The digital world is expanding rapidly, increases achievements in the field of cloud computing and artificial intelligence (AI). The rapid growth of data processing centers has led to the growing demand for energy, which is an important resource for their operations. The growing requirements for the expansion of global networks and the Internet require a significant and constantly growing energy supply to maintain the operational functionality of data centers that make up the physical basis of this digital infrastructure.
Energy transfer today
Energy transfer
- 52-week range
- $ 13.95
▼
$ 21.45
- Dividend yield
- 6.53%
- P/e ratio.
- 14.48
- Value is valuable
- $ 20.82
LP transfer energy NYSE: You are not doing this It is usually recognized as its essential network of oil and gas pipelines, but now it strategically enters the developing digital infrastructure market.
Using its extensive natural gas infrastructure for energy centers for data processing, the Energy Transfer business strategy is a noticeable transformation.
This strategic move raises a decisive question: what are the chances that natural gas will become the main source of fuel for cloud computing, and how does the energy transmission strategy adapt to the use of this potential shift?
Strong profit promotes the transfer of energy forward
The release of Energy revenues for the fourth quarter and the full year of 2024 (4th quarter of the financial year) gave an idea of the strong basis that the company created for its strategic ambitions. The financial results of Energy Transfer throughout 2024 were the establishment of records with adjusted EBITDA in $ 15.5 billion. The USA, which is a noticeable increase by 13% compared to 13.7 billion dollars. USA, registered in 2023. Partnerships such as Energy Transfer also reached a record maximum of $ 8.4 billion, which amounted to 10% more than the annual year.
Energy translation forecast today
$ 20.82
6.62% growthModerate purchase
Based on 11 analysts ratings
| High forecast | $ 25.00 |
|---|---|
| Average forecast | $ 20.82 |
| Low forecast | $ 18.00 |
Energy forecast forecast
The last quarter of 2024 reflected this general force. The adjusted EBITDA for the fourth quarter reached $ 3.9 billion, exceeding $ 3.6 billion registered over the same period last year. The distributed cash flow per quarter remained in accordance with the 4th quarter in the previous year of $ 2.0 billion. These figures were reinforced by the volume of records in key operating segments, including interstate transportation, operations in the middle reaches, NGL transportation and oil transportation, as well as record NGL export from partnership terminals.
This financial health is additionally emphasized by Energy Transfer’s commitment to return the cost of it Unitholders. The partnership announced an increase in its quarterly distribution of funds to $ 0.3250 per regular unit, which leads to an annual rate of $ 1.30. This is 3.2% of the increase in comparison with the distribution in the fourth quarter of 2023 and is transferred to convincing profitability of approximately 6.50% based on the price of Energy shares as of February 11, 2025. The next quarterly payment is scheduled for February 19, 2025. for Unitholders of Record as of February 7, 2025.
Waiting, the Energy Transfer leadership according to 2025 projects continued financial stability, evaluating the adjusted EBITDA for falling in the range from $ 16.1 billion. USA to 16.5 billion dollars. USA. This positive forecast is confirmed by a significant budget of capital costs, and approximately $ 5 billion is allocated for growth projects and 1.1 billion dollars for maintenance, demonstrating the adherence to expansion and operational reliability.
Despite the fact that the production of earnings was the vast majority of positive ones, it is worth noting that registered revenues for the rally (EPS) for $ 0.29 quarter of $ 0.29 a little missed the assessment of the analysts of analysts at $ 0.35, and The income slightly lagged behind the expectations. Nevertheless, these minor deviations are overshadowed by general financial indicators, which ensures a strong financial springboard for transmitting energy for the implementation of strategic initiatives, including its new enterprise in the market of energy centers.
Gas in the car: plugs of energy transfer to the cloud
Energy Transfer strategic diversification in the data centers sector is additionally strengthened thanks to the recent long -term agreement with Cloudburst data centers, announced on February 10, 2025. This Agreement is the first major commercial contract Energy Transfer to directly supply natural gas to electricity centers.
In accordance with the terms of the agreement, the transfer of Energy through its OASIS, LP pipeline should provide Cloudburst data processing centers with 450,000 mmbt per day of the company of natural gas. This supply is intended for the flagship AI center Cloudburst, focused on AI, which is currently located in the Central Central Tehasa Center. It is important to note that the supplied natural gas is intended for the production of electricity “for an egg” capable of producing approximately 1.2 Gigavatt of electricity. This capacity will directly fuel the operations of the data processing center for at least ten years, starting from the phase 1, which, according to forecasts, will be made in the 3rd quarter of 2026, waiting for the final investment solution of Cloudburst, which was later expected in 2025.
The price of energy transfer price (et) on Wednesday, February 12, 2025.
Reinjinering of income: diversified growth strategy
Energy transfer to the data centers market is a component of a wider strategic vision, focused on diversification and growth in a rapidly developing energy sector. While his traditional operations in the middle reaches remain his main business, partnership is actively engaged in strategic expansion to new sectors, especially in the chain of creating the cost of natural gas and adjacent markets with high growth.
The Energy Transfer strategy is focused on using the expected long -term growth of demand for natural gas, both within the country and at the international level. This is illustrated by their commitment to the exporting export market of LNG through the development of the export object of Lake Charles, which is even more confirmed by a recent 20-year agreement on the sale and purchase with Chevron NYSE: CVXIn addition, the field of energy is focused on supporting its natural gas infrastructure network, as shown on the construction of the Hugh Brinson pipeline, which will increase the capacity of natural gas transport from the Perm basin to large Texas markets.
Ensuring the future with today’s strategy
The strategic shift of Energy Transfer towards power supply centers with natural gas data is a significant event for the middle company. In combination with a strong profit result in 2024 and a forward strategy, focused on diversification and growth, partnership provides an attractive investment opportunity. As the transfer of energy moves to the nutrition of the cloud of natural gas, the market monitors whether it will become a fuel of the future for the sector, potentially adding a new chapter to the history of this energy giant.
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