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Analyst
Jacqueline Koletas
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned 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 3 of 3 questions from 2 companies
OKEONEOK2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
How would you frame up kind of the magnitude of the optimization upside that's now expected relative to that $150 million of year-over-year headwinds
Show response
Walt explained the Waha-Katy spread was slightly stronger than expected, with some incremental benefit. Remaining 25% unhedged volume will enjoy higher rates, plus incremental volume at full commodity prices.
how are you thinking about your exposure to power demand and how those commercial discussions trended recently?
Show response
Sheridan confirmed advanced discussions on AI and power demand projects in Oklahoma and Texas for 2026-2027. Pierce added hyperscaler volume requirements are growing, requiring larger pipeline buildouts.
TRGPTarga Resources1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
where would you say are the economics currently for expanding into ethane capacity at Galena Park
Show response
Jen said Targa continually evaluates ethane exports given its large ethane supply but does not feel it must build; it will expand only if returns are commensurate with other portfolio investments.
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 |
|---|---|---|
| OKE ONEOK | 2 | —Rate withheld: fewer than 3 questions |
| TRGP Targa Resources | 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 |
|---|---|---|---|
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment1
- Geographic Expansion1
- Margin1
- Guidance Reliability1
- Cloud & AI1
- Demand1