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    Shneur Gershuni

    Research Analyst at UBS

    Shneur Gershuni is the Head of ESG for the Americas and an Executive Director at UBS, specializing in energy sector research with a particular focus on midstream master limited partnerships and natural gas companies such as Buckeye Partners, Genesis Energy, Sunoco Logistics Partners, Tesoro Logistics, Western Midstream Partners, USA Compression Partners, and Plains All American Pipeline. He has been recognized for deep and insightful research, securing a third-place ranking on the Institutional Investor All-America Research Team in 2015 and earning runner-up status for natural gas coverage, and his team estimated a 10% distribution growth for MLPs while highlighting robust risk management in the commodities environment. Gershuni joined UBS in January 2004 after serving as a US Equity Analyst at Bissett Funds, Franklin Templeton Investments, and as a credit analyst at Canada Life Assurance Co.; he holds an MBA in finance from McMaster University and a BA in economics from York University. His professional credentials include extensive sell-side analyst experience and coverage leadership in ESG and energy, though specific securities licenses or FINRA registrations are not publicly listed.

    Shneur Gershuni's questions to Cheniere Energy Partners (CQP) leadership

    Shneur Gershuni's questions to Cheniere Energy Partners (CQP) leadership • Q3 2020

    Question

    Shneur Gershuni of UBS asked about the strategy for contracting open capacity, specifically if the focus is on mid-term deals to enhance earnings stability. He also requested details on the key variables driving the high and low ends of the 2021 financial guidance.

    Answer

    EVP & CCO Anatol Feygin and SVP & CFO Zach Davis explained the strategy is to use commercial flexibility to offer a mix of contract tenors to secure margin on existing uncontracted volumes. Davis clarified that 2021 guidance is primarily driven by margins on ~4 MTPA of open capacity, with limited downside but significant asymmetric upside.

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    Shneur Gershuni's questions to Cheniere Energy Partners (CQP) leadership • Q1 2020

    Question

    Shneur Gershuni inquired about the potential for a long-term structural change in the LNG market due to higher Henry Hub prices and associated gas issues. He also asked about opportunities for Cheniere Marketing (CMI) and the current market accessibility for refinancing convertible notes.

    Answer

    EVP & CCO Anatol Feygin stated that while associated gas production will decline, gas-directed drilling will respond to normalizing prices, keeping U.S. gas globally competitive. EVP & CFO Michael Wortley confirmed the market for refinancing SPL debt is open and that the company is evaluating multiple options, including bank and bond markets, to address its 2021 convertible notes.

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