HF Sinclair CorpHF Sinclair is part of the Western Gateway Pipeline JV, which is a positive capital investment.
Kinder Morgan has joined Phillips 66 and HF Sinclair in the proposed US$5b Western Gateway Pipeline joint venture and reported second quarter 2026 earnings that exceeded market expectations. The company's share price has climbed 18.44% year to date to US$32.82, with a 7 day share price return of 6.39% after the announcement and earnings beat. The most followed Kinder Morgan narrative points to a fair value of $35.33 compared with the latest close at $32.82, implying the stock is 7.1% undervalued. The surging U.S. LNG export market, with U.S. gas feed to export terminals projected to double by 2030 and Kinder Morgan already transporting about 40% of this feed gas, is likely to significantly increase future earnings. However, Kinder Morgan's high net debt near US$32.3b and the risk of overbuilt regions like the Permian affecting contract renewals could challenge this upbeat narrative.
HF Sinclair CorpHF Sinclair is part of the Western Gateway Pipeline JV, which is a positive capital investment.
Phillips 66Phillips 66 is part of the Western Gateway Pipeline JV, a positive capital investment.
Kinder Morgan IncKinder Morgan beat earnings expectations and joined the Western Gateway Pipeline JV.