Overview
- Shares have lagged early in 2026 even as natural gas prices spiked on winter weather, prompting contrarian calls to add the stock.
- The EIA outlook cited projects about a 33% jump in U.S. natural gas prices in 2027 driven by LNG exports and rising power demand, including from data centers.
- Enbridge’s toll-like model collects volume‑based fees across pipelines and regulated gas utilities, and it maintains a small renewables portfolio of just over seven gigawatts.
- Management plans Mainline expansions that would add roughly 150,000 barrels per day in 2027 and another 250,000 barrels by 2030 to grow crude throughput.
- The company offers a dividend yield around 5.7%–5.9% and a multi‑decade record of annual increases, with reports citing 30 to 31 consecutive raises.