AI @ Kinder Morgan
Summary
- Kinder Morgan's natural gas pipeline business has seen significant demand growth driven by the artificial intelligence (AI) and data center boom, with management anticipating up to an 8 Bcf/d incremental gas demand increase by 2030, supported by a $9.3 billion project backlog largely dedicated to natural gas infrastructure expansion.
- The company has actively engaged in AI-related operational improvements such as predictive maintenance and AI-powered leak detection technologies to reduce operational risks and enhance asset reliability, demonstrating a stable and growing adoption of AI internally.
- Financially, Kinder Morgan's stock and earnings outlook have benefited from investor confidence tied to the AI-driven energy demand surge, with the stock seeing rallies exceeding 60% in 2024 and multiple upgrades based on the AI growth narrative, alongside solid quarterly earnings beating estimates and strengthened credit ratings.
VIBE METER
3 AI Use Cases at Kinder Morgan
Leak Detection2025
Demand Forecasting2024
Timeline
2026 Q1
Kinder Morgan beats quarterly profit estimates, remains bullish on long-term natural gas demand driven by AI and digital infrastructure growth; greenlights $7 billion pipeline and infrastructure projects; stock upgraded as AI value play with longstanding project backlog.
2025 Q4
AI data center growth continues to drive stronger natural gas demand, reinforcing positive outlook for Kinder Morgan and peers Antero Resources and Williams Companies.
2025 Q3
Kinder Morgan confirms 50% of its $9.3 billion project backlog targets power demand growth tied to AI data centers; strategic pipeline expansions to meet up to 8 Bcf/d incremental demand by 2030; credit upgrades and sustained bullish investor outlook amid competitive midstream positioning.
2025 Q2
Co-founder Rich Kinder dismisses concerns over tariffs and AI impacts, reaffirming confidence in AI-driven natural gas demand surge. Market continues to view Kinder Morgan as a beneficiary of AI's growing infrastructure energy needs, although some skepticism exists in external articles about AI's direct impact.
2025 Q1
Kinder Morgan reports solid quarterly earnings and raises 2025 guidance; backs AI-powered pipeline leak detection technology; $9.3B project backlog predominantly natural gas-focused aligned to AI energy demand; rising investor attention from AI data center expansion.
2024 Q4
Kinder Morgan stock surges 62% in 2024 catalyzed by bullish sentiment on natural gas pipelines fueled by AI data center demand; Chairman Richard Kinder calls AI and data center demand 'tremendous'.
2024 Q3
Kinder Morgan elaborates on AI and data center-driven power demand growth, highlighting key projects like South System Expansion 4 and Mississippi Crossing; stock rallies due to expectations of the company powering the AI data center boom.
2024 Q2
Kinder Morgan management discusses AI-driven increases in natural gas demand of 7-16 Bcf/d by 2030 linked to data centers and AI computing power needs; initial market recognition of Kinder Morgan as an indirect beneficiary from AI's energy consumption growth.
2024 Q1: no updates
2023 Q4: no updates
2023 Q3: no updates
2023 Q2: no updates
2023 Q1: no updates
2022 Q4: no updates
2022 Q3: no updates
2022 Q2: no updates
2022 Q1: no updates
2021 Q4: no updates
2021 Q3: no updates
2021 Q2: no updates
2021 Q1: no updates
2020 Q4: no updates
2020 Q3: no updates
2020 Q2: no updates
2020 Q1: no updates
2019 Q4: no updates
2019 Q3: no updates
2019 Q2: no updates
2019 Q1: no updates
2018 Q4: no updates
2018 Q3: no updates
2018 Q2: no updates
2018 Q1: no updates
2017 Q4: no updates
2017 Q3: no updates
2017 Q2: no updates
2017 Q1: no updates
2016 Q4: no updates
2016 Q3: no updates
2016 Q2: no updates
2016 Q1: no updates
2015 Q4
AI mentions are practically non-existent in company reports; only tangential mention in tax analyst platforms regarding AI capabilities in general.