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A.J. O'Donnell

Director of Equity Research at Tudor, Pickering, Holt & Company

A.J. O'Donnell is a Director of Equity Research at Tudor, Pickering, Holt & Co., specializing in the energy sector with a focus on midstream companies including Enterprise Products Partners, Plains All American Pipeline, and Targa Resources. He actively engages in earnings calls, asking detailed questions on topics such as EBITDA growth, buybacks, pipeline expansions, and regional activity, while TPH has issued ratings like Hold on Enbridge with price targets around C$67-70. O'Donnell is based in Denver and listed among the firm's equity research team, though specific performance metrics such as success rates or rankings on platforms like TipRanks are not publicly detailed in available sources.

A.J. O'Donnell's questions to ENTERPRISE PRODUCTS PARTNERS (EPD) leadership

Question · Q4 2025

A.J. O'Donnell first asked about Enterprise Products Partners' strategy for managing its natural gas marketing segment, particularly in late 2026 and 2027, as Waha differentials are expected to narrow, following a strong Q4 2025. He then followed up by requesting more details on the Haynesville Acadian expansion project, including its size and the types of customers (public or private producers) driving it.

Answer

Company Representative Tug Hanley explained that Enterprise manages its natural gas capacity by bundling G&P deals for long-term contracts and monetizing short-term opportunities. Company Representative Natalie Gayden added that Midland contracts benefit from strengthening gas prices and a stronger Waha basis, with new BCF coming online. Natalie Gayden further clarified that the Haynesville Acadian expansion is a gathering system expansion increasing treating and reach, driven by a mix of private and public producers.

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Fintool can predict ENTERPRISE PRODUCTS PARTNERS logo EPD's earnings beat/miss a week before the call