Kinder Morgan 宣布 Permian Link 等 42 亿美元数据中心供气管道 FID 并发布超预期 Q3，盘后涨约 2%

Kinder Morgan ( KMI ) climbed 2.1% post-market Wednesday after saying it reached a final investment decision to build a 434-mile pipeline to ship natural gas across West Texas and the Panhandle to help power a data center complex. The company said the $4.2B Permian Link project will be designed to provide 2.8 Bcf/day of gas to an unnamed "A-rated hyperscaler" as a major customer for the network and is supported by long-term, take-or-pay transportation agreements. The pipeline will capture a "compelling opportunity" by moving cheap Permian Basin gas north to emerging data center clusters in the Panhandle, Kinder Morgan ( KMI ) CEO Kim Dang said on the company's earnings conference call, according to Bloomberg. The company also approved the 470-mile Southeast Connector pipeline that will haul as much as 2.6 Bcf/day of gas. Kinder Morgan ( KMI ) said it expected to spend ~$3.1B on Southeast Connector and $1.6B on Permian Link. The Permian Link is expected to enter ​service in Q3 2030, while ​Southeast ⁠Connector is expected to start in phases beginning in Q4 2030. The approvals lifted Kinder Morgan's ( KMI ) project backlog to $14.4B, up $4.7B from Q2, including a record $13.2B of natural gas projects. The announcements came as Kinder Morgan ( KMI ) reported better-than-expected Q3 adjusted earnings of $0.35/share on revenue of $4.53B, up 9.3% Y/Y.