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Analyst

Jack Wilson

Truist Securities · covers Energy

Period: Reporting period mapped to calendar 2024 Q4.

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
2questioned at least once
Reporting periods
1with 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 2 of 2 questions from 2 companies

KMIKinder Morgan1 question · 1 reporting period · 0 of 1 challenging
KMI company page →

Calendar 2024 Q4

Can you maybe speak to your positioning in regards to LNG exports specifically

DemandCompetitive DynamicsTranscript · FY2024 Q4 →
Show response

Kim detailed 10.7 Bcf/day of LNG export contracts in place with potential 15 Bcf/day future opportunity. Initial connections often lead to follow-on projects for upstream supply diversity.

WMBWilliams Companies1 question · 1 reporting period · 0 of 1 challenging
WMB company page →

Calendar 2024 Q4

Do you see additional headroom beyond that or is that kind of reaching saturation in that market

DemandGeographic ExpansionTranscript · FY2024 Q4 →
Show response

Armstrong said Northwest demand has surprised in monthly commercial reviews over last six to nine months, with recent requests for service suggesting even faster growth ahead.

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.

CompanyQuestionsChallenge rate
KMI Kinder Morgan1—Rate withheld: fewer than 3 questions
WMB Williams Companies1—Rate withheld: fewer than 3 questions
  • KMI
    Kinder Morgan · 1 question
    —rate withheld: under 3 questions
  • WMB
    Williams 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2024 Q420%none of 2 questions2
  1. 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies

Topics

Topics tagged on this analyst’s questions.

  • Demand2
  • Competitive Dynamics1
  • Geographic Expansion1