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    Eli Jossen

    Vice President in Equity Research at JPMorgan Chase & Co.

    Eli Jossen is a Vice President in Equity Research at JPMorgan Chase, specializing in the utilities sector with a particular focus on regulated water companies. He is known for covering Aris Water Solutions, having issued a well-documented price target adjustment and maintaining a neutral outlook on the stock. Although public metrics such as success rate and average return are not available due to a limited ratings history, Jossen is ranked in the lower tier of Wall Street analysts by analyst tracking platforms based on available data. He is registered with FINRA as a broker at J.P. Morgan Securities LLC and is primarily based in New York, and his current tenure at JPMorgan began after prior industry experience, further strengthened by proper securities licensing.

    Eli Jossen's questions to Excelerate Energy (EE) leadership

    Eli Jossen's questions to Excelerate Energy (EE) leadership • Q2 2025

    Question

    Eli Jossen from JPMorgan Chase & Co. asked for specific operational and financial milestones to watch for regarding the Jamaica platform. He also inquired about the amount of incremental LNG supply needed to support targeted growth and how future supply agreements might be structured.

    Answer

    President, CEO & Director Steven Kobos highlighted that the company has already begun making incremental LNG and natural gas sales and smaller investments for optimization in Jamaica, promising transparency on future milestones. EVP & Chief Commercial Officer Oliver Simpson added that the Venture Global offtake is larger than current demand, providing room for growth. He noted the proximity to the U.S. allows them to access incremental LNG supply efficiently as customer demand materializes.

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    Eli Jossen's questions to Kodiak Gas Services (KGS) leadership

    Eli Jossen's questions to Kodiak Gas Services (KGS) leadership • Q2 2025

    Question

    Eli Jossen of JPMorgan Chase & Co. inquired about customer demand for electric versus gas-driven compression for 2026 and beyond, and whether the upward trend in revenue per horsepower per month is sustainable.

    Answer

    President & CEO Mickey McKee confirmed that demand for electric-drive compression remains significant, particularly from large customers, though access to power is a key constraint. He affirmed the goal is to continue increasing revenue per horsepower through new, higher-rate contracts. EVP & CFO John Griggs cautioned that the timing of new unit deployments within a quarter can cause fluctuations in this metric that do not reflect market softness.

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    Eli Jossen's questions to Western Midstream Partners (WES) leadership

    Eli Jossen's questions to Western Midstream Partners (WES) leadership • Q2 2025

    Question

    Eli Jossen, on behalf of JPMorgan, asked about the strategic role of the McNeil Ranch in WES's long-term plans for pore space and surface use. He also requested information on customer feedback for the ARRIS deal, particularly from ConocoPhillips and Chevron, and inquired about potential hurdles to closing the transaction.

    Answer

    President and CEO Oscar Brown described the McNeil Ranch as a long-term 'call option' with upside potential for water disposal and other surface uses. He noted strong support for the ARRIS deal, including from 42% of ARRIS shareholders and key customers like ConocoPhillips, with whom WES has a strong relationship. He characterized the remaining hurdles as standard regulatory and shareholder approval processes, expecting a Q4 close.

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    Eli Jossen's questions to USA Compression Partners (USAC) leadership

    Eli Jossen's questions to USA Compression Partners (USAC) leadership • Q2 2025

    Question

    Eli Jossen from JPMorgan inquired about any shifts in the market between electric motor drive and natural gas-driven compression. He also asked about capital allocation priorities, specifically the potential for distribution increases once refinancing is addressed.

    Answer

    VP & COO Christopher Wauson stated that discussions around electric drive opportunities have subsided, with natural gas engine-driven compressors remaining the top choice for customers. On capital allocation, VP, CFO & Treasurer Christopher Paulsen reiterated that the distribution is 'sacrosanct' and the primary focus is achieving a leverage ratio at or below 4.0x before considering distribution upside.

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    Eli Jossen's questions to USA Compression Partners (USAC) leadership • Q2 2025

    Question

    Eli Jossen asked for an update on the market for electric motor drive compression, including any shifts in preference between electric and natural gas units. He also questioned the company's capital allocation priorities, particularly the potential for distribution increases following upcoming debt refinancing.

    Answer

    Chief Operating Officer Christopher Wauson noted that discussions around electric drive opportunities have subsided, with natural gas engine-driven compressors remaining the preferred choice for customers. On capital allocation, CFO Christopher Paulson reiterated that the distribution is 'sacrosanct' and the primary focus is achieving a leverage ratio at or below 4.0x. He suggested a refinancing could lower interest costs, which would support business growth and, longer-term, potential distribution upside.

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    Eli Jossen's questions to Archrock (AROC) leadership

    Eli Jossen's questions to Archrock (AROC) leadership • Q2 2025

    Question

    Eli Jossen of JPMorgan Chase & Co. inquired about Archrock's outlook for capacity additions in 2026, the strength of the order book compared to the previous year, and the trajectory for pricing and contract terms.

    Answer

    President & CEO D. Bradley Childers explained that the 2026 order book is robust, prompting early guidance of at least $250 million in growth CapEx. He noted that pricing increases are normalizing to mid-single digits, with profitability also driven by operational efficiencies. Childers highlighted that equipment is now staying on location for over six years on average, a 52% improvement since 2021, and all new build orders are backed by firm customer contracts.

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    Eli Jossen's questions to Archrock (AROC) leadership • Q2 2025

    Question

    Eli Jossen of JPMorgan Chase & Co. inquired about Archrock's outlook for capacity additions and capital expenditures in 2026, asking how the current order book compares to the previous year. He also asked about the forecast for pricing, specifically revenue per horsepower, and any evolution in contract terms with customers.

    Answer

    President & CEO D. Bradley Childers explained that the 2026 order book is robust, with customers ordering earlier than usual, prompting early guidance for a minimum of $250 million in growth CapEx. He anticipates pricing to increase in the mid-single digits, reflecting inflation, while noting that profitability is also driven by operational efficiencies and high margins. Childers highlighted that while contract terms remain three to five years for large horsepower, units are now staying on location for an average of over six years, indicating significant stability.

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    Eli Jossen's questions to Archrock (AROC) leadership • Q2 2025

    Question

    Eli Jossen inquired about Archrock's outlook for capacity additions and capital expenditures for 2026, the strength of the current order book, and recent trends in pricing and contract terms.

    Answer

    President & CEO D. Bradley Childers explained that the 2026 order book is already robust, prompting early guidance of at least $250 million in growth CapEx. He noted that pricing is seeing normalized, mid-single-digit increases, but profitability is also driven by high margins and operational efficiencies. Mr. Childers highlighted that compressor units are now staying on location for an average of over six years, and all new build orders are backed by firm customer contracts.

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