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Analyst
Elvira Scotto
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters; questions recorded in 2).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 3 companies
TRGPTarga Resources2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
Are you embedding any scenario of sustained higher commodity prices in your Q2 plus volume expectations
Show response
Jen noted producers have disciplined multiyear programs not shifting with short-term prices. GOR trends continue higher, providing a tailwind.
what's your latest thinking here on opportunistic M&A? You talked about acquisitions
Show response
Jen said primary focus is organic project execution but always open to discussions. Non-Permian assets have option value and strong outlooks.
WMBWilliams Companies2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
of that $14 billion of project opportunities, what portion represents Transco? And how competitive are those projects
Show response
Larsen said Transco expandability is fairly unlimited with majority of backlog on that corridor. Zamarin compared Transco to the nation's largest highway system with lowest tolls and easiest to expand.
Is that your total addressable market? Or can you do more than the 6 gigawatts
Show response
Zamarin said market exceeds 6 GW but targeting highest-quality counterparties and geographies with strategic advantage. Balancing pace with balance sheet capacity, delivery capability, and long-term customer relationships.
KMIKinder Morgan1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
can you maybe review your oil hedging strategy and just how you're planning to hedge out over the next year or so?
Show response
90% hedged for 2026 balance, 76% hedged for 2027 at roughly $65/barrel. Strategy consistent: 80%+ near-term, scaling down for later years to match cost structure movements.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| TRGP Targa Resources | 2 | —Rate withheld: fewer than 3 questions |
| WMB Williams Companies | 2 | —Rate withheld: fewer than 3 questions |
| KMI Kinder Morgan | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation2
- Capex Investment2
- Pricing1
- Macroeconomic1
- Demand1
- M&A1
- Competitive Dynamics1
- Cloud & AI1