Financial GuidanceWMB raised its 2025 guidance midpoint, which was slightly above Street and MSUSA expectations, driven by organic growth projects and higher commodity prices.
Growth StrategyWMB's management discussed the potential for data center projects to become a semi-regular part of its long-term growth story, driving growth beyond its 5-7% EBITDA CAGR-target.
Project DevelopmentThe BTM project is seen as a major catalyst for driving the next phase of outperformance for WMB.