the $641 billion opportunity that could put your retirement on autopilot

The $641 Billion Opportunity

That Could Put Your Retirement

on Autopilot

Photo credit: Kinder Morgan

The problem

According to analysis by ICF International, America

needs $641 billion in energy infrastructure by

2035.

The problem

That’s $30 billion per year, or triple the previous

estimate.

The problem

Half of that spending will be on natural gas

infrastructure.

The problem

We need 35,000 miles of new transmission pipeline and 303,000 miles of gas

gathering lines.

The problem

That’s enough pipe if laid end-to-end to go around

the earth 13.5 times!

The problem

America’s $641 billion infrastructure build out

could put your retirement on autopilot, if...

The problem

…you invest in the companies that will build and operate these assets.

Energy Transfer Partners

• Owns and operates 35,000 miles of natural gas and natural gas liquids pipelines across the U.S.

NYSE: ETP

Photo credit: Flickr/Nicholas A. Tonelli

Energy Transfer Partners

Key facts:• Operates the largest intrastate pipeline system

in Texas.

• Retail marketing segments consist of over 5,000 convenience stores in the U.S.

• Owns an interest in a variety of other MLPs with assets that include retail propane marketing, refining and gas distribution.

Energy Transfer Partners

Key facts:• Operates the largest intrastate pipeline system

in Texas.

• Retail marketing segments consists of over 5,000 convenience stores in the U.S.

• Owns an interest in a variety of other MLPs with assets that include retail propane marketing, refining and gas distribution.

Energy Transfer Partners

Why invest?• Placed $2.1 billion of new assets into service

over the past year.

• Actively working on more than $2 billion of near-term growth projects.

• Long-term opportunities include LNG and LPG exports.

Energy Transfer Partners

Why invest?• Current assets support a distribution of 6.68%.

• However, Energy Transfer Partners was finally in a position to begin raising its distribution after five years of stagnant payouts.

• Plan is to target ongoing distribution growth in a sustained manner as new projects come online.

Boardwalk Pipeline Partners

• Owns and operates 14,450 miles of pipelines across the U.S.

NYSE: BWP

Photo credit: Flickr/Daniel Oines

Boardwalk Pipeline Partners

Key facts:• Focused on transporting, storing, gathering and

processing natural gas and natural gas liquids.

• Owns and operates 14,195 miles of natural gas pipelines and anther 225 miles of liquids pipelines.

• Boardwalk also owns 207 billion cubic feet of natural gas storage capacity along with 17.6 million barrels of liquids storage capacity.

Boardwalk Pipeline Partners

Key facts:• Focused on transporting, storing, gathering and

processing natural gas and natural gas liquids.

• Owns and operates 14,195 miles of natural gas pipelines and anther 225 miles of liquids pipelines.

• Boardwalk also owns 207 billion cubic feet of natural gas storage capacity along with 17.6 million barrels of liquids storage capacity.

Boardwalk Pipeline Partners

Why invest?• Directly connected to 40 natural gas fired power

generating facilities in 10 states.

• New natural gas-fired power plants forecasted to add 2.2 billion cubic feet to U.S. natural gas demand by 2020.

• Also well positioned for increased industrial demand for natural gas as well as LNG exports.

Boardwalk Pipeline Partners

Why invest?• Completed $2.1 billion of acquisitions or new

projects since 2011. • Current focus on attracting new customers to its

current assets, which could include identifying new uses for its assets.

• Currently pays a 2.53% distribution, which while cut substantially earlier this year offers long-term upside as Boardwalk grows.

Kinder Morgan Energy Partners

• Owns and operates 54,000 miles of pipelines across the U.S.

NYSE: KMP

Photo credit: Kinder Morgan

Kinder Morgan Energy Partners

Key facts:• Kinder Morgan family of companies controls the

largest natural gas pipeline network in North America.

• Also the largest independent transporter of petroleum products and transporter of carbon dioxide in North America.

• Finally, the largest independent terminal operator in North America.

Kinder Morgan Energy Partners

Key facts:• Kinder Morgan family of companies controls the

largest natural gas pipeline network in North America.

• Also the largest independent transporter of petroleum products and transporter of carbon dioxide in North America.

• Finally, the largest independent terminal operator in North America.

Kinder Morgan Energy Partners

Why invest?• Invested $42 billion since 1997 in expansions,

new build projects, joint ventures and acquisitions.

• Delivered an average annual growth rate of 24% over that timeframe.

• Current 5-year project backlog of $16.4 billion.

Kinder Morgan Energy Partners

Why invest?• Project backlog continues to grow as the company

signed on new capacity demand representing $1.5 in new investments just since December.

• Asset base supports a distribution that currently yields 7.28%.

• However, new projects are expected to grow the distribution payout by 5% annually through 2016, with plenty of growth beyond that date.

Bottom line:

America’s $641 billion infrastructure spending boom will fuel tremendous growth in the industry.

It’s a remarkable opportunity to put your retirement on autopilot.

Photo credit: Kinder Morgan

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