Natural gas wellhead production →Stands to benefit
United States
A large new U.S. gas plant would raise domestic gas demand, and the U.S. already represents 24% of wellhead supply, so U.S. producers are the clearest beneficiaries.
89% confidence
Natural gas wellhead production →Stands to benefit
EQT CorporationEQT
EQT has a meaningful 5.5% share of supply, so stronger wellhead demand should support its production volumes and pricing.
78% confidence
Natural gas compressor stations & engines →Stands to benefit
Solar Turbines (Caterpillar)
Higher future gas demand should lift orders for compressor-station and engine equipment, and Solar Turbines is a major supplier.
76% confidence
Interstate natural gas transmission pipelines →Stands to benefit
Kinder Morgan, Inc.KMI
Higher future gas demand should lift utilization and value of Kinder Morgan's large interstate pipeline network, which holds a 40% share on this edge.
75% confidence
Interstate natural gas transmission pipelines →Stands to benefit
Williams Companies, Inc.WMB
Rising gas demand should increase throughput and commercial value on Williams' pipeline network, with this edge carrying a 30% market share and low substitutability.
74% confidence
Natural gas compressor stations & engines →Stands to benefit
Caterpillar Energy & Transportation (Parent)CAT
More gas infrastructure demand should support Caterpillar's energy-and-transportation businesses tied to compressor stations and engines.
74% confidence
Natural gas wellhead production →Stands to benefit
ExxonMobilXOM
ExxonMobil's 5% supply share makes it another direct winner from higher natural gas wellhead demand.
72% confidence
Natural gas compressor stations & engines →Stands to benefit
Ariel Corporation
Ariel's compressor business should benefit from higher gas demand and the resulting need for more compression equipment.
72% confidence
Natural gas compressor stations & engines →Stands to benefit
Baker Hughes Company
A larger gas market tends to increase demand for Baker Hughes' compression and related gas infrastructure equipment.
71% confidence
Interstate natural gas transmission pipelines →Stands to benefit
TC Energy CorporationTRP
A larger gas-fired load should support more interstate pipeline demand for TC Energy, though this edge has a smaller 12% share than the largest operators.
69% confidence
Natural gas wellhead production →Stands to benefit
ConocoPhillips
ConocoPhillips supplies wellhead production too, so a material demand increase should benefit it, though less than the largest-share producers.
69% confidence
Interstate natural gas transmission pipelines →Stands to benefit
Energy Transfer LPET
Extra gas demand should modestly benefit Energy Transfer's pipeline volumes and commercial leverage, but its share on this edge is smaller at 8%.
68% confidence
Natural gas compressor stations & engines →Stands to benefit
GE Vernova (Gas Power)GEV
Expanded gas-fired generation and associated gas throughput should support demand for GE Vernova's gas-power and related equipment.
67% confidence
Natural gas compressor stations & engines →Stands to benefit
Siemens Energy AGENR.DE
More gas infrastructure buildout should lift demand for Siemens Energy's compressor and energy-system equipment.
66% confidence
Interstate natural gas transmission pipelines →Stands to benefit
Boardwalk Pipeline Partners LP
Boardwalk should see some upside from greater interstate gas flow, but the edge indicates only a 5% share and thus a smaller transmission of the shock.
66% confidence
