Investment Thesis
Targa Resources gathers, processes, and transports NGLs with downstream export and fractionation assets. Permian growth and LPG export demand underpin fee-based cash flow.
- Permian Exposure: Gathering/processing volumes grow with associated gas production.
- Fractionation Capacity: Mont Belvieu complex captures NGL value chain.
- Export Platforms: Gulf Coast terminals supply global LPG demand.