石油行业投资机会 - 石油股近期因油价下跌导致股价下滑 股息收益率随之上升 [2] - 中游行业公司因运输费用稳定 受油价波动影响较小 成为当前收益投资者的优选领域 [5] Enterprise Products Partners - 公司运营超过5万英里管道网络 运输原油 天然气 天然气液体(NGLs)及石化产品 [3] - 远期分配收益率达6.67% 且连续26年保持分配增长 显示业务稳健性 [4] - 在行业低迷期仍保持两位数投入资本回报率(ROIC)和稳定单位现金流 [6] Energy Transfer - 拥有覆盖13万英里的更庞大管道网络 远期分配收益率达7.29% [7][8] - 2020年因疫情削减分配 但当前资金充足 预计未来每年分配增长3%-5% [9] - 受益于AI数据中心对天然气的需求增长 业务涵盖为发电厂供应天然气 [10] Enbridge - 运营横跨加拿大和美国的1.8万英里原油管道及1.9万英里天然气管道 [12] - 通过2023年收购成为北美最大天然气公用事业公司 日输送93亿立方英尺天然气 [13] - 布局可再生能源 预计2025年太阳能发电超500兆瓦 远期股息收益率5.91% 连续30年股息增长 [14]

Energy Transfer LP (ET) closed the most recent trading day at $18.45, moving +1.1% from the previous trading session. This move outpaced the S&P 500's daily gain of 0.38%. Elsewhere, the Dow gained 0.24%, while the tech-heavy Nasdaq added 0.24%. Coming into today, shares of the energy-related services provider had gained 0.5% in the past month. In that same time, the Oils-Energy sector gained 6.38%, while the S&P 500 gained 6.6%. Market participants will be closely following the financial results of Energy ...

公司分析 - 中游/管道公司Energy Transfer (NYSE: ET) 被长期视为市场上最具吸引力的投资机会之一 [1] - 公司股票在绝对估值上显得便宜 [1] 行业分析 - 投资服务专注于石油和天然气行业 重点关注现金流及具备实际价值和增长潜力的公司 [1] - 提供50多只股票模型账户 涵盖勘探与生产企业的深入现金流分析 [2] - 行业讨论通过实时聊天进行 [2] 服务内容 - 订阅服务包括两周免费试用 旨在提供石油和天然气领域的新机会 [3]

I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

美国过剩的乙烷源于页岩油气革命生产的大量伴生乙烷，虽然通过其制备乙烯存在价格低廉的优势，但 在国内并非没有替代品，占比也比较低。 6月9日，江苏省化工行业协会微信公众号公开公告，今年5月23日，美国商务部工业与安全局（BIS） 突然通知部分美国企业，要求对华出口纯度≥95%的乙烷必须申请许可证。6月3日，美国最大乙烷出口 商——Enterprise Products三批共220万桶（约13万吨）对华出口申请被BIS拒绝。 后续又有报道称，另一家乙烷出口商 Energy Transfer 也被下发了必须申请许可的通知。 Enterprise Products 和 Energy Transfer 是美国最大的乙烷出口商。目前，被驳回申请的 Enterprise Products 虽然有权申诉，但依旧有可能被BIS驳回。 其他乙烷出口企业亦处于观望状态。 乙烷是天然气的主要成分之一，是最常见的烷烃化合物之一。目前除去在天然气混合物中被作为燃料使 用，单独提炼出的 乙烷最主要的用途就是用于生产乙烯。 乙烯作为石化工业中重要的基础原料，则广泛用于合成各种树脂、纤维、橡胶塑料等。 一位化工行业人士向21世纪经济报道记者解 ...

Key Takeaways New U.S. licensing rules may delay or block ET's ethane exports to China, its key overseas market. China takes nearly 50% of U.S. ethane exports, making ET's export terminals highly exposed. ET plans to apply for licenses and may redirect volumes to other Asian countries if need arises.Energy Transfer LP (ET) , a leading U.S. exporter of Liquefied Natural Gas (“LNG”), has substantial exposure to the ethane market of China through its Orbit joint venture with the country’s Satellite Petrochem ...

Dividend investors are always trying to maximize yield, but that requires extra consideration on the risk front. A high yield that isn't backed by a reliable company could leave you in the lurch and, likely, at the worst possible time. This is why investors looking at Energy Transfer (ET 1.42%) and its lofty 7.5% distribution yield will probably be better off taking a little less yield and choosing Enterprise Products Partners (EPD 1.22%) instead. Here's why.What do Energy Transfer and Enterprise Products P ...

One of my favorite pipeline stocks to buy right now is Energy Transfer (ET 1.47%), and investors can pick up the master limited partnership (MLP) on sale, with shares trading down nearly 20% from their high as of this writing. In fact, the stock is one of my largest holdings.Here's why Energy Transfer is a great stock to buy and hold for the long term.High yield with growing growth opportunitiesEnergy Transfer has built one of the largest integrated midstream systems in the U.S., handling the transport, sto ...

Energy Transfer (ET 0.80%) is known more for its lucrative cash distributions. The master limited partnership (MLP) currently yields around 7.5%. That's several times higher than the S&P 500, which has a dividend yield of less than 1.5%. While income is a key draw of this MLP, it also has a compelling growth profile. It's currently working on several organic expansion projects that will drive accelerated earnings growth in 2026 and 2027. Meanwhile, it has a robust pipeline of future growth opportunities. Be ...

订阅服务 - Beyond the Wall Investing订阅服务可帮助用户每年节省数千美元的股票研究报告费用 提供最新且高质量的分析信息 [1] - 该服务包含基于基本面的投资组合 每周对机构投资者见解的分析 基于技术信号的短期交易提醒 读者请求的股票反馈以及社区聊天功能 [1] Energy Transfer LP (NYSE: ET) - 分析师对Energy Transfer LP普通股给予"买入"评级 首次评级发布于2024年11月初 [1] - 分析师通过股票所有权、期权或其他衍生品持有ET的多头头寸 [1]