Energy Transfer: The Drivers Behind Above-Average Growth This Year (Archive)
Data center-driven gas and NGL growth, but leverage and rich valuation cap near-term upside.
ET
Energy Transfer: Lake Charles Shock, EBITDA Miss And A Bearish Rollover Into 2026 (Archive)
Energy Transfer’s growth stalls as Lake Charles is scrapped and bearish pressures build.
Energy Transfer: The Distribution Looks Safe For Now - But Here's What Worries Me (Archive)
Margin of safety on Energy Transfer’s distributions is steadily eroding despite appearing secure today.
Energy Transfer Is Likely To Lag The Market (Archive)
Energy Transfer’s fair valuation and weakening technicals point to likely market underperformance ahead.
Energy Transfer: Buy Now Before It Signs More Deals With Data Centers (Archive)
Energy Transfer is quietly becoming a major beneficiary of AI data center power demand.
Energy Transfer: Trump Administration Tailwinds May Not Be Fully Priced In (Archive)
Trump tailwinds may not be fully priced into ET stock.
Energy Transfer: Positioned Well For Future Growth (Archive)
Energy Transfer is steadily expanding its footprint to capture rising data center-driven energy demand.