Energy Transfer Equity, L.P. Stock News

This article provides an Energy Transfer LP investor update and assessment. ET's 3Q 2025 results indicated somewhat pedestrian segment results, but volumes are up and cash flow remains strong. I believe the best forward growth opportunities include intrastate natural gas projects, associated data center power demand, and NGL exports.

Energy Transfer LP lowered its 2025 growth capital guidance by 8%, reflecting justified execution risks and sector headwinds, but maintains a robust long-term outlook. ET's diversified growth projects, including natural gas transportation and long-term contracts, reduce concentration risk and position ET for AI-driven electricity demand appetite. Despite near-term DCF headwinds and deferred ear...

Energy Transfer continues to see more growth projects related to AI. This should help power growth in the coming years when these projects come online.

Energy Transfer has a high-yielding payout backed by strong cash flow. The MLP has lots of growth coming down the pipeline.

Energy Transfer's growth has slowed this year. It expects to complete several expansion projects in the coming quarters to boost its growth.

Late last month, Energy Transfer upped its quarterly distribution per unit once more. The partnership recently announced agreements with Oracle, Fermi America, Entergy Louisiana. Energy Transfer maintains BBB or BBB equivalent credit ratings with S&P, Moody's, and Fitch.

Liquid natural gas (LNG) exports to Europe and Asia, combined with the increasing electricity demand from data centers, are expected to significantly increase natural gas consumption in the U.S.

Energy Transfer LP Common Units ( ET ) Q3 2025 Earnings Call November 5, 2025 4:30 PM EST Company Participants Thomas Long - CO-CEO & Director of LE GP, LLC Dylan Bramhall - Group Chief Financial Officer of LE GP, LLC Marshall McCrea - Co-CEO & Director of LE GP, LLC Conference Call Participants Keith Stanley - Wolfe Research, LLC Elias Jossen - JPMorgan Chase & Co, Research Division Theresa Ch...