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Analyst
Rob Mosca
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 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 6 of 6 questions from 2 companies
OKEONEOK4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 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
Show response
Sheridan noted 70% of RPC volume is market-rate, so FERC index impact is marginal in 2026. Compounding benefit builds over time but doesn't materially change segment outlook.
should we think about there being upside or something additive to guidance for the remainder of the year?
Show response
Walt said the back-end curve doesn't reflect Middle East physical damage and should strengthen. No commodity strengthening is baked into guidance, providing further potential upside.
Calendar 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%
Show response
Sheridan confirmed low single-digit Bakken growth at $55-$60 WTI, with higher crude needed to exceed that. Noted efficiency gains from longer laterals, better completions, and refracking potential could improve economics at lower prices over time.
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
Show response
Sheridan noted ~300,000 bpd available on West Texas NGL pipeline (>740,000 bpd total after looping). Targeting unaffiliated G&P operators and hybrid volumes at plants connected to other NGL systems, competing on capacity and advantaged Medford fractionation.
EPDEnterprise Products Partners L.P.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
Should we interpret this to mean that incremental FIDs, like a new frac, bias 2026 CapEx higher
Show response
Randy confirmed CapEx guide already includes anticipated projects under development; processing plant FIDs came earlier than expected, driving the increase.
how we should think about the quantum of LPG that could be shipped out of NRT-2 Phase two once it's online
Show response
Tyler confirmed long-term 90% contracted; propane will ramp at NRT before transitioning to ethane when EHT capacity comes online late this year.
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 | 4 | 0%none of 4 questions |
| EPD Enterprise Products Partners L.P. | 2 | —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 |
|---|---|---|---|
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 4 | 0%none of 4 questions | 2 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Capex Investment2
- Guidance Reliability2
- Pricing2
- Demand2
- Revenue Growth1
- Regulation Policy1
- Macroeconomic1
- Competitive Dynamics1