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    Jack Wilson • Truist Securities

    Jack Wilson's questions to Kimbell Royalty Partners LP (KRP) leadership

    Jack Wilson's questions to Kimbell Royalty Partners LP (KRP) leadership • Q4 2024

    Question

    Jack Wilson inquired about which basins present the most significant opportunities for acreage acquisition and whether recent regulatory discussions from the new administration are affecting Kimbell's operations.

    Answer

    Davis Ravnaas, President and CFO, responded that while the Permian Basin remains the primary area for consolidation, attractive opportunities are present across the United States. He added that the new administration has been supportive of domestic energy production, which is a net benefit, and the company has not experienced any direct impacts beyond headlines.

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    Jack Wilson's questions to Kinder Morgan Inc (KMI) leadership

    Jack Wilson's questions to Kinder Morgan Inc (KMI) leadership • Q4 2024

    Question

    Jack Wilson, on for Neal Dingmann of Truist Securities, asked for details on Kinder Morgan's specific positioning in relation to LNG exports.

    Answer

    Kimberly Dang (Executive) detailed that Kinder Morgan currently serves about 45% of the LNG export market, with contracts in place for approximately 10.7 Bcf/day of capacity that will come online over time. She highlighted that future growth opportunities exist not only in connecting to new facilities but also in providing upstream supply access and insurance capacity for LNG customers, leading to potential follow-on projects.

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