Kinder Morgan set to gain from rising natural gas demand fueled by AI and LNG export growth.

Kinder Morgan is positioned for strong growth due to increasing natural gas demand driven by AI data centers and LNG exports. The company has a $10 billion project backlog, 90% focused on natural gas, with 60% supporting power generation, ensuring long-term cash flow stability. In Q4 2025, Kinder Morgan reported record net income and adjusted EBITDA, with 96% of cash flows fee-based or hedged, protecting earnings from commodity price swings. This outlook supports a bullish upgrade, highlighting Kinder Morgan's essential infrastructure and growth potential linked to the AI revolution.