$KMI Kinder Morgan Tape Reports
Per Ticker.id: $KMI Kinder Morgan Tape Reports — 4 podcast mentions across 3 podcasts (30 days), latest 2026-08-15 03:45 UTC.
Then in the next year or two, they have time to build the pipeline close to this data center. And of course, this is all figured out in advance. They're going to— they buy the piece of land where they know the pipeline is eventually going to be, right? So this isn't just a shoot in the dark. They know what's going on. So, but in a couple of— it takes a couple of years to build that pipeline, then they'll attach to that pipeline directly. So that's why we like companies like Kinder Morgan. We just swapped out this past week 1OK with Williams Energy because they're another big pipeline producer. Pipeline provider. And so we think both of those companies will continue to do well. And the one thing we like about pipelines, um, over refiners is refiners are very subject to the price of oil. If oil goes up, they do great. If oil goes down, they get crushed. Pipelines just transmit stuff.
Lance Roberts — Thoughtful Money with Adam Taggart · Recent Market Breakout Running Out Of Steam? | Lance Roberts · 2026-08-15The one in Brownville, right, has some kind of Trump support behind it. The project's been out there for a long time. It's had many names. I don't know if it's, if it, you know, how viable it is. But, but to Ashok's point on pipelines, we find product pipelines. So back to gasoline, which is in Pad 5 in California, there are 3 pipeline projects to fill in the gap left by the closure of refineries. The first one is Western Gateway, that's Kinder Morgan and Phillips 66, and they say they're going to have a final FID by the end of the summer. Both, both companies say that. That's considered really the most likely, and that will start at Wood River, which is a Phillips 66 Chicago area refinery, and run down. It will be able to bring up stuff from the Gulf because it will hit the Explorer pipeline, which carries refine products from the Gulf up to the Midwest. And so it will again be good for PADD 2 and PADD 3 refiners, and it will cut down on imports. And gasoline, carbop, is mostly what they want in California, because one thing that we really didn't discuss here, but it is becoming more of a factor, is the once nascent renewable fuels market, which seems to be picking up greatly. So California uses a lot, And they've really increased their imports of renewable diesel from the Gulf Coast, from the Midwest. They don't need petroleum-based diesel, but they do need petroleum-based gasoline. So we will see how that plays out because, like Ashok says, whoever gets there first wins, often, right?
Janet McGurdy — Oil Markets · Oil earnings divide: Producers grow, refiners thrive · 2026-08-13