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Energy Yields Up to 8.4% While Herd Chases Orinoco Pipe Dream

Investing.com Logo Investing.com By Brett Owens
Energy Yields Up to 8.4% While Herd Chases Orinoco Pipe Dream

The article argues against chasing Venezuelan oil opportunities and instead recommends domestic U.S. energy infrastructure plays. It highlights Diamondback Energy as an efficient Permian Basin operator with strong cash flow and shareholder returns, Kinder Morgan as a stable natural gas pipeline toll collector benefiting from AI-driven energy demand, and Kayne Anderson Energy Infrastructure as a high-yielding closed-end fund offering exposure to energy logistics at a discount to net asset value.

Insights
FANG   positive

Highlighted as the 'Permian Prince' with industry-leading efficiency, low breakeven cost of $37/barrel, strong free cash flow generation, and commitment to return 50% of cash to shareholders through dividends and buybacks. Recent Endeavor Energy acquisition expected to generate $550M in annual synergies.