Gabe Daoud

Energy

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

2

Companies

4

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas5 topics

Demand4Macroeconomic1Competitive Dynamics1Supply Chain1Capex Investment1

Question History4 questions

EPDEnterprise Products Partners L.P.1 quarter

2026 Q1

front month at 2.50—we'll see what happens in the summer, but curious if you're seeing any change in behavior

DemandMacroeconomicView in transcript →

what's most important to producers today? Is it reliability, just given where pricing is; fees; maybe differentiation

Competitive DynamicsDemandView in transcript →

EQTEQT Corporation1 quarter

2026 Q1

what's the latest on the Borealis project? Is there still an open season

Supply ChainDemandView in transcript →

when we can get a little bit of that growth wedge materializing

DemandCapex InvestmentView in transcript →