Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

Global X Mlp & Energy Infras / Equity Bottom-Up

<ul>
<li>With oil prices expected to remain under pressure from a persistent supply glut, investors and dealmakers are turning cautious and prioritising capital efficiency.</li>
<li>Private equity-led consolidation in midstream signals growing demand for yield resilience amid falling oil prices and market uncertainty.</li>
<li>MLPX ETF inflows in 2025 highlight investor preference for dependable midstream returns over cyclical energy exposure.</li>
</ul>


With oil prices expected to remain under pressure from a persistent supply glut, investors and dealmakers are turning cautious and prioritising capital efficiency.
Private equity-led consolidation in midstream signals growing demand for yield resilience amid falling oil prices and market uncertainty.
MLPX ETF inflows in 2025 highlight investor preference for dependable midstream returns over cyclical energy exposure.


Capital Shifts Toward Stability as Energy M&A Adapts to Lower Oil Prices

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Kinder Morgan reported stable financial results while continuing to strategize around growing demand in the natural gas sector, highlighting its strategic expansion plans, though some challenges tempered its financial performance.</li><li>During the latest quarterly earnings call, Kinder Morgan focused on its strong project pipeline, which benefits from the growing demand for natural gas driven by LNG exports, expansions to Mexico, and increased electricity generation.</li><li>The company recently announced significant expansion projects, such as the $3 billion South system expansion 4 project and the expansion of their GCX system in Texas.</li></ul>

Kinder Morgan reported stable financial results while continuing to strategize around growing demand in the natural gas sector, highlighting its strategic expansion plans, though some challenges tempered its financial performance.During the latest quarterly earnings call, Kinder Morgan focused on its strong project pipeline, which benefits from the growing demand for natural gas driven by LNG exports, expansions to Mexico, and increased electricity generation.The company recently announced significant expansion projects, such as the $3 billion South system expansion 4 project and the expansion of their GCX system in Texas.

Kinder Morgan: Lower Oil Prices Affecting Margins But Is There An Upside? - Major Drivers

<ul><li>Kinder Morgan Inc. recently discussed various insights and forecasts regarding its business and the broader market context in which it operates.</li><li>The company provided a detailed analysis of trends and operational activities, revealing both positive developments and challenges.</li><li>This summary outlines the central points that might influence investment decisions related to Kinder Morgan.</li></ul>

Kinder Morgan Inc. recently discussed various insights and forecasts regarding its business and the broader market context in which it operates.The company provided a detailed analysis of trends and operational activities, revealing both positive developments and challenges.This summary outlines the central points that might influence investment decisions related to Kinder Morgan.

Kinder Morgan: How Are They Executing The Strategic Asset Optimization in the Permian Basin? - Major Drivers

<ul><li>Kinder Morgan reported a robust performance for the recent quarter, indicating positive trends in several key areas, while also outlining challenges and broader economic impacts that could shape future operations.</li><li>The company demonstrated a healthy financial position with a 13% increase in adjusted earnings per share (EPS) and a 7% rise in EBITDA.</li><li>The enhanced financial metrics were primarily driven by strong contributions from the Natural Gas and Refined Products segments.</li></ul>

Kinder Morgan reported a robust performance for the recent quarter, indicating positive trends in several key areas, while also outlining challenges and broader economic impacts that could shape future operations.The company demonstrated a healthy financial position with a 13% increase in adjusted earnings per share (EPS) and a 7% rise in EBITDA.The enhanced financial metrics were primarily driven by strong contributions from the Natural Gas and Refined Products segments.

Kinder Morgan: Energy Demand from Data Centers and AI Driving Growth! - Major Drivers

<ul><li>Kinder Morgan’s latest quarterly earnings confirmed that the company had a robust quarter.</li><li>The Chairman of the Board, Mr.</li><li>Rich Kinder, highlighted the growth potential in the demand for natural gas, driven substantially by the increasing demand from new and expanding data centers, especially those required to support Artificial Intelligence (AI).</li></ul>

Kinder Morgan’s latest quarterly earnings confirmed that the company had a robust quarter.The Chairman of the Board, Mr.Rich Kinder, highlighted the growth potential in the demand for natural gas, driven substantially by the increasing demand from new and expanding data centers, especially those required to support Artificial Intelligence (AI).

Kinder Morgan Inc.: Expected Growth in Power Demand Positively Impacting Future Revenues! - Major Drivers

United States

Kinder Morgan, Inc. of Delaware operates as a pipeline transportation and energy storage company. The Company owns and operates pipelines that transport natural gas, gasoline, crude oil, carbon dioxide, and other products, as well as terminals that store petroleum products and chemicals and handle bulk materials like coal and petroleum coke.

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Kinder Morgan (KMI US)

Capital Shifts Toward Stability as Energy M&A Adapts to Lower Oil Prices

Investors prioritize capital efficiency and yield resilience in midstream sector amid falling oil prices and market uncertainty.

Mint Finance

Kinder Morgan: Lower Oil Prices Affecting Margins But Is There An Upside? - Major Drivers

Kinder Morgan reported stable financial results while continuing to strategize around growing demand in the natural gas sector, highlighting its...

Baptista Research

Kinder Morgan: How Are They Executing The Strategic Asset Optimization in the Permian Basin? - Major Drivers

Kinder Morgan Inc. recently discussed various insights and forecasts regarding its business and the broader market context in which it...

Baptista Research

Kinder Morgan: Energy Demand from Data Centers and AI Driving Growth! - Major Drivers

Kinder Morgan reported a robust performance for the recent quarter, indicating positive trends in several key areas, while also outlining...

Baptista Research

Kinder Morgan Inc.: Expected Growth in Power Demand Positively Impacting Future Revenues! - Major Drivers

Kinder Morgan’s latest quarterly earnings confirmed that the company had a robust quarter. The Chairman of the Board, Mr. Rich Kinder, highlighted...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Capital Shifts Toward Stability as Energy M&A Adapts to Lower Oil Prices

​Investors prioritize capital efficiency and yield resilience in midstream sector amid falling oil prices and market uncertainty.

Mint Finance

Kinder Morgan: Lower Oil Prices Affecting Margins But Is There An Upside? - Major Drivers

Kinder Morgan reported stable financial results while continuing to strategize around growing demand in the natural gas sector, highlighting its...

Baptista Research

Kinder Morgan: How Are They Executing The Strategic Asset Optimization in the Permian Basin? - Major Drivers

Kinder Morgan Inc. recently discussed various insights and forecasts regarding its business and the broader market context in which it...

Baptista Research

Kinder Morgan: Energy Demand from Data Centers and AI Driving Growth! - Major Drivers

Kinder Morgan reported a robust performance for the recent quarter, indicating positive trends in several key areas, while also outlining...

Baptista Research

Kinder Morgan Inc.: Expected Growth in Power Demand Positively Impacting Future Revenues! - Major Drivers

Kinder Morgan’s latest quarterly earnings confirmed that the company had a robust quarter. The Chairman of the Board, Mr. Rich Kinder, highlighted...

Baptista Research

Investors prioritize capital efficiency and yield resilience in midstream sector amid falling oil prices and market uncertainty.