Kinder Morgan (KMI) investor relations material

Sustainability strategy and governance

• Focus on safe, efficient, and environmentally responsible energy transportation and storage for communities and businesses.

• Board oversight of risks and opportunities, with regular evaluation of long-term business resilience strategies.

• Strong emphasis on workplace safety, employee development, and community engagement.

• Investments in expanding natural gas, LNG, and renewable fuels, with ongoing exploration of energy transition opportunities.

• Board composition enhanced for diversity, energy transition, and EHS expertise, with compensation linked to EHS metrics.

Environmental performance and emissions reduction

• Achieved a 17% reduction in methane emission intensity and a 16% reduction in reportable pipeline incidents since 2023.

• 100% of compressor stations surveyed annually for leaks; advanced methane detection technologies deployed.

• 28.6 million metric tons of CO₂e avoided or reduced in 2025 through lower carbon fuels and methane mitigation.

• Scope 1 & 2 GHG emissions primarily from combustion (63%) and purchased electricity (16%), with targeted reduction strategies.

• Ongoing assessment of electrification, renewable power, and methane reduction, with a dedicated GHG Reduction Opportunities Working Group.

Growth, capital allocation, and market positioning

• $9.6bn committed growth capital project backlog as of June 2026, with 92% focused on natural gas.

• Over 20% of project backlog directed toward LNG demand; long-term contracts to move up to 13 bcfd to LNG facilities by 2030.

• More than 60% of contracted backlog supports power generation and utility demand, with significant opportunities in the Southern U.S.

• Internal demand outlook aligns with industry forecasts for robust U.S. natural gas growth through 2035.

• Expected annual growth capex to exceed $3 billion over the next few years.