Energy Transfer and Kinder Morgan: $141,250 yields $600.31 a month

The article highlights a less obvious beneficiary of the AI boom: pipeline companies that supply natural gas to data centers and power producers. While chipmakers and utilities often grab headlines, Energy Transfer and Kinder Morgan are quietly expanding their infrastructure to meet this demand. Energy Transfer has signed deals to directly supply gas to data centers and power producers, and it is investing in large-scale pipeline projects. Kinder Morgan is building $8.2 billion of natural gas pipeline projects and pursuing over $10 billion in additional opportunities. These investments support their ability to grow distributions and dividends, making them attractive for income investors. However, master limited partnerships like Energy Transfer come with tax complexities, such as Schedule K-1 forms. The strategy hinges on continued AI-driven gas demand and the companies' project execution.