Natural Gas Transport: approx. 60%
Storage Solutions: approx. 25%
Processing and Other Services: approx. 15%

TOP 3 Markets:

1. USA: approx. 70%
2. Canada: approx. 20%
3. Mexico: approx. 10%

DT Midstream, Inc. generates the majority of its revenues from natural gas transport, which accounts for approximately 60% of total revenue. This reflects the company's core competency in the midstream services sector. Storage solutions and other services complement the portfolio.

The primary market for DT Midstream is the USA, where approximately 70% of revenues are generated. Canada and Mexico follow with 20% and 10%, respectively, underscoring the strategic importance of the North American market for the company.

Production Sites: USA (focus on the Midwest and Northeast)

DT Midstream, Inc. is a company specializing in providing natural gas infrastructure. It mainly operates pipelines and storage facilities in the United States. The main activities are focused on the Midwest and Northeast regions of the USA, where the company offers its services for the production and distribution of natural gas.

This geographical focus enables DT Midstream to benefit from the high demand in these regions and ensure efficient distribution of its products.

Current Growth Strategy of DT Midstream, Inc.:

DT Midstream, Inc. is pursuing a growth strategy based on expanding its infrastructure and entering new markets. The company is focusing on increasing its pipeline capacities and enhancing the efficiency of existing facilities.

An essential part of the strategy is investing in renewable energies and integrating technologies to reduce CO2 emissions. This includes partnerships and joint ventures to support the transition to a more sustainable energy future.

Furthermore, DT Midstream plans to expand its geographical reach through strategic acquisitions and partnerships to reach new customer segments and strengthen market presence. These steps are intended to secure stable long-term returns and keep the company competitive in a changing energy industry.

Commodities/Materials: Natural Gas

Countries of Origin: USA, Canada

DT Midstream, Inc. is a company that focuses on the exploration and transportation of natural gas. The main source of natural gas is typically the USA, particularly from regions such as the Marcellus and Utica shales. In addition, the company imports natural gas from Canada, which is transported to the USA via pipelines.

Since DT Midstream operates mainly in the North American market, the USA and Canada are the primary countries of origin for the commodities that the company processes and transports.

Market share: Estimated 5% in the midstream sector (2025)
EBITDA margin: 55% (2024)
Net debt/EBITDA: 3.8x (2024)

DT Midstream, Inc. has a solid competitive advantage in the midstream sector, highlighted by its strong EBITDA margin of 55%. This margin demonstrates that the company operates efficiently and is able to generate high profits from its revenues.

The estimated 5% market share in the midstream sector indicates that DT Midstream holds a significant position, even though it is not among the largest players. The competitive advantage is supported by strategic partnerships and long-term contracts that secure stable revenues.

The net debt/EBITDA ratio of 3.8x suggests moderate leverage, providing the company with flexibility for investments and growth. Overall, DT Midstream has a stable competitive advantage supported by operational efficiency and strategic market positioning.

Institutional Investor Share: Approx. 75% (2025, estimated) Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in DT Midstream, Inc. is relatively high, indicating a strong trust from investment funds and other major financial institutions in the company. This could be attributed to stable earnings and a solid market position in the energy sector.

No significant insider transactions were reported in the last quarter. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to sell or increase their stakes.

Market share of DT Midstream, Inc.: Estimated 5% (2025)

Top competitors and their market shares:

1. Kinder Morgan, Inc. - 15%
2. Enterprise Products Partners L.P. - 14%
3. Energy Transfer LP - 12%
4. Williams Companies, Inc. - 10%
5. Enbridge Inc. - 9%
6. ONEOK, Inc. - 8%
7. DT Midstream, Inc. - 5%
8. Cheniere Energy, Inc. - 4%
9. Magellan Midstream Partners, L.P. - 3%
10. Plains All American Pipeline, L.P. - 3%

DT Midstream, Inc. is a medium-sized player in the midstream energy companies sector. The market share of approximately 5% indicates that the company plays a significant, but not dominant role. The largest competitors, such as Kinder Morgan and Enterprise Products Partners, have significantly higher market shares, suggesting a stronger market presence and possibly broader infrastructure.

DT Midstream's moat could be strengthened through specialized services, geographical advantages, or long-term contracts. However, larger companies like Kinder Morgan and Enterprise Products Partners often have a wider moat due to their extensive infrastructure, diversified services, and greater financial resources.

Overall, DT Midstream has a certain competitive advantage, but it is less pronounced compared to the leading companies in the market. To expand its moat, DT Midstream could invest in strategic partnerships, expansions, or technological innovations.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Dividend Yield: 4.1% (2024)

DT Midstream, Inc. recorded solid revenue growth of 8.5% in 2024, attributed to stable demand in the energy sector and successful expansion strategies. The profit growth of 10.2% in the same year indicates that the company is able to efficiently manage its costs and improve its margins.

The dividend yield of 4.1% is attractive to investors aiming for regular returns on their investments. This suggests that DT Midstream, Inc. follows a reliable dividend policy that may be of interest to income investors.

Overall, the company shows positive financial development, making it a potentially good investment, especially for investors interested in stable returns and growth. However, it is important to also consider macroeconomic factors and industry trends before making a final investment decision.

Dividend Yield: 6.2% (2025)

Dividend History: Continuous payout since the IPO in 2021

DT Midstream, Inc. pays a dividend and has established itself as a reliable dividend payer since its IPO in 2021. The dividend yield of 6.2% in 2025 is attractive and indicates a strong payout policy.

The company has consistently maintained its dividend payments in recent years, reflecting a solid financial foundation and stable cash flows. Therefore, investors can expect a certain level of reliability in DT Midstream's dividend policy.