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    Nevin Mathew

    High Yield Credit Research Associate at JPMorgan Chase & Co.

    Nevin Mathew is a High Yield Credit Research Associate at JPMorgan Chase & Co., specializing in credit analysis and research within the high yield sector. His professional expertise involves covering specific companies in the high yield and leveraged finance markets, providing in-depth financial evaluations and supporting investment decision-making. Since beginning his career at JPMorgan Chase, Mathew has contributed rigorous research and analysis, aiding the credit analyst team with coverage of high-yield issuers and maintaining a strong track record for actionable insights. Mathew holds relevant securities licenses and professional registrations in alignment with industry standards for credit research professionals.

    Nevin Mathew's questions to NGL Energy Partners (NGL) leadership

    Nevin Mathew's questions to NGL Energy Partners (NGL) leadership • Q1 2026

    Question

    Nevin Mathew, on behalf of Tariq Hamed, inquired about NGL Energy Partners' future capital allocation strategy, asking if the company will prioritize common unit repurchases or concentrate on its Class D preferred units.

    Answer

    EVP & CFO Brad Cooper responded that the company will continue to be opportunistic with its capital allocation. He explained that NGL will evaluate repurchasing common units, bonds, or Class D preferred units based on market conditions and which asset provides the most attractive return, rather than focusing on a single path.

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    Nevin Mathew's questions to NGL Energy Partners (NGL) leadership • Q1 2026

    Question

    Nevin Mathew, on behalf of Tariq Hamed, inquired about NGL Energy Partners' forward-looking capital allocation strategy, asking if the company plans to continue common unit repurchases or concentrate more on retiring Class D preferred units.

    Answer

    EVP & CFO Brad Cooper responded that NGL will maintain an opportunistic approach to capital allocation. He explained that if unit prices remain at current levels, the company will likely "nibble" at common units, while also targeting bonds if they trade down and continuing to address the Class D preferreds. Cooper emphasized that the strategy will not be focused on a single path but will adapt to market conditions.

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    Nevin Mathew's questions to NGL Energy Partners (NGL) leadership • Q1 2026

    Question

    On behalf of Tariq Hamed, Nevin Mathew inquired about NGL Energy Partners' forward-looking capital allocation strategy, asking if the recent common unit repurchases were a one-time event or if the focus would shift primarily to Class D preferred units.

    Answer

    EVP & CFO Brad Cooper explained that the company will continue to be opportunistic with its capital allocation. He stated that NGL will consider repurchasing common units if prices remain at current levels, buy back bonds if they trade down, and continue to address the Class D preferred units, pursuing a mix of all three strategies based on market conditions.

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    Nevin Mathew's questions to NGL Energy Partners (NGL) leadership • Q4 2025

    Question

    Nevin Mathew of JPMorgan Chase & Co. asked about capital spending flexibility, questioning how much lower CapEx could go if projects are delayed and if there is upside potential if oil prices firm up.

    Answer

    CEO H. Michael Krimbill responded that with growth capital already guided at a low $60 million and maintenance capital also at minimal levels, there is not significant room to reduce capital expenditures further from the guided $105 million total.

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    Nevin Mathew's questions to NGL Energy Partners (NGL) leadership • Q3 2025

    Question

    Nevin Mathew of JPMorgan Chase & Co. questioned the relative profitability of volumes from the new LEX II project and sought details on the associated contracts.

    Answer

    Executive Brad Cooper stated that the LEX II project is performing as expected but declined to provide specific details on profitability or contract structures. He also clarified that no new contracts have been signed as a direct result of the pipeline's completion at this time.

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