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Analyst
Gabe Daoud
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 9questioned 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 14 of 14 questions from 9 companies
EPDEnterprise Products Partners L.P.3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
curious to get an update on the sour gas side of things, it looks like you're drilling your third AGI well currently
Show response
Natalie Gayden said sour-gas demand remains strong, the system was essentially full pre-service, and EPD is evaluating Train 6 as producer interest builds; volumes and margins expected to grow.
Calendar 2026 Q1
what's most important to producers today? Is it reliability, just given where pricing is; fees; maybe differentiation
Show response
Natalie cited integrated value chain, cost of capital, and established geographic footprint as key competitive advantages in winning Permian volumes.
front month at 2.50—we'll see what happens in the summer, but curious if you're seeing any change in behavior
Show response
Natalie confirmed private operators adding rigs in Haynesville; expects a small volume pop on EPD's system by year-end.
EQTEQT Corporation3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Is your understanding that campus is still on track for 2 gigawatts operational next year
Show response
Knop said EQT is in discussions and progress continues on the Monarch campus but deferred specific timing to the project developers, focusing on gas supply.
Calendar 2026 Q1
when we can get a little bit of that growth wedge materializing
Show response
Toby confirmed midstream growth CapEx visibility through 2027-2028, with current conversations extending runway to 2028-2030; upstream growth optionality follows once demand materializes.
what's the latest on the Borealis project? Is there still an open season
Show response
Jeremy characterized Borealis as one of many projects in discussions; EQT would likely build back into basin gathering systems while other parties handle interstate expansions, similar to Transco Southeast model.
OKEONEOK2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
how you guys, at least maybe in the Permian, could land at the high end of your volume guide of 1.7 Bcf
Show response
Swords said incremental NGL volume came largely from third-party plants, at times approaching 100,000 barrels.
Calendar 2026 Q1
Just curious if there's any notable difference in behavior or price that operators need to see on the screen as you talk to public versus private.
Show response
Sheridan confirmed private/PE-backed producers are more active on rigs and completions while large integrateds remain disciplined. Pierce added efficiency gains mean rig counts understate output growth.
COPConocoPhillips1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
technologies that you guys are testing around improving productivity or recovery factors, particularly in the Permian
Show response
Olds gave a detailed rundown: real-time frac diagnostics, far-field diverters, surfactants (up to 20% oil uplift), longer laterals, and D&C efficiency gains.
DVNDevon Energy1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
what do you attribute that maybe underperformance to?
Show response
Clay acknowledged the underperformance is a clear focus, attributing it to investors awaiting clearer direction on the portfolio; said feedback from 100+ investor meetings encourages doing the right thing first over a quick decision.
EOGEOG Resources1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
is the basin expected to be the key driver of your low single-digit production growth this year
Show response
Ezra said this year's oil growth comes mainly from Encino and the Utica, with the Delaware decreasing slightly year-over-year.
Show 3 more companies
EXEExpand Energy1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
how should we think about that showing up in Expand Energy's P&L over time?
Show response
Marcel named realizations, marketing, and derivatives as the three lines but deferred detail until deal completion.
FANGDiamondback Energy1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Is there anything that you're seeing just given some of the changes the RRC has made to injection
Show response
Kaes said no constraints yet, crediting the interconnected Deep Blue system and lessons from the Delaware Basin.
WMBWilliams Companies1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Is there anything that we should be thinking about that would also impact your ability to accelerate
Show response
Larry said equipment timing (beyond turbines) sets the pace and the team is scaling capacity; direct.
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 |
|---|---|---|
| EPD Enterprise Products Partners L.P. | 3 | 0%none of 3 questions |
| EQT EQT Corporation | 3 | 0%none of 3 questions |
| OKE ONEOK | 2 | —Rate withheld: fewer than 3 questions |
| COP ConocoPhillips | 1 | —Rate withheld: fewer than 3 questions |
| DVN Devon Energy | 1 | —Rate withheld: fewer than 3 questions |
| EOG EOG Resources | 1 | —Rate withheld: fewer than 3 questions |
| EXE Expand Energy | 1 | —Rate withheld: fewer than 3 questions |
| FANG Diamondback Energy | 1 | —Rate withheld: fewer than 3 questions |
| WMB Williams Companies | 1 | —Rate withheld: fewer than 3 questions |
- EPDEnterprise Products Partners L.P. · 3 questions0%none of 3 questions
- EQTEQT Corporation · 3 questions0%none of 3 questions
- OKEONEOK · 2 questions—rate withheld: under 3 questions
- COPConocoPhillips · 1 question—rate withheld: under 3 questions
- DVNDevon Energy · 1 question—rate withheld: under 3 questions
- EOGEOG Resources · 1 question—rate withheld: under 3 questions
- EXEExpand Energy · 1 question—rate withheld: under 3 questions
- FANGDiamondback Energy · 1 question—rate withheld: under 3 questions
- WMBWilliams Companies · 1 question—rate withheld: under 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 |
|---|---|---|---|
| 2026 Q1 | 5 | 0%none of 5 questions | 3 |
| 2026 Q2 | 9 | 0%none of 9 questions | 9 |
- 2026 Q15 questions · challenge rate 0% (none of 5 questions) · 3 companies
- 2026 Q29 questions · challenge rate 0% (none of 9 questions) · 9 companies
Topics
Topics tagged on this analyst’s questions.
- Demand8
- Competitive Dynamics3
- Capex Investment3
- Margin2
- Revenue Growth2
- M&A2
- Supply Chain2
- Innovation & R&D1
- Capital Allocation1
- Regulation Policy1
Show all 12 topics
- Macroeconomic1
- Pricing1