This 4.5%-Yielding Dividend Stock Could Get Another Big Boost from This $7 Trillion Investment Megatrend

Natural gas pipeline giant Kinder Morgan (NYSE: KMI) has long held an optimistic view on the future of natural gas demand. The company believes that liquified natural gas (LNG) exports will drive significant demand growth in the coming years. On top of that, artificial intellgence data centers could become a significant incremental demand driver. While recent developments have caused concerns about whether those demand forecasts are too optimistic (i.e., Deepseek and tariffs), Kinder Morgan is still very bullish on natural gas. That's because new demand drivers continue to emerge. The latest is that the Trump administration has unveiled nearly $7 trillion in new investments since taking over this year, which could drive additional gas demand if they come to fruition. These catalysts drive the company's view that it has lots of growth ahead, which bodes well for its ability to continue increasing its 4.5%-yielding dividend. One of the key goals of the Trump administration is to turn the U.S. into an economic powerhouse. The president wants to increase investment in the country by breaking down trade barriers, through tariffs and other means, and reducing regulation. Continue reading

Apr 23, 2025 - 11:35

This 4.5%-Yielding Dividend Stock Could Get Another Big Boost from This $7 Trillion Investment Megatrend

Natural gas pipeline giant Kinder Morgan (NYSE: KMI) has long held an optimistic view on the future of natural gas demand. The company believes that liquified natural gas (LNG) exports will drive significant demand growth in the coming years. On top of that, artificial intellgence data centers could become a significant incremental demand driver.

While recent developments have caused concerns about whether those demand forecasts are too optimistic (i.e., Deepseek and tariffs), Kinder Morgan is still very bullish on natural gas. That's because new demand drivers continue to emerge. The latest is that the Trump administration has unveiled nearly $7 trillion in new investments since taking over this year, which could drive additional gas demand if they come to fruition. These catalysts drive the company's view that it has lots of growth ahead, which bodes well for its ability to continue increasing its 4.5%-yielding dividend.

One of the key goals of the Trump administration is to turn the U.S. into an economic powerhouse. The president wants to increase investment in the country by breaking down trade barriers, through tariffs and other means, and reducing regulation.