Michael Blum

should we expect most of your business is gonna be in the US going forward, or is there a meaningful international

Can you give us a sense of the size of that opportunity set? And how exactly Bloom will play a role in that partnership

We saw the first 100 megawatts were deployed in Ohio. Is there anything beyond that in '25 guidance

you didn't really think you'd see any permanent shifts in where global buyers are gonna source their hydrocarbons

would you maintain that 50% or 60% allocation to buybacks versus debt paydown

I wonder if you could just remind us how EPP is impacted by changes in Waha prices in in both directions

I'm wondering if you can just give us a little color on what you're producer customers are telling you in terms of their plans for 2026

How much of this is just your view that the macro is less constructive with oil prices lower, drilling slowing, et cetera

how you're going to basically balance the potential increase in buybacks with any tax ramifications for your unitholders

I've been reading a little bit about potentially an uptick in activity in the San Juan Basin

Would you consider slowing some of your NGL expansion projects? Or are those just kind of fully contracted committed customers

how active what's out there for you and do you expect this to be an active year for Enterprise

Just if you're thinking about buybacks any differently as a component of capital return, should we expect the cadence we've seen in the last couple of years

Can you speak to why most of the backlog increase or slot reservations as opposed to orders? Is that just a function of timing? Are there other dynamics going on there? And then can you just level ...

is it fair to assume that the return on this project will need to compete with your gas pipeline investments?

Are there more noncore assets that you're actively looking to sell

can you talk about how meaningful a customer they are

I wanted to ask you about the behind-the-meter opportunities

where do you stand on committed initial volumes? And where do you think that can go

How do we think about a $500 million investment in KinderHawk

an update how you're thinking about behind-the-meter opportunities

Can you provide an update on any progress in Arizona regarding either an expansion of EPNG

How would you characterize the pace of discussions with customers

President Trump's AI data center announcement includes a large data center in Abilene, Texas

Can you just tell us how that's progressing and the potential scope of that project

Wondering if you can give us a sense specifically on butane blending, if that's the case as well, if you're 75% hedged going into the year? And then is there any kind of seasonality to these hedges?

I just wanted to ask the status of the potential Sunbelt Connector project. As I'm sure you're aware, Western Gateway appears close to moving forward.

can you remind us how much open capacity you have to capture Waha basis spreads and what Waha spread is assumed in the guidance

the ranges are fairly wide. So I wonder if you could just speak to what you think will drive that towards the lower or higher end of those ranges

can you capture that from your EnLink assets? Or do you have more open capacity on WesTex to capture those spreads

Just wondering if you can discuss the performance of BridgeTex this quarter. And then obviously, you've increased your position there

kind of where does volume or utilization stand today? And how do you see the path filling that up?

So just wondering how you're seeing the rest of the year trending. And I recognize now that Bakken is a smaller piece of the overall pie, but how much Bakken growth do you need

how sensitive is that to market pricing? So like if we see a prolonged kind of weakness, for example, would that have an impact?

is this kind of a new run rate for the Company?

if you can just sort of clarify for us where are synergies are tracking for, let's say, Magellan and EnLink and Medallion versus your original targets

I'm curious if you're seeing any change in producer conversations or planned activity in light of the higher price deck

if you think you'll see higher rates or perhaps longer contracts going forward in light of just the global volatility

can you just remind us how much open pipeline capacity you have to take advantage when spreads widen? And then I guess on the flip side, in your prepared remarks, you said you're going to benefit a...

I was wondering if you could talk a little bit more about Slide 16, which references deeper zone development and maybe what your producers are seeing there

Would you say volumes for this quarter were basically seasonally in line with your expectations? And can you give us an update on end market demand and specifically where you might be seeing areas ...

I'm wondering if you're seeing any change in the destination of where those cargoes are going versus historical patterns

how you're thinking about buybacks? Would you be more cautious trying to protect the balance sheet