$KMI

FERC approved July 31 certificates for two Kinder Morgan-affiliated natural gas pipeline projects totaling about $5.2B. MSX (Tennessee Gas) costs about $1.7B and adds 2.06 million dekatherms/day. SSE4 (Southern Natural Gas and Elba Express) costs about $3.3B plus $160M and adds 1.323 million and 460,300 dekatherms/day. Long-term contracts support need; Sierra Club and others opposed.

The U.S. Department of Energy and private partners announced a $100 billion gas-powered data center campus at a former uranium enrichment site in Paducah, Kentucky. Brookfield Corp will operate; NextEra Energy will build and own the electricity component with up to 2 GW gas generation and 2.6 GW battery storage. Big Rivers Electric, Jackson Purchase Energy Cooperative and Paducah Power System will provide service. Buildout targeted for 2032.

Kinder Morgan (KMI) is an energy infrastructure firm. Its shares lagged the S&P 500 over the past year but rose nearly 15% in 2026. After Q2 2026 results, revenue was $4.5B and adjusted EPS $0.37, both above estimates. Full-year earnings guidance is $1.36. Analysts rate it a “Moderate Buy,” with Goldman setting a $35 target.

Kinder Morgan executive Michael P. Garthwaite, VP (Pres., Products Pipelines), sold 5,695 shares of KMI Class P common stock on July 16 and July 18, 2026, per an SEC Form 4. The weighted average sale price was $32.36, totaling about $184k. The sale included tax withholding of 4,145 shares and an open-market sale of 1,550 shares under a 10b5-1 plan.

Energy stocks fell Monday as oil prices dropped after the U.S. and Iran paused strikes over the weekend. The S&P 500 energy index declined 1.5%. Brent crude fell 6.9% to $90.03/bbl and WTI fell 6.4% to $83.51/bbl. Pipeline and oil majors including ONEOK, Kinder Morgan, Williams, Targa, Exxon Mobil and Chevron fell 1.4% to 2.9%.

The article highlights three U.S.-listed midstream income stocks: ONEOK (OKE), Kinder Morgan (KMI), and MPLX (MPLX). It cites dividend/unit payouts and recent results, including ONEOK’s January dividend increase to $1.07 quarterly and 2026 adjusted EBITDA guidance of $7.9B-$8.3B, KMI’s 2026 annualized dividend of $1.19, and MPLX’s Q1 2026 distribution of $1.0765 per unit and 12.5% growth target through 2027.

Kinder Morgan reported record Q2 2026 results, with sales of $4,477 million and net income of $867 million. The company raised full-year 2026 adjusted EBITDA and EPS guidance, citing strong segment performance, robust natural gas demand, and a project backlog near $10 billion, plus a May 2026 $3.5 billion revolving credit facility extension.

South Carolina PSC unanimously denied two landowners’ June 29 motion for reconsideration of the May 14 approval of the 2,200 MW Canadys Station natural gas combined-cycle plant. The landowners argued the PSC and Dominion Energy and Santee Cooper did not adequately address environmental and public health evidence. The PSC said the record supported its decision and found no specific legal error.

The article highlights income and cash-flow coverage for Lockheed Martin (LMT), Edison International (EIX), Kinder Morgan (KMI), Merck (MRK), and Chevron (CVX). LMT’s Q1 2026 FCF was -$291M versus $816M dividends, while it reaffirmed FY FCF guidance of $6.5 to $6.8B. EIX raised its dividend to $0.8775 quarterly. KMI reported Q1 FCF up 73% to $687M and a 2% dividend hike. MRK’s FY26 non-GAAP EPS guidance is $5.04 to $5.16. CVX’s Q1 FCF was -$1.55B but FY25 FCF was $16.6B.

Kinder Morgan reported quarterly results that beat consensus forecasts, with revenue of $4.5B (6.8% above estimates) and statutory EPS of $0.39 (25% above expectations). Analysts covering the company now forecast 2026 revenue of $18.5B and EPS of $1.50, up from $18.0B and $1.47. The consensus price target remains $35.43.