KMI
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by AU🧲 4w ago
LONG4w ago
“BTM过渡期以天然气为主带动天然气中游设施，Kinder Morgan ( $KMI)、Williams Companies ( $WMB )、Energy Transfer ( $ET ) 等管道运营商，尤其在 Texas（BTM 政策友好、permitting 相对容易）等热点区域布局深厚”AU🧲
Kinder Morgan benefits from BTM gas demand surge as data centers shift to on-site nat gas generation in Texas
KMILONG@ $33.24
$31.80-4.32%
since call Jun 27
LONG4w ago
“BTM remains overwhelmingly powered by natural gas during the transition.”AU🧲
Kinder Morgan benefits as multi-gigawatt BTM AI campuses in Texas create structurally higher demand for natural gas transportation infrastructure.
KMILONG@ $33.79
$31.80-5.89%
since call Jun 27