Scoreboard / KMI
Kinder Morgan KMI
Setup Snapshot
The Setup in One Card
How KMI moved and the catalyst behind the move, from its Issue No. 02 write-up. It is not on the current Scoreboard, so it carries no Friday Five Score this week.
Issue No. 02
Original Pick
Sector Trend
Leading+4.01%
Covered In
Issue No. 02 · July 3, 2026
Catalyst
Structural DemandProject backlog above $10B, over half tied to data center gas and power
Return measured from the Friday, June 26 close to the Thursday, July 2 close, the week it appeared in Issue No. 02.
Why It Moved
The Story Behind the Move
Catalyst
Project backlog above $10B, over half tied to data center gas and power
Why It Mattered
The structural story stayed intact, but a soft oil tape dragged the whole energy sector lower and KMI went with it.
Risk Note
It trades at a premium to its own history, and its debt load makes it sensitive to rates staying higher for longer.
Reader Takeaway
A long term thesis does not exempt a stock from a weak sector week. Watch how it acts when energy stabilizes.
This page is for educational and informational purposes only. It is not financial advice, investment advice, or a recommendation to buy or sell any security.