Market Uncertainty? This High-Yield Energy Infrastructure Toll Booth Under $30 Is Best Buy Now
Key takeaways
- AI-driven data center expansion is creating direct tailwinds for Energy Transfer’s fee stream, with long-term agreements to supply three Oracle data centers and upsized Desert Southwest expansion capacity.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Energy Transfer wasn t one of them.
- Pipelines act as literal toll booths in this environment, collecting fees on volumes locked into long-term contracts and insulated from day-to-day commodity price swings.
Market Uncertainty? This High-Yield Energy Infrastructure Toll Booth Under $30 Is Best Buy Now I created this Alex Sirois Tue, May 26, 2026 at 8:12 PM GMT+7 4 min read ET NVDA ET-PI ORCL Quick Read Energy Transfer (ET) trades around $20 with a 6.55% yield, adjusted EBITDA (up 20% year-over-year), and quarterly distributions climbing, backed by fee-based contracts averaging 18-year terms across huge contracted capacity.
AI-driven data center expansion is creating direct tailwinds for Energy Transfer’s fee stream, with long-term agreements to supply three Oracle data centers and upsized Desert Southwest expansion capacity.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Energy Transfer wasn t one of them. Get them here FREE.