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    Sumantra Banerjee

    Research Analyst at UBS Group AG

    Sumantra Banerjee is an analyst at UBS Group AG, specializing in the coverage of North American midstream energy companies, with direct coverage of firms such as Pembina Pipeline Corp and Western Midstream Partners LP. Actively participating in earnings calls for these companies, Banerjee demonstrates sector expertise and rigorous analytical involvement, though specific public metrics on forecast performance and returns are not available. His professional timeline includes the current analyst role at UBS Group AG, and he is registered as a broker with UBS Securities LLC, holding relevant FINRA licenses. Banerjee’s credentials underline his regulatory compliance and commitment to thorough, company-focused research in the energy sector.

    Sumantra Banerjee's questions to PEMBINA PIPELINE (PBA) leadership

    Sumantra Banerjee's questions to PEMBINA PIPELINE (PBA) leadership • Q2 2025

    Question

    Sumantra Banerjee from UBS Group AG inquired about Pembina's interest in future power generation opportunities and whether they would follow a similar partnership model as the Greenlight project.

    Answer

    President & CEO Scott Burrows stated that the company is not currently focused on future power opportunities, as its full attention is on executing the large-scale Greenlight data center project. SVP & CFO Cameron Goldade added that the rationale for this specific project was its unique, 'hand in glove' integration with Pembina's existing value chain, including its land position and gas supply opportunities.

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    Sumantra Banerjee's questions to PEMBINA PIPELINE (PBA) leadership • Q1 2025

    Question

    Sumantra Banerjee from UBS asked about Pembina's capital allocation priorities following the dividend increase and what factors could push results toward the high end of the 2025 guidance range.

    Answer

    CFO Cameron Goldade explained that while the base case has been debt reduction, the company is actively reconsidering shifting free cash flow towards share buybacks, market conditions permitting. He identified commodity price variability in the marketing business and potential for higher interruptible volumes as the primary factors that could drive results toward the upper end of the guidance range.

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    Sumantra Banerjee's questions to Western Midstream Partners (WES) leadership

    Sumantra Banerjee's questions to Western Midstream Partners (WES) leadership • Q1 2025

    Question

    Sumantra Banerjee of UBS asked about the role of share buybacks in the capital allocation framework, especially now that leverage is below the company's target.

    Answer

    CEO Oscar Brown explained that buybacks are an opportunistic option considered when the return on repurchasing shares is more attractive than available organic or inorganic growth projects on a risk-adjusted basis. He noted that current projects offer superior returns. The ultimate goal of capital allocation is to sustain and grow the distribution, but buybacks remain a tool, particularly if the unit price becomes dislocated, while also being mindful of the impact on the public float.

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    Sumantra Banerjee's questions to Western Midstream Partners (WES) leadership • Q1 2025

    Question

    Sumantra Banerjee from UBS asked how share buybacks fit into Western Midstream's capital allocation priorities, especially now that leverage is below the 3x target.

    Answer

    CEO Oscar Brown explained that buybacks are an opportunistic tool to be considered if the return on equity exceeds that of organic or inorganic growth opportunities on a risk-adjusted basis. He stated the current priority remains funding organic growth projects, followed by M&A. Brown emphasized that all capital allocation decisions are aimed at sustaining or growing the distribution, and while buybacks are an option, the company is also mindful of its public float.

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