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Rob Mosca

Research Analyst at Jefferies

Rob Mosca is an Associate and Equity Research Analyst at Jefferies, specializing in midstream energy and natural gas utilities with coverage of leading companies such as Cheniere Energy (LNG), DT Midstream, and Williams Companies. His stock recommendations have achieved an 84–92% success rate and an average return of 14–16%, with standout calls such as a 59.2% return on LNG. Mosca began his career at the Financial Industry Regulatory Authority before joining Mizuho in 2018, and he holds a BS in Financial Economics and a BA in Philosophy, Politics & Law from Binghamton University. He is a CFA charterholder with 6 years of industry experience, 47 state securities licenses, and FINRA registration.

Rob Mosca's questions to DT Midstream (DTM) leadership

Question · Q3 2025

Rob Mosca, on behalf of Julian Dumoulin-Smith, asked about the Haynesville outlook, specifically how DT Midstream's market share is expected to trend over time given new pipelines and announcements in Louisiana and East Texas. He inquired if the company's connectivity into Carthage would help maintain or even grow that market share, enabling them to reach the upper bound of LEAP's expansion potential.

Answer

President and CEO David Slater expressed satisfaction with the commercial team's ability to compete, noting that DT Midstream's market share has grown over the past two to three years. He expects to at least maintain that market share going forward, which he believes is crucial for reaching LEAP's expansion potential. Slater emphasized the strategic importance of the Carthage connectivity established a year ago for competing effectively across the basin and southern markets.

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Question · Q3 2025

Rob Mosca asked about Haynesville market share trending over time, given new pipelines and announcements, and if Carthage connectivity helps maintain or grow market share to reach LEAP's expansion potential.

Answer

David Slater (President and CEO, DT Midstream) expressed satisfaction with DTM's market share growth over the past 2-3 years and aims to at least maintain it going forward. He emphasized the strategic importance of Carthage connectivity and strong connections across the network to compete effectively for incremental growth.

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