Kinder Morgan (KMI) stock analysis for 2026. We assess the 70,000-mile natural gas pipeline network, LNG export terminal feed gas dynamics, data center power demand tailwind, the 2016 dividend cut legacy and current balance sheet conservatism, and why this infrastructure toll-collector deserves a second look at ~5% yield.
ONEOK (OKE) stock analysis 2026: Magellan Midstream acquisition integration, NGL and refined products pipeline diversification, 4.73% dividend yield, distribution coverage, P/E 16x, and comparison to Williams Companies and Kinder Morgan.
Williams Companies (WMB) stock analysis 2026: Transco pipeline capacity growth, fee-based midstream model, AI data center gas demand, LNG export tailwinds, 2.75% dividend yield, and how WMB compares to ONEOK and Kinder Morgan.
Cheniere Energy (LNG) stock analysis for 2026: $234 price, P/E 34.8x, Strong Buy consensus, $303 analyst target, Corpus Christi Stage 3 expansion, fixed-fee contract model, European and Asian LNG demand.