AI data centers are increasingly relying on natural gas power plants built behind the meter due to their fast construction and scalability. Companies like xAI, Kinder Morgan, and Williams Companies highlight growing natural gas demand driven by AI compute needs, despite flat overall U.S. electricity growth. Key producers EQT, Antero Resources, and CNX Resources report strong earnings, while equipment maker GE Vernova sees record orders for gas turbines. The natural gas sector's growth hinges on continued supply, regulatory support, and turbine availability, making it critical as AI compute demand outpaces traditional grid expansion.
The Alerian MLP ETF (AMLP) and Global X MLP & Energy Infrastructure ETF (MLPX) both invest in North American energy infrastructure but differ structurally: AMLP is a C-corporation taxed on gains, while MLPX is a registered investment company (RIC) th...
Kinder Morgan provides a 3.8% dividend yield supported by dominant U.S. natural gas infrastructure and a $10.1 billion growth backlog focused mostly on natural gas. This backlog is expected to drive multi-decade EBITDA growth with attractive multiple...
