Energy Transfer’s 365th-Ranked Volume Hauls 166% Short-Term Gains as Gas Push Drives Earnings Hopes

On August 8, 2025, Energy Transfer (ET) traded down 1.93% with a volume of $0.27 billion, ranking 365th in daily trading activity. The stock’s decline followed a mixed earnings report, with adjusted EBITDA of $3.87 billion for Q2 2025, in line with forecasts. Management reaffirmed a $21 fair value estimate and highlighted record volumes across midstream operations, including crude oil transportation and NGLs. The company announced the $5.3 billion Desert Southwest pipeline project to connect the Permian Basin to Phoenix, targeting 2030 earnings contributions. Despite a 16% discount to fair value, ET’s distribution has risen for 15 consecutive quarters, with a 3% annual increase.

Energy Transfer’s 2025 growth strategy is doubling down on natural gas infrastructure, with $5 billion allocated to projects, half focused on gas. Key developments include the Hugh Brinson Pipeline expansion, which will enable bidirectional flows in Texas to meet data center and power generation demand. The company also approved a storage cavern expansion at Bethel to double gas capacity to 12 Bcf by late 2028. While Q2 results fell slightly below guidance due to weaker Bakken and dry gas volumes, management emphasized long-term positioning for energy demand driven by gas-fired power and industrial growth. The backlog of projects, including the Desert Southwest and Lake Charles LNG, is expected to drive earnings visibility through 2027.

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