Energy Transfer: An Indirect Beneficiary From AI That’s Undervalued And Yielding 8.23%

Summary:

  • Electric vehicles, data centers, and LLMs require large amounts of electricity, increasing demand for energy.
  • Energy Transfer has a unique footprint with extensive energy infrastructure across the country.
  • ET is undervalued, positioned to benefit from increased energy demand, and offers an 8.23% yield, making it an attractive investment.

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Electric vehicles, data centers, and training large language models (LLMs) all have one thing in common. They require large amounts of electricity. As electric vehicles become more common in the automotive mix and more data centers are brought online to advance AI capabilities, the demand


Analyst’s Disclosure: I/we have a beneficial long position in the shares of ET, EPD, KMI, META, AMZN, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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