Samuel Smith compares Enbridge and Kinder Morgan, highlighting strong macro trends like AI data center growth, reshoring of US industry, and rising LNG exports boosting demand for natural gas infrastructure. He analyzes their strengths, weaknesses, growth prospects, valuations, and risks, concluding that Enbridge currently offers a more attractive investment opportunity. This insight is part of the High Yield Investor group’s research focused on balancing safety, growth, yield, and value in energy infrastructure stocks.
Enbridge has agreed with KKR and Apollo to form a joint venture investing C$2.7 billion to fund the Aspen Point and Sunrise Expansion Programs of its Westcoast natural gas pipeline. These expansions, approved and backed by long-term contracts, will i...
ExxonMobil is considered better positioned than Enbridge due to heightened oil price volatility caused by geopolitical tensions, especially disruptions in the Strait of Hormuz. The combination of these disruptions and ongoing structural supply-demand...
Enbridge announced it will acquire Salt Creek Midstream's crude oil gathering business, including full ownership of the Orla and Wink North systems and half of the Delaware Crossing system, for $600 million. This acquisition adds about 500 miles of i...
