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    Nate Pendleton • Texas Capital

    Nate Pendleton's questions to Talos Energy Inc (TALO) leadership

    Nate Pendleton's questions to Talos Energy Inc (TALO) leadership • Q2 2025

    Question

    Nate Pendleton of Texas Capital asked for the key drivers behind the company's improved full-year guidance, despite the Sunspear shut-in, and inquired about specific regulatory policies that could further boost production in the Gulf of America.

    Answer

    President and CEO Paul Goodfellow attributed the improved guidance to a company-wide culture of efficiency and strong execution, which has led to better-than-planned uptime. On policy, he highlighted frequent lease sales, updated commingling rules, and a more effective process for managing abandonment liabilities as key areas for improvement.

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    Nate Pendleton's questions to California Resources Corp (CRC) leadership

    Nate Pendleton's questions to California Resources Corp (CRC) leadership • Q2 2025

    Question

    Nate Pendleton from Texas Capital asked for an update on the Class VI permitting progress for CTV projects and inquired about legislative support for CO2 pipeline development in California.

    Answer

    EVP Chris Gould confirmed progress on all CTV permits, expecting a draft permit for the A1A2 reservoir this year and noting the EPA is committed to expediting the process. President & CEO Francisco Leon highlighted strong momentum for Assembly Bill 881, which would lift the moratorium on CO2 pipelines and could be in effect by January 2026, unlocking carbon management at scale.

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    Nate Pendleton's questions to California Resources Corp (CRC) leadership • Q4 2024

    Question

    Nate Pendleton from Texas Capital asked for specific milestones regarding the MOU with National Cement and inquired about the strategy for the CO2 transportation component. As a follow-up, he asked about the new CFO's top financial priorities and the rationale for redeeming only half of the 2026 senior notes.

    Answer

    CEO Francisco Leon described the National Cement deal as a key brownfield partnership and stated CRC is actively working with federal and state bodies to lift the moratorium on CO2 pipelines. CFO Clio Crespy outlined her priorities as maintaining a strong balance sheet, driving cash flow, and disciplined capital allocation. She explained that redeeming only half the 2026 notes was a strategic move to preserve flexibility for growth and shareholder returns, with plans to address the remainder well before maturity.

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    Nate Pendleton's questions to Archrock Inc (AROC) leadership

    Nate Pendleton's questions to Archrock Inc (AROC) leadership • Q2 2025

    Question

    Nate Pendleton of Texas Capital inquired about the elasticity of demand for horsepower and the durability of the 2026 order book given falling rig counts. He also asked about competitive dynamics in basins outside the Permian.

    Answer

    President & CEO D. Bradley Childers affirmed the 2026 order book is robust and durable, with the minimum spend level of $250 million being a firm expectation. CFO Doug Aron added that historically low stop activity reflects strong natural gas demand, supporting this view. Childers explained that while all basins are competitive, Archrock's position as a preferred partner with key customers provides a clear planning cycle and strong relationships, ensuring consistent demand.

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    Nate Pendleton's questions to Archrock Inc (AROC) leadership • Q1 2025

    Question

    Nate Pendleton inquired about the pricing difference between new and older compression assets and asked how much of Archrock's fleet is still considered non-core for potential divestment.

    Answer

    President and CEO D. Childers explained that there is little to no pricing difference for units under 10 years old, but older equipment can see differentials due to technology and efficiency. He clarified that the amount of non-core horsepower is now 'very negligible,' as the company has shifted from large-scale transformation to a more surgical, strategic approach to fleet management.

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    Nate Pendleton's questions to Solaris Energy Infrastructure Inc (SEI) leadership

    Nate Pendleton's questions to Solaris Energy Infrastructure Inc (SEI) leadership • Q2 2025

    Question

    Nate Pendleton asked about the permitting status for the current data center fleet and inquired about operational levers being used to mitigate the expected activity decline in the Logistics Solutions business.

    Answer

    CFO & President Kyle Ramachandran stated that one data center has its Title V air permit and the second is in process, with Solaris supporting the customer-led permitting. Chairman & CEO William Zartler confirmed they are actively managing fixed costs in the Logistics segment to protect margins without compromising safety or reliability, which remain paramount.

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