Rob Mosca

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.

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.