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    A.J. O'Donnell

    Director of Equity Research at Tudor, Pickering, Holt & Co.

    A.J. O'Donnell is a Director of Equity Research at Tudor, Pickering, Holt & Co., specializing in energy sector analysis with a focus on midstream and infrastructure companies. He covers firms such as Plains All American Pipeline, Pembina Pipeline, and other leading energy corporations, delivering actionable investment insights and ratings, including buy recommendations and specific price targets. O'Donnell began his analyst career prior to 2024 and now leads equity research initiatives from Denver, consistently contributing valuable sector forecasts and performance analyses. He is professionally credentialed with prestigious industry roles and responsibilities at Tudor, Pickering, Holt & Co., supported by a record of successful equity research and client engagement.

    A.J. O'Donnell's questions to ONEOK INC /NEW/ (OKE) leadership

    A.J. O'Donnell's questions to ONEOK INC /NEW/ (OKE) leadership • Q3 2024

    Question

    A.J. O'Donnell of TPH asked for a breakdown of the contributions to the consolidated guidance and whether ONEOK plans to continue with EnLink's growth capital projects, particularly in Louisiana.

    Answer

    CFO Walter Hulse explained the guidance increase is additive from the acquired businesses, with synergies expected in 2025. He and CEO Pierce Norton confirmed they will review all EnLink projects and have taken none off the table, highlighting that growth in Louisiana will likely be focused on the natural gas business to serve industrial and potential AI-related demand.

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