KMI
Kinder MorganNat gas infrastructure.
Last
$31.70
Change
+0.16%
Market cap
$70.5B
60-day price
Near-term (0-6mo)
Earnings 4/22 — natural gas pipeline volumes, South System expansion progress, and LNG-related contract growth.
Mid-term (6-24mo)
Less directly tied to data center power than WMB's Transco. LNG export growth is a tailwind but it's a different demand driver. Still valuable as gas bridge infrastructure.
Catalysts
- Q1 earnings 4/22
- DoE LNG export approval details
- South System expansion updates
Risks
- LNG export focus less directly tied to AI compute thesis
- Gas price sensitivity
- Regulatory risk on new pipeline permits
Options flags
earnings_soon · Apr 16, 2026
Earnings on 2026-04-22 (5d out). Expect elevated IV into print; avoid buying OTM monthlies the day before.monthly_liquid · Apr 16, 2026
Monthly Apr 16, 2026 chain likely liquid. Prefer ATM/ITM-20 over OTM to force discipline.