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★ Analysts see FY2026 revenue reaching $8.9B — +14.0% growth in a single year.
The Bull Case for Growth
01Pembina's recent expansion into the U.S. Gulf Coast with a new pipeline project expected to increase capacity by 15% could significantly boost revenue.
02A recent contract extension with a major oil producer for transportation services, locking in $500 million in revenue over the next five years.
03Increased demand for natural gas liquids due to rising petrochemical production in North America, potentially increasing Pembina's processing revenues by 10%.
04Potential regulatory approvals for new pipeline projects that could enhance Pembina's market position and revenue streams.
05Energy transition and the shift towards cleaner energy sources
06Increased demand for natural gas as a transition fuel
07Changes in WTI and Brent crude oil prices, affecting transportation demand and revenue
08Regulatory changes impacting pipeline approvals and operational costs
