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    Eli Jossen • JPMorgan Chase & Co.

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

    Eli Jossen's questions to Excelerate Energy Inc (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 Inc (KGS) leadership

    Eli Jossen's questions to Kodiak Gas Services Inc (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 LP (WES) leadership

    Eli Jossen's questions to Western Midstream Partners LP (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 Archrock Inc (AROC) leadership

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

    Question

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

    Answer

    President & CEO D. Bradley Childers confirmed the order book is strong, prompting early guidance of at least $250 million in 2026 growth CapEx. He noted that pricing is normalizing to mid-single-digit increases, but profitability is also driven by operational efficiencies. Childers highlighted that units are staying on location for over six years on average, independent of contract terms, and all new orders are backed by firm customer contracts.

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