ENERGY TRANSFER LP ET

The Motley Fool 14 nov

Anthropic's S-1 filing reveals that natural gas supply and pipeline capacity are critical bottlenecks for AI data centers, with the company mentioning natural gas five times in a single paragraph. Energy Transfer, which operates over 140,000 miles of pipelines across 44 states, is positioned to benefit from increased demand for natural gas from AI companies. The company has already signed agreements with Oracle and other data center operators, and its adjusted EBITDA grew 31% in Q3 2026, though high debt of $68.8 billion remains a concern.

Zacks Investment Research 12 nov

Enterprise Products Partners (EPD), Targa Resources (TRGP), and Energy Transfer (ET) are positioned to benefit from accelerating natural gas and NGL production in the Permian Basin. EPD raised its production growth forecast to 34% through 2030 and is executing a $6.3B capital program to expand processing and transportation capacity. TRGP and ET are similarly expanding infrastructure to capitalize on rising volumes.

The Motley Fool 10 nov

While Energy Transfer missed EPS estimates by 20% and Enbridge's profit nearly doubled, both companies' reported earnings fell short of their dividend payouts. However, when analyzing distributable cash flow (DCF) instead of GAAP earnings, both pipeline giants show strong dividend safety. Energy Transfer's DCF of $2.5 billion (33% YoY increase) more than doubles its distributions, supporting 3-5% annual growth. Enbridge's DCF of CA$2.7 billion provides a 79% payout ratio, well-positioned within its 60-70% target range, supporting its 31-year dividend increase streak.

The Motley Fool 8 nov

Markets are pricing in an 81.2% probability of a Fed rate hike in December 2026. Historical data shows the S&P 500 typically rises ~9% in the year following a new rate-hike cycle, despite initial short-term declines. Investors should avoid panic selling, favor energy stocks, shift to short-duration bonds, and monitor the Fed's dot plot for clues about future rate hike aggressiveness.

The Motley Fool 7 nov

Energy Transfer offers an attractive 6.5% yield with 3-5% annual distribution growth targets, but the author recommends Enterprise Products Partners' 5.8% yield instead due to trust concerns. Energy Transfer's history includes a 2020 distribution cut during the pandemic and a failed 2016 acquisition attempt of Williams, raising reliability concerns for income investors compared to Enterprise's 28 consecutive years of distribution increases and investment-grade balance sheet.