U.S. Congress Revives Energy Permitting Reform Discussions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2026
0mins
Should l Buy ET?
Source: CNBC
- Bipartisan Cooperation Resumes: Senate Environment and Public Works Committee Chair Shelley Moore Capito and ranking Democrat Sheldon Whitehouse are meeting again to discuss energy permitting reform, indicating a willingness for bipartisan collaboration on energy infrastructure development.
- Frequent Negotiations: Sources indicate that both parties will be communicating frequently this week, although no specific meeting times have been set, suggesting that the reform process is gaining momentum with committee staff actively negotiating.
- Increased Political Pressure: With energy prices soaring, lawmakers are under significant political pressure to reach a permitting reform agreement this year to lower energy costs and meet the rising demand for energy, particularly from power-hungry data centers.
- Complex Legislative Background: Despite the House passing the SPEED Act last year to streamline permitting, negotiations in the Senate are ongoing, and any final agreement may involve changes to longstanding environmental laws to expedite approvals for both renewable and traditional energy projects.
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Analyst Views on ET
Wall Street analysts forecast ET stock price to rise
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 19.670
Low
17.00
Averages
20.65
High
23.00
Current: 19.670
Low
17.00
Averages
20.65
High
23.00
About ET
Energy Transfer LP owns and operates a diversified portfolios of energy assets in the United States, with more than 140,000 miles of pipeline and associated energy infrastructure. The Company’s strategic network spans 44 states with assets in all of the major United States production basins. Its core operations include complementary natural gas midstream, intrastate and interstate transportation and storage assets; crude oil, natural gas liquids (NGL) and refined product transportation and terminalling assets; and NGL fractionation. The Company’s segments include intrastate transportation and storage, interstate transportation and storage, midstream, NGL and refined products transportation and services, crude oil transportation and services, investment in Sunoco LP, investment in USA Compression Partners, LP (USAC), and all other. It also owns Lake Charles LNG Company, LLC, its wholly owned subsidiary, which owns an LNG import terminal and regasification facility.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Energy Transfer Expansion: Energy Transfer (ET) has aggressively acquired smaller midstream players, now operating over 140,000 miles of pipeline, with an adjusted distributable cash flow of $8.2 billion in 2025 covering $4.6 billion in distributions, suggesting its capability to continue raising distributions in the future.
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- Stable Revenue Model: Energy Transfer LP generates 90% of its income from fixed fees through its extensive network of over 140,000 miles of oil and gas pipelines, ensuring steady profitability amid oil price fluctuations and providing unit holders with an effective forward yield of around 7%.
- Distribution Growth Potential: The MLP anticipates distribution growth in the range of 3%-5% over the next few years, which not only may lead to price appreciation but also could result in total returns exceeding investor expectations, enhancing its market appeal.
- Midstream Energy Advantage: Compared to upstream and downstream sectors, the toll-road-style fee structure of midstream energy allows Energy Transfer LP to remain profitable throughout all stages of the oil price cycle, making it an ideal choice for investors looking to avoid the high volatility of traditional oil stocks.
- Market Competitiveness: Although not included in the Motley Fool Stock Advisor's list of top investment stocks, Energy Transfer LP is still viewed as a noteworthy investment opportunity in the current rising oil price environment due to its stable cash flows and growth potential.
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- Stable Revenue Model: Energy Transfer LP operates over 140,000 miles of oil and gas pipelines, utilizing a fee structure that is 90% fixed and 10% variable, allowing it to maintain steady profitability throughout oil price cycles and reducing investment risk.
- High Dividend Yield: As a master limited partnership, Energy Transfer LP is required to distribute 90% of its pre-tax income, resulting in an effective forward yield of approximately 7%, providing investors with substantial cash flow.
- Growth Potential: The company anticipates distribution growth in the range of 3%-5% over the next few years, capitalizing on the rapid expansion of AI data centers across the U.S., which may lead to price appreciation and enhanced investment returns.
- Market Performance: Energy Transfer LP's current stock price is $19.44 with a market cap of $67 billion, showing a daily increase of 1.57%, indicating its attractiveness even amid market volatility.
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