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Industries

Oil & Gas Midstream

Energy
#89 of 100▼4·7 names·$321BRanked by 1M vs S&P 500
1D
+1.7%
vs S&P +0.4%
1W
+0.8%
vs S&P +1.8%
1M
-5.3%
vs S&P -3.0%
3M
-3.4%
vs S&P -1.1%
Breadth
14%
of names above their 50-day average

2 theses reaching here

A closed Strait of Hormuz means a lasting oil supply shock that energy stocks do not yet reflect142 sourcesKMI TRGP WMB OKEPower demand from AI data centers will keep lifting US natural gas producers and pipeline companies for years47 sourcesKMI WMB OKE

7 names in this industry

S&P 500Reference1D +1.3%1W -0.9%1M -2.3%3M -2.3%

TRGPTarga Resources Corp.
+3.7%+2.4%-0.4%+9.3%
AMAntero Midstream Corporation
+1.2%+0.8%-5.0%-9.3%
KMIKinder Morgan, Inc.
+1.3%+0.2%-5.5%-1.5%
OKEONEOK, Inc.
+0.9%-0.5%-5.6%-4.8%
DTMDT Midstream, Inc.
+0.2%+1.2%-6.0%-11.7%
VNOMViper Energy, Inc.
+2.3%+0.2%-7.3%-0.3%
WMBThe Williams Companies, Inc.
+2.2%+1.6%-7.6%-5.6%

12 recent connections

Oct 6ONEOK doubles Permian gas processing, sending more liquids to Targa and Williams' busy plantsTRGP WMBOct 2Qatar's LNG halt turns buyers to US gas, helping EQT Corporation, Antero Resources and Kinder MorganKMISep 13Hormuz attacks make tankers costlier, so US pipeline firms Williams, Targa and ONEOK may win volumeTRGP WMB OKESep 6As Hormuz oil routes change for good, ONEOK, Kinder Morgan and Williams could gainKMI WMB OKESep 1German Energy Inflation Locks ECB Into Hike—Long US LNG Exporters Filling Europe's GapKMIAug 29Hormuz LNG Shock Forces US Domestic Gas Demand Repricing — Long US MidstreamKMI TRGP WMBAug 17Targa Resources signs 20-year ExxonMobil deal and announces three new Permian processing plants — long TRGPTRGPAug 10Hormuz Demands Signal Prolonged Rerouting — Long US Gulf Coast LNG Infra OperatorsKMI WMBAug 6Europe Gas Crunch Forces LNG Re-routing Away From Asia, Lifting US Mid-Cap LNG ShippersOKEJul 22AI Power Demand Creates Structural Nat-Gas Squeeze: Long Midstream Before the Market Wakes UpKMI WMB OKEJul 17China's Hormuz Reroute Quietly Crowns US LNG Exporters as Structural WinnersKMIJul 9Texas Data Center Gas Demand Creates Stealth Tailwind for Midstream & Gas ProducersKMI

Adjacent

Oil & Gas E&POil & Gas Equipment & ServicesOil & Gas IntegratedOil & Gas Refining & MarketingUtilities - Independent Power Producers

Adjacency is derived from our own theses, never from price correlation.

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