能源部门投资 - 能源部门对于股息投资者来说是一个很难投资的领域，因为油价和天然气价格的剧烈波动[1] - 能源部门的大局故事是不可避免的，石油和天然气是容易发生迅速和剧烈价格波动的商品[3] 能源股票分类 - 能源股票大致分为上游（能源生产商）、中游（管道所有者）和下游（化工和精炼）三大类[4] - 中游领域的大多数公司收取资产使用费，这倾向于在整个能源周期中产生可靠的现金流，适合保守的股息投资者[5] 中游投资选择 - 企业产品合作伙伴是中游部门投资者更好的选择之一[7] 企业投资机会 - 企业是北美最大的能源基础设施所有者之一，重点关注天然气，预计天然气将成为世界向低碳能源转变的过渡燃料[8] - 企业的分配收益率极高，为7.2%，分配已连续增加了25年，并由投资级评级的资产负债表和可分配现金流支持[9] 恩桥投资机会 - 恩桥拥有强大的股息故事，股息率高达7.8%，股息已连续增加了29年，资产负债表为投资级[10] - 恩桥除了石油和天然气基础设施，还拥有美国和欧洲的天然气公用事业和可再生能源资产，使其成为一个更多元化的能源公司[11]

A welder works on a pipeline. Berkut_34 Those who have followed me over the years know that I believe the next couple of decades will be solid for the midstream industry. My rationale for this belief hinges on oil and gas being life-sustaining commodities with no immediate substitutes. Enbridge 2024 Investor Day Presentation As I noted in my article on ONEOK (OKE) earlier this week, demand for these commodities has nowhere to go but up in the next 20-plus years. This is because building out a growing gl ...

公司业绩 - Enbridge的股息率高达7.7%，过去20年总股东回报率达到了11.2%[1] - 公司的财务指导在过去17年中每年都得到实现，表现出其收入的稳定性和可预测性[6] - Enbridge预计通过至少2026年每年将调整后的EBITDA增长率提高7%至9%[11] 公司投资能力 - Enbridge估计在未来几年内拥有80亿至90亿加元的总年度投资能力，用于有机扩张项目、收购和回购股票[8] - 公司目前的订单量为250亿加元，预计每年投资60亿至70亿加元用于建设这些项目，这些项目将在2028年前投入商业运营[9] - Enbridge的订单量为其未来几年的盈利增长率提供了很高的可见性[10] 公司盈利增长 - Enbridge相信在中期内，其调整后的EBITDA和每股可分配现金流量每年将增长约5%，推动股息增长率高达5%[12] - 公司提供了7.7%的股息率，预计每股现金流每年将增长约3%，这将使公司能够产生超过10%的年化总回报[13]

Enbridge Inc. (ENB) is optimistic about the prospects of its Mainline pipeline system, as Canada oil production is anticipated to grow significantly, potentially surpassing the country's pipeline export capacity by 2026, per a Bloomberg report.During its investor day in New York, Enbridge projected Canada oil production to increase more than half a million barrels per day before 2030.The positive outlook comes despite previous concerns that the Trans Mountain pipeline expansion, which aims to elevate the co ...

JamesBrey In January, I discussed Enbridge (NYSE:ENB) and MPLX (MPLX) as great investment choices for generating life-long passive income. Since then, ENB has reported its Q4 2023 results and provided guidance for 2024. In this article, I will break down those results and discuss why ENB - with its yield sitting at nearly 8% on a forward basis - is a retiree's dream stock right now. ENB Stock Q4 Results ENB's Q4 results were quite solid and enabled the company to make 2024 a highly successful year, with ...

Enbridge (ENB 0.78%) has been one of the best dividend stocks in the oil patch throughout the years. The Canadian pipeline and utility company has increased its payout for 29 straight years. It currently boasts a 7.7% dividend yield, which is well above average.That big-time payout should continue rising. One factor driving that view is the company's ability to continue expanding its portfolio of income-producing energy infrastructure assets. Enbridge recently added a few more projects to its portfolio, giv ...

Enbridge公司财务展望 - Enbridge公司计划通过2026年实现调整后的EBITDA每年增长率为7%-9%，EPS为4%-6%，DCF每股约为3%[2] - Enbridge公司重申了2026年后调整后EBITDA、DCF每股和调整后EPS的平均年增长率约为5%[2] - Enbridge公司确认了2024年全年财务指导中的EBITDA和每股DCF。预计于2024年不同时间关闭的美国天然气公用事业收购不包括在2024年的财务指导中[2] Enbridge公司资本投资计划 - Enbridge公司计划每年投资约30亿美元在低风险的天然气公用事业基础设施，包括收购资本[2] - Enbridge公司宣布了具有增值性的新资本投资，包括扩建Gray Oak Pipeline约120kbpd，从Flint Hills Resources（FHR）收购2个海上码头和土地，以及批准的海上管道服务于Shell和Equinor的Sparta开发[2] - Enbridge公司宣布了针对美国墨西哥湾战略的具有增值性的新资本投资，包括在EIEC增加出口码头和储罐，以及为Shell的Sparta资产提供连接出口[6] Enbridge公司运营和发展重点 - Enbridge公司首席执行官Greg Ebel表示，公司致力于优先考虑运营卓越、安全可靠性和综合传统和低碳解决方案，使Enbridge成为客户首选的能源供应公司[4] - Enbridge公司的四个主要业务板块在低碳选择性方面具有优势地位，使Enbridge能够在满足全球能源需求的同时为投资者提供增长的收入和股息[5] Enbridge公司财务指标解读 - Enbridge公司预计EBITDA将以7%-9%的年均增长率增长至2026年，DCF每股和EPS的近期增长预期分别为3%和4%-6%。这一增长主要受到收购的影响，预计将在2024年关闭[7] - Enbridge公司计划每年在已获得项目上投资60亿至70亿美元，并保持在4.5倍至5.0倍的目标杠杆率范围内[9]

Enbridge Inc. (ENB) ) announced on Monday that the Canada Energy Regulator has granted approval for the Mainline toll settlement, marking a significant development in the determination of tolls for shippers until the end of 2028.The settlement, a result of negotiations involving Enbridge, producers, refiners, integrated shippers, government entities and industry associations, establishes tariffs for the transportation of crude oil liquids. These shipments originate in western Canada and traverse across the ...

MarsBarsMarch madness is here for the markets. Bitcoin and AI stocks are soaring, while dividend stocks (SCHD)(SPYD) are floundering due to an elevated cost of capital, an increasing expectation of interest rates remaining higher for longer, and sticky inflation pushing up input costs. However, I view this situation as being a tremendous gift for long-term oriented dividend investors, as it presents numerous attractive opportunities to deploy capital at increasingly lucrative dividend yields and total r ...

Enbridge公司Mainline Tolling协议 - Enbridge公司宣布加拿大能源监管机构已批准Mainline Tolling协议，有效期至2028年12月[1] - 协议设定了从西加拿大起运并运送至加拿大和北美的原油和液体货物的运费[1] - Enbridge总裁Colin Gruending表示，该协议获得了行业一致认可，将为客户提供竞争性和响应迅速的服务，同时确保公司获得有吸引力的风险调整回报[2] - 新的运费自2023年7月1日起暂时生效，整体协议自2021年7月1日起追溯生效[3] Enbridge公司使命与愿景 - Enbridge致力于通过其能源网络为数百万人提供安全的能源，包括北美的天然气、石油和可再生能源网络以及不断增长的欧洲海上风电组合[4]