2026 EIC Conference The JPM Question Bank for the Energy Infrastructure Council Conference

Research evidence excerpt

2026 EIC Conference The JPM Question Bank for the Energy Infrastructure Council Conference

J P M O R G A N North America Equity Research

14 May 2026

2026 EIC Conference

The JPM Question Bank for the Energy Infrastructure

Council Conference

The J.P. Morgan North American Midstream, LNG, Nuclear, Power and Utilities

Equity Research team will join numerous investors at the upcoming Energy

Infrastructure Council Conference next week in Aventura, Florida. To facilitate

meeting preparation, we have compiled a list of key questions for select companies

under JPM coverage. Post a solid 1Q where most midstreamers either beat or met

Head of North America Power,

estimates, we expect attention to center around commercializing new growth Utilities, Midstream, LNG, and

projects (particularly gas logistics), optimization opportunities stemming from Nuclear

macro volatility, and producer activity conversations, including the potential to AC Jeremy Tonet, CFA

grow volumes should the 2027+ strip hit sufficient levels. (1-212) 622-4915

jeremy.b.tonet@jpmorgan.com

• North American Midstream questions for: Archrock, Inc. (AROC), North American Midstream

Cheniere Energy, Inc. (LNG), DT Midstream, Inc. (DTM), Energy Transfer

LP (ET), Enterprise Products Partners, LP (EPD), Excelerate Energy, Inc. Vrathan Reddy

(EE), Hess Midstream LP (HESM), Kinder Morgan, Inc. (KMI), Kinetik (1-212) 622-4692

vrathan.reddy@jpmchase.com

Holdings Inc. (KNTK), Kodiak Gas Services, Inc. (KGS), MPLX LP

Eli Jossen, CFA

(MPLX), Plains All American Pipeline, LP (PAA), Sunoco LP (SUN), Targa

(1-212) 622-4113

Resources Corp. (TRGP), USA Compression Partners, LP (USAC), Western eli.jossen@jpmchase.com

Midstream Partners, LP (WES), and The Williams Companies, Inc. (WMB). Francina Kolluri