Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Zack Van Everen
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 5).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 2questioned at least once
- Reporting periods
- 5with 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 14 of 14 questions from 2 companies
KMIKinder Morgan10 questions · 5 reporting periods · 0 of 10 challenging
Calendar 2026 Q1
Have you brought on a portion of that expansion project and maybe the cadence for the rest of the year
Show response
Operating at capacity with volumes exceeding current capability. Expansion not yet online but planned to add an incremental Bcf of processing capacity through the balance of the year.
how much open capacity you guys have on NGPL Southbound if you guys were able to source more gas to that pipe?
Show response
Michels indicated capacity is very tight with all low-hanging fruit gone. Directed to EBB for any remaining but expressed doubt about significant availability in key areas.
Calendar 2025 Q3
It sounds like volumes continue to grow there. I think on the last few calls, you guys had mentioned you're getting close to capacity
Show response
Sital said system is at capacity and approaching record volumes. Growth from both largest customer and privates increasing drilling in response to LNG demand. Expects meaningful ramp-up next year. Kim added Haynesville volumes up 15% quarter-over-quarter and internal projections show basin growing to 23 Bcf/day by 2030.
Just curious if that could be upsized if the demand is there
Show response
Sital confirmed the westbound open season serves power demand. Will evaluate bids to determine capacity. Noted significant power activity in the area and neighboring New Mexico.
Calendar 2025 Q2
Can you guys speak to the volume or capacity that you're adding there
Show response
Kim confirmed demand from both large and private producers. WoodMac expects Haynesville production to double from ~13 to ~26 Bcf/d by 2034, indicating massive volume growth ahead.
If they were to do that, does Tennessee Gas have the ability to expand more to feed LNG in that area
Show response
Tom said Tennessee is already full in multiple directions but West-to-East debottlenecking projects (Texas Access, Trident, header extension) help. A Plaquemines expansion would create opportunities to bring incremental gas from other KMI pipes and potentially access Haynesville in an eastward direction via Gillis.
Calendar 2025 Q1
Could you just remind us -- I know you guys had the projects in '25 for 340 a day for the Haynesville
Show response
Tom said system approaching capacity and expects to be at capacity by summer. Discussing how to get ahead of it with capital-efficient expansions. Staying close to producers before committing capital.
Is there opportunity to upscale that or have other opportunities on your Intrastate system
Show response
Tom highlighted Central Texas 30-inch trunk feeding Austin area with power and data center opportunities. South Texas to Houston also capital-efficient. Multiple Intrastate opportunities from the platform.
Calendar 2024 Q4
Can you maybe touch on a high level, what type of contracting that plant and the pipeline have
Show response
Sital confirmed mostly MBC-backed contracts with some firm. Assets provide processing north of the river, complementing KMI's existing south-of-river position.
Could you touch on maybe just the high-level makeup of the demand contracts? Is it mostly LNG
Show response
Sital confirmed power demand now in Trident contracts alongside LNG. Continuing to work with industrials and large end-use customers. Potential to expand from 1.5 Bcf to 2.8 Bcf capacity.
WMBWilliams Companies4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q2
I'm just curious if that gas was waiting behind pipe or if that's been kind of shifted around from other intrastate pipes within the basin
Show response
Larsen said mix of new productivity ramp and producers shifting from other markets to access growing LNG demand. Expects LEG to be running pretty full by year-end.
an update on your guys' overall macro view in the Haynesville and the Northeast
Show response
Zamarin said low gas prices reinforce demand case. Larsen noted uptick in Haynesville activity from privates with continued ramp expected. Northeast mixed between producers but growth anticipated in second half.
Calendar 2025 Q1
Should we think of these earnings as more of marketing style earnings, you know, higher in the winter
Show response
Armstrong said Cogentrix earnings expected to be fairly stable run rate despite being reported in Sequent marketing segment. Sees upside from increasing capacity pricing and spark spreads over time.
could you remind us or give a little bit more details on the gas demand for Socrates
Show response
Armstrong said Socrates consumes under 100 MMcf/d sourced from two Ohio pipelines via new interconnections and laterals. Sequent provides gas procurement services on behalf of customer.
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 |
|---|---|---|
| KMI Kinder Morgan | 10 | 0%none of 10 questions |
| WMB Williams Companies | 4 | 0%none of 4 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 4 | 0%none of 4 questions | 2 |
| 2025 Q2 | 4 | 0%none of 4 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q24 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand10
- Capex Investment8
- Cloud & AI3
- Revenue Growth2
- Supply Chain2
- Pricing1
- Margin1
- M&A1