Enbridge has an excellent record of raising its dividend during downturns. There are growing concerns that the economy is barreling toward a recession. Higher interest rates are starting to impact economic growth, and many worry that if the Federal Reserve waits too long to cut rates, it could trigger a recession. While a recession could have a major impact on some companies, it likely won't affect Enbridge (ENB 1.59%) at all. The leading North American pipeline and utility operator generates very durable c ...

The energy giant has a high yield, a strong business, and it's shifting along with the world around it. The big reason most income investors will want to buy Enbridge (ENB 1.59%) is its hefty dividend, which currently yields 6.9%. However, you really need to dig beneath that number to understand why this stock is so desirable to own. The list of pros includes the dividend (but for more than just the yield), the diversified underlying business, and the expansion the company has undertaken. 1. It boasts an at ...

Eoneren ENB stock: buy thesis maintained I previously covered Enbridge (NYSE:ENB) stock with a "Buy" rating as you can see from the chart below. That article was titled "Enbridge: A Misconception Surrounding OPEC+ Oil Production Cuts" and was published back in July on the Seeking Alpha platform. As the title suggests, that article focused on the potential impact of the OPEC+ oil production cuts. More specifically, I argued: The market is misinterpreting the impacts of OPEC+ oil production cuts on ENB. Histo ...

Enbridge expects to have plenty of fuel to pay dividends in the future. Enbridge (ENB 0.10%) is a global leader in transporting crude oil. It operates North America's longest and most complex oil and liquids transportation system. The company moves 30% of all the oil produced on the continent. The Canadian pipeline and utility company firmly believes its crude transportation assets will remain vital to fueling the economy for decades. It expects oil demand to continue rising through at least 2050. That bode ...

The oil-energy sector is fraught with uncertainty, as many companies within it are highly susceptible to extreme fluctuations in oil and natural gas prices. To illustrate this volatility, consider the dramatic swings in oil prices since the onset of the COVID-19 pandemic. On April 20, 2020, the price of West Texas Intermediate crude plummeted to an unprecedented negative $36.98 per barrel, only to surge to $123.64 per barrel by March 8, 2022, as economies gradually reopened. However, this volatility doesn't ...

文章核心观点 - 埃布里奇公司(Enbridge)宣布降低其加拿大原油出口管道的运费,这是由于新扩建的跨山管道系统(Trans Mountain)带来的竞争压力 [1] - 埃布里奇将从艾伯塔省哈迪斯蒂到德克萨斯州的重质原油运费从每桶10.7006美元降至9.4877美元 [1] 跨山管道扩建的影响 - 跨山管道扩建项目投产后,使得每天可运输890,000桶原油到不列颠哥伦比亚省海岸,为加拿大产油商提供了更多出口选择,降低了对埃布里奇管道系统的依赖 [2] 管道配额率的变化 - 自从跨山管道项目5月投产以来,埃布里奇主干线系统的配额率(配给)大幅下降,从3月份的20%以上降至9月份的0% [3] - 这反映了加拿大产油商可利用的管道运力有所增加 [3] 埃布里奇对市场地位的看法 - 埃布里奇首席执行官格雷格·埃贝尔表示,目前配额率下降是季节性的正常情况,预计今年将运输每天300万桶原油 [4] - 埃贝尔强调,埃布里奇管道可连接到75%的美国炼油厂,而跨山管道则主要面向单一出口市场 [4] 行业竞争格局的变化 - 埃布里奇降低运费反映了其对加拿大原油运输市场竞争加剧的战略性应对 [5] - 新的管道基础设施正在重塑原油出口的动态格局 [5]

Enbridge Inc. (ENB) CEO Greg Ebel has made a bullish forecast for global oil demand, stating that it will continue to grow well in the coming decades. Speaking in an interview with Bloomberg on Tuesday, Ebel said that oil consumption could potentially exceed 100 million barrels per day (bbl/day) by 2050, reaching more than 110 million bbl/day. The CEO's outlook is driven by ongoing economic growth, particularly in developing countries, where demand for "lighter, faster, denser (and) cheaper" energy is on th ...

文章核心观点 - 公司正在完成一系列三项公用事业收购,这将显著改变其业务结构 [1] - 公司正在向更清洁的能源转型,包括建立天然气公用事业业务和可再生能源业务 [4][5] - 公司将通过收购三家美国天然气公用事业公司,增加天然气公用事业在其EBITDA中的占比,从而降低石油管道业务的占比 [7] - 收购公用事业资产需要经过一系列监管审批,整合过程也需要一定时间,但最终将使公司变得更加稳定和可靠 [9][10] 公司概况 - 公司属于能源行业的中游公司,主要从事输油和天然气管道业务 [3] - 公司正在向更清洁的能源转型,包括发展天然气和可再生能源业务 [4][5] - 清洁能源目前只占公司EBITDA的3%,未来会继续增长,但短期内变化不大 [6] 收购计划 - 公司同意收购Dominion Energy的三家美国天然气公用事业公司 [7] - 收购完成后,天然气公用事业将占公司EBITDA的20%,而石油管道业务将降至50% [7] - 收购公用事业资产需要经过监管审批和文化整合等过程,需要至少一年时间 [9]

CALGARY, AB, Aug. 19, 2024 /PRNewswire/ - Enbridge Inc. (TSX: ENB) (NYSE: ENB) (Enbridge or the Company) announced today that 1,502,775 of its outstanding Cumulative Redeemable Preference Shares, Series 3 (Series 3 Shares) were tendered for conversion, on a one-for-one basis, into Cumulative Redeemable Preference Shares, Series 4 of Enbridge (Series 4 Shares), effective on September 1, 2024. As a result, on September 1, 2024, Enbridge will have 22,497,225 Series 3 Shares and 1,502,775 Series 4 Shares issued ...

文章核心观点 - 上市公司二季度财报整体表现强劲,收入和利润增长良好 [9][10] - 但消费者支出有所下降,中低收入群体和高端消费者都在收缩开支 [11][12][13] - 银行业受到利率上升的压力,面临存款流失和贷款质量下降的挑战 [14] - 科技巨头仍在大力投资人工智能,但投资者对其未来增长持谨慎态度 [14] 行业和公司总结 能源行业 - 安布里奇(Enbridge)是北美最大的管输公司,拥有稳定的现金流和收入 [15][16][17][18] - 公司通过收购美国天然气公司扩大了业务规模,预计未来几年收益和股息将保持增长 [26][29][32][33] - 安布里奇的财务风险状况良好,有较强的抗通胀能力 [21][22][23][24][25] 房地产行业 - NNN REIT是美国最大的净租赁房地产投资信托之一 [36] - 公司的租户质量优秀,即使在金融危机期间也保持了高出租率 [36] - 公司近期新增投资物业的收益率较高,财务状况稳健,有较长的债务期限 [40][41][42] - 公司有35年连续增加股息的记录,股息收益率达5.2% [43][44][45][46][47]