the $641 billion opportunity that could put your retirement on autopilot
TRANSCRIPT
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The $641 Billion Opportunity
That Could Put Your Retirement
on Autopilot
Photo credit: Kinder Morgan
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The problem
According to analysis by ICF International, America
needs $641 billion in energy infrastructure by
2035.
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The problem
That’s $30 billion per year, or triple the previous
estimate.
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The problem
Half of that spending will be on natural gas
infrastructure.
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The problem
We need 35,000 miles of new transmission pipeline and 303,000 miles of gas
gathering lines.
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The problem
That’s enough pipe if laid end-to-end to go around
the earth 13.5 times!
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The problem
America’s $641 billion infrastructure build out
could put your retirement on autopilot, if...
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The problem
…you invest in the companies that will build and operate these assets.
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Energy Transfer Partners
• Owns and operates 35,000 miles of natural gas and natural gas liquids pipelines across the U.S.
NYSE: ETP
Photo credit: Flickr/Nicholas A. Tonelli
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Energy Transfer Partners
Key facts:• Operates the largest intrastate pipeline system
in Texas.
• Retail marketing segments consist of over 5,000 convenience stores in the U.S.
• Owns an interest in a variety of other MLPs with assets that include retail propane marketing, refining and gas distribution.
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Energy Transfer Partners
Key facts:• Operates the largest intrastate pipeline system
in Texas.
• Retail marketing segments consists of over 5,000 convenience stores in the U.S.
• Owns an interest in a variety of other MLPs with assets that include retail propane marketing, refining and gas distribution.
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Energy Transfer Partners
Why invest?• Placed $2.1 billion of new assets into service
over the past year.
• Actively working on more than $2 billion of near-term growth projects.
• Long-term opportunities include LNG and LPG exports.
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Energy Transfer Partners
Why invest?• Current assets support a distribution of 6.68%.
• However, Energy Transfer Partners was finally in a position to begin raising its distribution after five years of stagnant payouts.
• Plan is to target ongoing distribution growth in a sustained manner as new projects come online.
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Boardwalk Pipeline Partners
• Owns and operates 14,450 miles of pipelines across the U.S.
NYSE: BWP
Photo credit: Flickr/Daniel Oines
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Boardwalk Pipeline Partners
Key facts:• Focused on transporting, storing, gathering and
processing natural gas and natural gas liquids.
• Owns and operates 14,195 miles of natural gas pipelines and anther 225 miles of liquids pipelines.
• Boardwalk also owns 207 billion cubic feet of natural gas storage capacity along with 17.6 million barrels of liquids storage capacity.
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Boardwalk Pipeline Partners
Key facts:• Focused on transporting, storing, gathering and
processing natural gas and natural gas liquids.
• Owns and operates 14,195 miles of natural gas pipelines and anther 225 miles of liquids pipelines.
• Boardwalk also owns 207 billion cubic feet of natural gas storage capacity along with 17.6 million barrels of liquids storage capacity.
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Boardwalk Pipeline Partners
Why invest?• Directly connected to 40 natural gas fired power
generating facilities in 10 states.
• New natural gas-fired power plants forecasted to add 2.2 billion cubic feet to U.S. natural gas demand by 2020.
• Also well positioned for increased industrial demand for natural gas as well as LNG exports.
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Boardwalk Pipeline Partners
Why invest?• Completed $2.1 billion of acquisitions or new
projects since 2011. • Current focus on attracting new customers to its
current assets, which could include identifying new uses for its assets.
• Currently pays a 2.53% distribution, which while cut substantially earlier this year offers long-term upside as Boardwalk grows.
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Kinder Morgan Energy Partners
• Owns and operates 54,000 miles of pipelines across the U.S.
NYSE: KMP
Photo credit: Kinder Morgan
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Kinder Morgan Energy Partners
Key facts:• Kinder Morgan family of companies controls the
largest natural gas pipeline network in North America.
• Also the largest independent transporter of petroleum products and transporter of carbon dioxide in North America.
• Finally, the largest independent terminal operator in North America.
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Kinder Morgan Energy Partners
Key facts:• Kinder Morgan family of companies controls the
largest natural gas pipeline network in North America.
• Also the largest independent transporter of petroleum products and transporter of carbon dioxide in North America.
• Finally, the largest independent terminal operator in North America.
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Kinder Morgan Energy Partners
Why invest?• Invested $42 billion since 1997 in expansions,
new build projects, joint ventures and acquisitions.
• Delivered an average annual growth rate of 24% over that timeframe.
• Current 5-year project backlog of $16.4 billion.
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Kinder Morgan Energy Partners
Why invest?• Project backlog continues to grow as the company
signed on new capacity demand representing $1.5 in new investments just since December.
• Asset base supports a distribution that currently yields 7.28%.
• However, new projects are expected to grow the distribution payout by 5% annually through 2016, with plenty of growth beyond that date.
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Bottom line:
America’s $641 billion infrastructure spending boom will fuel tremendous growth in the industry.
It’s a remarkable opportunity to put your retirement on autopilot.
Photo credit: Kinder Morgan
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