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Zach Van Everen

Research Analyst at TPH&Co

Zack Van Everen is a Director, Infrastructure Research at TPH&Co., specializing in energy infrastructure with a focus on midstream, natural gas, and related markets. He covers companies such as Cheniere Energy and Kodiak Gas Services, contributing insights on sector trends driven by AI power demand and LNG exports, though specific performance metrics like success rates or returns are not publicly detailed. Van Everen joined TPH&Co. after working at East Daley Capital, where he covered broader midstream and natural gas markets, and holds a BA in Finance from Colorado State University; professional credentials such as FINRA registrations are not specified in available sources.

Zach Van Everen's questions to DT Midstream (DTM) leadership

Question · Q4 2025

Zach Van Everen asked about the Haynesville rig count increase into early 2026, seeking insights into conversations with producers and overall capacity needs in the basin. He also requested an update on the Northeast market, including the Vector open season, producer growth, and the ability to expand Nexus, its potential size, and current conversations.

Answer

Executive Chairman and CEO David Slater noted robust Haynesville volumes expected, pointing to XE's public disclosures as a key indicator of activity, alongside growth from other producers. For the Northeast, Mr. Slater described a 'domino effect' where Vector's expansion creates upstream needs. He highlighted Nexus as easily expandable with compression (hundreds of millions of cubic feet per day) and a key focus for unlocking additional egress from Appalachia to meet the 5-8 Bcf/d growth in the Upper Midwest.

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