Williams Companies Inc
WMB: XNYS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$59.00 | Rdqvws | Cxsrcgmgs |
Transco Will Be Key for US LNG Export Demand for Williams
Business Strategy and Outlook
We think Williams is well positioned to benefit from clean energy investments and the need for AI and data centers to rely on gas and gas storage as a back-up to renewables. We would initially expect growing AI and data center demand to be served out of Williams’ Northeast gathering and processing segment, as we’d anticipate data centers to be located somewhat closer to gas production regions for logistics and cost reasons.