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A.J. O'Donnell

Research Analyst at TPH

A.J. O'Donnell is Director of Equity Research at Tudor, Pickering, Holt & Co. (TPH), specializing in equity analysis within the energy sector with a focus on major North American midstream and upstream companies. O'Donnell regularly covers companies such as ONEOK and EnLink, contributing actionable insights that inform institutional investment decisions in areas like natural gas infrastructure and energy transition. With several years of experience at TPH following prior research roles, he has established a strong analytical reputation, though publicly available performance metrics and rankings on platforms like TipRanks are not disclosed. O'Donnell holds professional credentials typical for senior equity research directors, including relevant FINRA registration and securities licenses required for industry research leadership.

A.J. O'Donnell's questions to Targa Resources (TRGP) leadership

Question · Q3 2025

A.J. O'Donnell asked about the anticipated timeline for expanding the Speedway NGL pipeline to its full 1 million bbl/day design capacity and whether this expansion would be phased. He also inquired about activity levels and Targa Resources Corporation's outlook for its Midcon central region platform.

Answer

CEO Matt Meloy explained that expanding Speedway from 500,000 bbl/day to 1 million bbl/day would primarily involve adding pump stations, making it a highly economic, phased approach similar to Grand Prix. President, Gathering and Processing Pat McDonie noted increased activity in the Midcon region, particularly in Arcoma and South Oak assets, but does not foresee a huge short-term surge. He highlighted Targa's favorable position with existing plant capacity for future growth if gas prices strengthen.

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