4 No-Brainer Pipeline Stocks to Buy Right Now Before Oil Hits $100

"MPLX raised its quarterly distribution to $1.08/unit - $4.31 annualized, a 12.5% increase for the second consecutive year. PAA raised its annualized distribution 10% to $1.67/unit, bringing the yield to approximately 8.5%. KMI guided $1.17/share in 2026 dividends, with its quarterly payment now at $0.2925 - up from $0.2775 in 2023. TC Energy (TRP) just announced its 26th consecutive year of dividend growth, with a 3.2% increase bringing the annualized Canadian dollar dividend to C$3.51/share."

"TRP derives 98% of its comparable EBITDA from rate-regulated or long-term take-or-pay contracts. KMI carries a $10 billion project backlog, approximately 90% natural gas, with long-term contracts to move 8 Bcf/d to LNG facilities growing to 12 Bcf/d by end of 2028. MPLX is deploying $2.7 billion in 2026 capex - 90% toward natural gas and NGL services - including the Blackcomb Pipeline (2.5 Bcf/d, targeting Q4 2026)."

"North American natural gas demand is projected to increase 45 Bcf/d to approximately 170 Bcf/d by 2035. These pipelines are the toll roads that traffic must use - regardless of the commodity price on any given day. The revenue underpinning these distributions is structurally insulated from oil price swings."

Four dominant North American pipeline operators—MPLX, KMI, PAA, and TRP—provide compelling income opportunities through substantial and growing distributions. MPLX raised its quarterly distribution to $1.08/unit with a 12.5% increase, PAA increased its annualized distribution 10% to $1.67/unit, KMI guided $1.17/share in 2026 dividends, and TRP announced its 26th consecutive year of dividend growth at 3.2%. These distributions are supported by structurally insulated revenues from rate-regulated contracts and long-term take-or-pay agreements. TRP derives 98% of comparable EBITDA from such contracts, while KMI carries a $10 billion project backlog with 90% natural gas exposure. North American natural gas demand is projected to increase significantly to 170 Bcf/d by 2035, ensuring sustained demand for pipeline infrastructure regardless of commodity price fluctuations.

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