Enterprise Products Partners LPBenefiting from multi-year volume tailwinds from U.S. LNG exports and data center power demand, with 27 consecutive years of distribution growth and a $5.0B buyback authorization.
Midstream pipeline companies are offering high yields backed by multi-year volume tailwinds from U.S. LNG exports and data center power demand. Enterprise Products Partners yields 6% with 27 consecutive years of distribution growth and a $5.0 billion buyback authorization. Energy Transfer yields 7% and has signed Oracle data center supply agreements ramping to approximately 900 million cubic feet per day, while raising its 2026 adjusted EBITDA guidance by $750 million to a range of $18.2 billion to $18.6 billion. Kinder Morgan yields 4% as a C-corp with simpler tax treatment, and CEO Kim Dang notes that approximately 70% of future power demand from data centers under development is in states served by the company's assets. All three stocks have posted double-digit year-to-date gains, with U.S. LNG export capacity projected to reach 27.7 billion cubic feet per day by 2030 from 14.9 billion cubic feet per day in 2025.
Enterprise Products Partners LPBenefiting from multi-year volume tailwinds from U.S. LNG exports and data center power demand, with 27 consecutive years of distribution growth and a $5.0B buyback authorization.
Energy Transfer Partners L.P
Energy Transfer LPSigned Oracle data center supply agreements ramping to ~900 million cubic feet per day and raised 2026 adjusted EBITDA guidance by $750 million.
Kinder Morgan IncCEO notes ~70% of future data center power demand is in states served by its assets, benefiting from LNG export and data center tailwinds.
NVIDIA Corporation
Oracle Corporation