Kinder Morgan, Inc. →supply up
Natural Gas (Pipeline-Grade)
Because Kinder Morgan is represented as supplying pipeline-grade natural gas with a 40% market share, added pipeline capacity should make this downstream gas supply more available, though moderate substitutability limits the transmitted effect.
72% confidence
Kinder Morgan, Inc. →supply up
Interstate natural gas transmission pipelines
A gas-pipeline capacity expansion at Kinder Morgan can increase availability of interstate natural-gas transmission service, with magnitude anchored by the supplied 40% market share and reinforced by low substitutability and a long replacement lead time.
70% confidence
Williams Companies, Inc. →supply up
Interstate natural gas transmission pipelines
A capacity-expansion shock at Williams can raise availability of interstate gas transmission service, and the supplied edge gives Williams a 30% share with low substitutability and a 120-month replacement time.
70% confidence
Expand Energy →supply up
Natural Gas (Pipeline-Grade)
Expand Energy is linked as a supplier of pipeline-grade natural gas with a 15% market share, so added pipeline distribution capacity can propagate as modestly higher availability through this supply edge.
62% confidence
Energy Transfer LP →supply up
Interstate natural gas transmission pipelines
The gas-network expansion directly increases usable pipeline capacity, and Energy Transfer's graph edge to interstate natural-gas transmission pipelines has an 8% market share with low substitutability and long replacement lead time, supporting a modest supply-up effect.
62% confidence
Williams Companies, Inc. →supply up
Natural Gas (Pipeline-Grade)
Williams' improved pipeline capacity can modestly increase delivered pipeline-grade natural gas availability, with the effect anchored by the supplied 15% market-share edge and tempered by moderate substitutability.
58% confidence
Energy Transfer LP →supply up
Natural Gas (Pipeline-Grade)
Adding users to the gas network increases delivered pipeline-grade natural gas availability through Energy Transfer's supplied-gas edge, but the effect is diluted by only 8% market share and moderate substitutability.
54% confidence
Kinder Morgan, Inc. →supply up
Natural Gas (SMR feedstock for hydrogen)
Greater Kinder Morgan pipeline-gas availability can ease natural-gas feedstock supply for SMR hydrogen users, but the short replacement lead time and only moderate substitutability make this a weaker downstream transmission.
54% confidence
Williams Companies, Inc. →supply up
Natural Gas (SMR feedstock for hydrogen)
Because SMR hydrogen feedstock is also natural gas supplied through Williams on the supplied edge, better pipeline availability can slightly ease feedstock availability, though 40% substitutability and a short 3-month replacement lead time dampen propagation.
48% confidence
