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    Alex Kania

    Managing Director and Lead Analyst at Marathon Capital

    Alex Kania is a Managing Director and Lead Analyst at Marathon Capital, specializing in equity research focused on energy transition and clean economy sectors. He has covered major companies in utilities, midstream, and energy transition, with a performance record of top-ranked research contributions at prior firms including Wolfe Research and Bank of America/Merrill Lynch. Kania's career began as an economic consultant at The Brattle Group and includes roles at Deutsche Bank, demonstrating over twenty years of investment banking and research experience. He holds FINRA registrations and securities licenses reflective of his credentials in equity analysis and financial advisory.

    Alex Kania's questions to OPAL Fuels (OPAL) leadership

    Alex Kania's questions to OPAL Fuels (OPAL) leadership • Q3 2024

    Question

    Inquired about the evolving voluntary carbon markets, specifically the potential for long-term deals with data centers/hyperscalers to decarbonize their natural gas usage, and asked for more detail on the company's view of the European RNG market opportunity.

    Answer

    The transportation fuel market remains the highest value offtake for RNG molecules. While they see interest in voluntary markets, the eRIN policy for renewable electricity is seen as a more financially attractive near-term opportunity for serving data center demand. The European export market is seen as a potentially attractive medium-term opportunity, particularly in compliance markets, but is currently paused due to regulatory changes (ISCC certification). They are working with European regulators to reopen these export pathways.

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    Alex Kania's questions to Cheniere Energy Partners (CQP) leadership

    Alex Kania's questions to Cheniere Energy Partners (CQP) leadership • Q3 2022

    Question

    Alex Kania of Wolfe Research, LLC asked about the landscape of partially contracted LNG projects, whether many might fail, and if this creates a commercial opportunity for Cheniere. He also inquired about the path to achieving a uniform investment-grade credit rating.

    Answer

    EVP and CCO Anatol Feygin noted that many contracted projects have yet to be built, creating a mix of committed and opportunistic buyers, which positions Cheniere to capture demand from those needing reliable supply. EVP and CFO Zach Davis expressed high confidence in reaching investment-grade status by H1 2023, citing strong credit metrics, debt paydown, and a robust, long-term contracted cash flow profile.

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    Alex Kania's questions to Cheniere Energy Partners (CQP) leadership • Q3 2020

    Question

    Alex Kania of Wolfe Research inquired about customer demand for seasonally shaped contracts and whether recent debottlenecking announcements by ConocoPhillips were already factored into Cheniere's updated production guidance.

    Answer

    EVP & CCO Anatol Feygin confirmed the company has the flexibility to structure seasonally shaped contracts to meet customer needs. President & CEO Jack Fusco clarified that while ConocoPhillips is a key partner, their recent announcements were likely for future projects and Cheniere's own successful debottlenecking efforts are already reflected in guidance.

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    Alex Kania's questions to Cheniere Energy Partners (CQP) leadership • Q1 2020

    Question

    Alex Kania asked about the company's willingness to engage in third-party marketing deals to capture local spot price opportunities. He also questioned if there was an opportunity to capture demand from other U.S. LNG projects that are struggling.

    Answer

    EVP & CCO Anatol Feygin confirmed their marketing team is actively taking advantage of volatility in shipping and local indices to optimize their portfolio. President & CEO Jack Fusco added that Cheniere offers a premium product and expects to emerge from the pandemic in a stronger competitive position, which they will seek to capitalize on.

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