Dec 26, 2025 • Progressive Railroading
BULLISH
Plains All American to build rail-served fractionator in Eagle Ford Shale (12/26/2013)
Plains All American Pipeline L.P. is constructing a new $120 million natural gas liquids (NGL) fractionator and expanding a condensate stabilization facility in south Texas' Eagle Ford Shale area, with plans for it to enter service in Q2 2015. The project includes enhancing rail and truck infrastructure to support the transport of NGL products. Additionally, the company will add a third condensate stabilization train, increasing daily capacity to 120,000 barrels.
Dec 26, 2025 • MarketBeat
NEUTRAL
Inspire Investing LLC Buys Shares of 61,238 Plains All American Pipeline, L.P. $PAA
Inspire Investing LLC acquired a new stake of 61,238 shares in Plains All American Pipeline, L.P. (NYSE:PAA) during the third quarter, valued at approximately $1.045 million. The company pays an annualized dividend of $1.52, resulting in an 8.5% yield, though its payout ratio is elevated at 125.62%. Analyst sentiment for PAA is mixed, with a consensus "Hold" rating and a target price of $20.60.
Dec 26, 2025 • Progressive Railroading
BULLISH
Plains All American to build rail-served fractionator in Eagle Ford Shale (12/26/2013)
Plains All American Pipeline L.P. is investing $120 million to construct a new natural gas liquids (NGL) fractionator and expand a condensate stabilization facility in the Eagle Ford Shale area of South Texas. The project includes enhancements to rail and truck infrastructure to support the transport of NGL products. These facilities, expected to be operational in Q2 2015, will significantly increase the company's condensate stabilization capacity to 120,000 barrels per day.
Dec 25, 2025 • The Globe and Mail
SOMEWHAT-BULLISH
3 MLP Operators to Watch as the Sector Sets Up for 2026
While Master Limited Partnerships (MLPs) have generally underperformed the broader market in 2025, the sector anticipates a more constructive outlook for 2026. This improved sentiment is driven by strong long-term demand for energy infrastructure, anticipated benefits from cost cuts and past acquisitions, and declining debt levels. Investors are advised to watch established operators with scale and diversified assets like Enterprise Products Partners, Energy Transfer, and Plains All American Pipeline.
Dec 24, 2025 • Sahm
BULLISH
Should Plains All American Pipeline’s Portfolio Shift Toward Stable Earnings Require Action From PAA Investors?
Plains All American Pipeline (PAA) is repositioning its portfolio by selling Canadian natural gas liquids assets and acquiring the Epic Crude Oil Pipeline to achieve 85% of earnings from more stable sources and maintain a target leverage ratio. This strategy, combined with a high-yield payout aiming for 10% annual dividend growth, focuses on predictable cash flow and balance sheet management. Investors should consider how this increased crude exposure impacts long-term performance given decarbonization efforts and Permian basin risks, despite near-term stability.
Dec 23, 2025 • Oklahoma Energy Today
NEUTRAL
STACK Pipeline eminent domain case returns to Oklahoma court
The STACK Pipeline eminent domain case, involving STACK Pipeline LLC and a dozen landowners, is returning to Logan County District Court after the Oklahoma Court of Civil Appeals issued a new ruling. Eight years after its creation by Plains All American Pipeline LP and Phillips 66 Partners LP, the company continues to face legal challenges over land acquisition, despite the appeals court upholding most of the lower court's decisions. The case will now focus on a specific sub-issue regarding the acquisition of a perpetual easement under Oklahoma law.