North American Power, Utilities, Midstream, LNG, and Nuclear: Thoughts into JPM‘s 11th Annual Energy, Utilities and Power Conference; Looking for POWERful Updates Across Coverage: VST, WMB & LNG Most Requested

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North American Power, Utilities, Midstream, LNG, and Nuclear: Thoughts into JPM‘s 11th Annual Energy, Utilities and Power Conference; Looking for POWERful Updates Across Coverage: VST, WMB & LNG Most Requested

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

18 June 2026

North American Power, Utilities,

Midstream, LNG, and Nuclear

Thoughts into JPM’s 11th Annual Energy, Utilities and

Power Conference; Looking for POWERful Updates

Across Coverage: VST, WMB & LNG Most Requested

Live from NY, the 11th annual JPM Natural Resources Conference will take place Head of North America Power,

on June 23-24, featuring 143 corporates covered in our updated Question Utilities, Midstream, LNG, and

Bank. Across the conference, VST, WMB, LNG, TLN, CEG represent five of the Nuclear

top six most requested companies, with NEE leading utility requests. On the Jeremy Tonet, CFA AC

utilities side, we look for directional commentary on large load/data center capex (1-212) 622-4915

opportunities, with attention on affordability and political/regulatory risks amid jeremy.b.tonet@jpmorgan.com

primary season and the upcoming midterm election season. Here, we will listen for Eli Jossen, CFA

incremental growth color from AEE, ETR, XEL, genco JV timing from PPL, and (1-212) 622-4113

eli.jossen@jpmchase.com

political/regulatory (particularly NJ) color from FE and PEG. We also look

Aidan C Kelly

forward to CMS’ fireside presentation as well as color from NEE. For midstream,

(1-212) 622-4912

with Waha unexpectedly entering positive territory post GCX entering service, we aidan.x.kelly@jpmchase.com

look for color as to whether pricing reflects Hugh Brinson line packing taking on Vrathan Reddy

near full phase I capacity earlier than expected, or if the basin has meaningfully less (1-212) 622-4692