range.
KMI is a cash cow and it is now more than apparent than ever that the world will be embracing safe and secure LNG from the USA.
Chenierre has signed a long term contract with BHP and it appears a FID on their liqefaction plans for Corpus Christi will soon be justified by fixed tem long term contracts.
This is perfect for both of KMI's new 42 inch pipelines form the Permian region One for gas and one for crude.
With KMI's huge FFO and free cash flow, the stated 3% dividend increase for 2022 is considered safe to very safe depending on what article one reads.
This stock is very shareholder friendly and a leader in ESG.
I like that management owns 13% of the outstanding and is also buying back up to 1.4 bullion in shares.
If you want a solid retirement dividend income stock, this one is in the top 3% yielders(6.5%) of the S&P and the top 90th percentile of free cash flow in the S&P.
seekingalpha.com
I think it will be in the 20's after they enact the 2022 dividend increase this next month.
Bob |
| | KMI- a fallen high dividend yielder - for how long? | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| |
