KMI has two recent investment day presentations very worth listening too. Part of the presentation is solid forecast of total ng demand and it is pretty stunning. The KMP connection to BC export terminal could be like Seaway for EPD.
As well as EPD calls as well.
The wild card is getting actual new value added chemical and refineries built. Plenty of existing plant expansion due to the shorter build time and permit process. But not breaking ground on brand new plants.
The reality is it all depends on whether an investor plugs in 1% to 2% Obama growth or normal recovery 3% to 4%. In which case even the KMP projections are wildly low.