Scoreboard / KMI
Kinder Morgan KMI
Issue No. 02 pick · July 3, 2026 · Updated September 4, 2026
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
Leadingup 3.7 percent
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.
Continue the Research
Put KMI Back in Context
The stock page is one piece of the weekly research. Continue with the original issue, the full public ranking, or the method behind the analysis.
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.