Rob Mosca

Energy

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

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

Challenge Trend

Q4 '25Q1 '26

Focus Areas8 topics

Capex Investment2Guidance Reliability2Pricing2Demand2Revenue Growth1Regulation Policy1Macroeconomic1Competitive Dynamics1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

EPDEnterprise Products Partners L.P.1 quarter

2026 Q1

Should we interpret this to mean that incremental FIDs, like a new frac, bias 2026 CapEx higher

Capex InvestmentGuidance ReliabilityView in transcript →

how we should think about the quantum of LPG that could be shipped out of NRT-2 Phase two once it's online

Revenue GrowthCapex InvestmentView in transcript →

OKEONEOK2 quarters

2026 Q1

the final FERC oil pipeline index came in better than expected. Can you help contextualize maybe what this means for your RPC segment

Regulation PolicyPricingView in transcript →

should we think about there being upside or something additive to guidance for the remainder of the year?

PricingGuidance ReliabilityView in transcript →

2025 Q4

do you think it would be fair to assume on a go-forward basis that at that level you would expect your Bakken G&P position to grow 1%

DemandMacroeconomicView in transcript →

I am wondering if you could provide an update on how you are angling to get more third-party volumes onto your Permian NGL system

Competitive DynamicsDemandView in transcript →