Energy Transfer vs. Williams Companies: Which Natural Gas Giant Wins the AI Power Buildout?
The two pipeline giants will both benefit from the AI boom.
Energy Transfer and The Williams Companies are two major midstream companies in the United States. Energy Transfer manages over 140,000 miles of pipeline across 44 states, whereas Williams oversees more than 32,000 miles of pipeline spanning 24 states. Both companies generate revenue by charging a toll to other entities for using their infrastructure.
According to the International Energy Agency, natural gas constitutes more than 40% of the electricity consumed by U.S. data centers. Given that Energy Transfer and Williams transport significant quantities of natural gas through their pipelines, both companies are reaping the benefits of the burgeoning power-intensive cloud infrastructure and AI markets.
However, it becomes evident that one of these companies is more exposed to the AI power build-out compared to the other.
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