Kinder Morgan starts the season of oil and gas earnings with a bakery season, in part thanks to thirsty data centers



While most of the focus of the nation’s nation on the service of rising data and ai, the largest driver of natural gas demand is export and quickly abolishing terminals for current natural gas gas for supplying world.

In Houston Children Morgan (No. 289 in Fortune 500) Leading load from a handful of other developers to quickly build the necessary natural gas gas pipelines in the entire country to supply and attack LNG and Sectors Data Center And to avoid that pipelines are created by tight growing throats.

Kinder Morgan Co-founder and executive chairperson was somewhat started the salary season for the oil and gas industry after the market was closed in the global request of gas, which is why the company added about $ 6 billion in projects in the last 12 months.

The industry focuses a lot on “fast growing demand in America,” Kinder said. “But as we all know, the gas market is internationally in nature, and great growth potential for American production was driven through the world in demand.”

They made projections from Exxon Mobil And the American Ministry of Energy from last year, that the estimated global gas demand can be easily aligned by 25% or from now to 2050. years, even as the growth of renewable energy sources, leading the growing population and wealth in Asia.

Natural gas must be fluent for exporting abroad, which launched a mass race to build LNG facilities, especially along the Texas and Louisian Bay. The US produces more gas than can consume in the country due to the bargain gas that began 20 years ago. In fact, now they used to be an importer of LNG.

“There will be LNG, which will satisfy most of this additional demand and I think it will grow faster than total natural gas demand,” Kinder said in the attached earnings.

Stock and demand grows

The United States produced 103.5 billion cubic meters (BCF / D) of gas on average 2024. years, more than doubling the amount of American natural gas in 20 years. It is already on the rise in 2025. years, up to 107.2 BCF / D for April, according to the energy department.

Though Raw oil prices and amounts of production They stagnated the gas, the gas side of the industry is constantly growing.

The export capacity of North America is on its way to more than twice between 2023. And 2028. years, from 11.4 BCF / D, in 2023. To 24.4 BCF / D, according to the Energy Department and continues to rework in the 2030s.

The United States led the world in gas production for 15 years and, just over two years, now exporting the most LNG, and surpassing Qatar.

Kinder Morgan aims to move a large part of that shale fields in LNG objects and data centers. Already, Kinder Morgan helps to move 40% of all American natural gas produced.

“When you add the international growth of LNG to take power to meet American home power and industrial demand … it signals that the positive natural gas story has legs and will last for decades to come,” said Kinder.

New company projects are about half and mentioned to serving the growth of demand of power or expansion of LNG, said General Manager Kim Dang.

Kinder Morgan is primarily focused on building pipelines for feeding data with Arizona to South Carolina and beyond. The LNG growth was concentrated on Texas and Louisian, as well as Elba Island LNG content in Georgia.

The latest expansion announced 16. July is to add a planned transition gas pipeline that has not yet been built. The extension will add pipeline advances, growing from 1.5 BCF / D to 2.0 BCF / D until 216 miles from west in Houston in LNG Hubs by Texas-Louisiana border.

The research company RBN energy recently called a trident and “gearboxes for the Bay coastal terminals” by resolving the logistics challenge of gas through congested housing in Houston, basically a stage route north of the fourth highest settlement.

Kinder Morgan also expands the pipeline for the express bay from the Permanica pool in West Texas in LNG content in southern Texas, as well as the evangeline pipeline project in Louisiani in Louisiani.

Dang, said Kinder Morgan’s volume that feeding LNG objects will increase 50% from now to 2028. years, up to 12 BCF / d.

Through the deep south, the company has its transition projects with the Mississippi and expansion of the SOUTH system to cross more gas in Mississippi, Alabama, Georgia and South Caroline, including potential projects given to the center.



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