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Zack Van

Zack Van

Director in the Infrastructure Research division at TPH

Denver, CO, US

Zack Van Everen is a Director in the Infrastructure Research division at TPH & Co., specializing in equity research with a focus on the oil and gas sector, particularly midstream and natural gas markets. He covers companies such as Kodiak Gas Services and has delivered consistent research coverage in the infrastructure space, though specific performance metrics, rankings, or returns are not publicly available on major analyst rating platforms. Van Everen began his career at East Daley Capital, where he covered broader midstream and natural gas markets, before joining TPH & Co. He holds a BA in Finance from Colorado State University and is recognized for his expertise in infrastructure and energy research, though there is no public record of FINRA registration or securities licenses.

Zack Van's questions to Energy Transfer (ET) leadership

Question · Q3 2025

Zack Van asked about the breakout of supply-push (Waha) versus demand-pull (data centers and other sources) contracts on the Hugh Brinson Pipeline, given Phase I is fully contracted. He also inquired if customers are starting to sign supply deals out of Waha to ensure gas availability, considering the numerous new Permian gas pipelines.

Answer

Mackie McCrea (Co-CEO) stated that Hugh Brinson initially started as demand-pull, then incorporated producer-push to reach completion, and now its growth and expansion are primarily demand-pull. He noted that some end-users have reached out to producers to lock up supply, and advised the market to secure production due to the significant new demand (11-12 Bcf) from announced pipelines over the next four and a half years.

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