Industry revenues of Kinder Morgan, Inc.:

• Natural gas transportation and storage: approx. 60%
• Liquified gas and petroleum products: approx. 25%
• CO2 transportation and sales: approx. 10%
• Terminals and other services: approx. 5%

TOP 3 markets and their percentage shares:

• USA: approx. 80%
• Canada: approx. 15%
• Mexico: approx. 5%

Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The majority of revenues come from the transportation and storage of natural gas, highlighting the central role of this segment in the company's business. The USA is the main market, followed by Canada and Mexico, illustrating the geographical concentration on the North American market. Diversification into other areas such as liquified gas, petroleum products, and CO2 transportation complements the core business and contributes to revenue stability.

Production Sites: USA

Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company operates an extensive network of pipelines and terminals, primarily located in the USA. Kinder Morgan does not produce physical products in the traditional sense, but transports and stores oil, natural gas, and other energy sources.

The company operates in various regions of the USA, including Texas, California, and the Gulf Coast, where it operates its pipelines and terminals. This infrastructure enables Kinder Morgan to play a crucial role in energy supply and distribution.

Dividend Growth: 2% annually (estimated 2025)
Capital Expenditures: $2.1 billion USD (planned for 2025)
Renewable Energies: 20% of the investment budget (estimated 2025)

Kinder Morgan, Inc. pursues a strategy aimed at continuous organic growth and strategic investments. The company plans to increase its dividends by approximately 2% annually in order to provide shareholders with stable returns.

A key component of the growth strategy is investing in infrastructure projects, with a planned capital expenditure of $2.1 billion USD in 2025. These investments focus on expanding and modernizing existing pipelines, as well as on new projects intended to increase capacity and efficiency.

Furthermore, Kinder Morgan is increasingly focusing on the field of renewable energies. Approximately 20% of the investment budget is allocated to projects in the renewable energy sector to support the energy transition and tap into new business areas. This includes investments in CO2 reduction technologies and the expansion of infrastructures for renewable energies.

Main raw materials: Natural gas, crude oil, liquefied natural gas (LNG)

Countries of origin: Canada, Mexico, Saudi Arabia

Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company mainly imports natural gas and crude oil to operate its pipelines and processing plants. A significant portion of the natural gas is imported from Canada, as Canada is one of the largest natural gas suppliers to the USA.

In addition, Kinder Morgan sources crude oil from various international sources, including Mexico and Saudi Arabia. These imports are necessary to meet the demand in the USA and ensure supply security.

The company is also active in the liquefied natural gas sector, with LNG imports playing a role, especially from countries with large LNG export capacities.

Market share in the pipeline sector: Approx. 15% (estimated, 2025)
EBITDA margin: 55% (2024)
Debt-to-equity ratio: 4.1 (2024)

Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America and owns an extensive network of pipelines and terminals. The company's competitive advantage lies in its comprehensive infrastructure, which enables the efficient transportation of large quantities of natural gas, crude oil, and other products.

The high EBITDA margin of 55% indicates that the company is able to effectively control its operating costs while generating high revenues. This is an indicator of strong operational efficiency and a solid competitive advantage compared to other companies in the industry.

The debt-to-equity ratio of 4.1 is relatively high, suggesting significant use of debt capital. This could put pressure on the company in an environment of rising interest rates. However, the existing infrastructure allows Kinder Morgan to benefit from long-term contracts and stable cash flows, further strengthening its competitive advantage.

Institutional Investor Share: Approx. 60% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No specific data available for 2025; however, historically, moderate activity.

Kinder Morgan, Inc. has traditionally had a high proportion of institutional investors, indicating the confidence of large investment funds and institutional investors in the company's stability and growth potential. The institutional investor share has been around 60% in the past, and it is likely that this trend will continue until 2025.

Insider purchases and sales are regularly reported to ensure transparency. While specific data for 2025 is not available, history shows that there are regular transactions by insiders at Kinder Morgan, which mostly fall within the scope of normal portfolio adjustments.

Market share of Kinder Morgan, Inc.: Estimate approx. 8% (2025)

Main competitors and their market shares:

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

Moat of Kinder Morgan, Inc.:

Kinder Morgan, Inc. has a moderate moat, mainly supported by its extensive network of pipelines and terminals. This network enables the company to play a significant role in the transportation of natural gas, crude oil, and other liquids. The geographic diversification and long-term contracts with customers provide a certain level of revenue stability and predictability.

Compared to its competitors, Enbridge has a stronger moat due to its even larger and more diversified network, which is well represented in both Canada and the USA. Energy Transfer and Enterprise Products Partners also have advantages due to their size and diversification, giving them a more robust moat.

Overall, Kinder Morgan has a solid but not outstanding moat compared to its larger competitors. Competitiveness could be strengthened through strategic investments and expansions into high-growth areas such as renewable energy or by expanding LNG infrastructures.

Revenue Growth: 3.5% (2024) Net Income: $1.9 billion USD (2024) Free Cash Flow: $4.7 billion USD (2024)

Kinder Morgan, Inc. recorded a moderate revenue growth of 3.5% in 2024, attributed to stable earnings from the transportation and storage of natural gas. The company achieved a net income of $1.9 billion USD, indicating efficient cost control and operational excellence.

The free cash flow of $4.7 billion USD demonstrates that Kinder Morgan has a strong liquidity position, enabling the company to invest in infrastructure projects and reduce debt simultaneously. This is particularly crucial in the energy sector characterized by high capital requirements.

Overall, Kinder Morgan could be an attractive investment for investors interested in stable cash flows and a conservative growth strategy. However, the long-term prospects depend on the development of energy prices and regulatory framework.

Dividend yield: 6.1% (2025, estimated)
Dividend history: Continuous distribution for several years

Kinder Morgan, Inc. is known for its reliable dividend policy. The company has regularly paid dividends in the past and demonstrates a strong commitment to returning capital to shareholders.

The dividend yield of 6.1% in 2025 indicates an attractive payout compared to many other companies in the industry. Kinder Morgan has a solid balance sheet and generates stable cash flows, supporting the reliability of dividend payments.

Analysts expect Kinder Morgan to maintain its dividend policy as long as market conditions remain stable and the company achieves its financial goals.