Earnings Call Coverage

On Dow’s Q3 earnings call, management tied a petrochemical market recovery more to capacity closures than to demand growth.

Kinder Morgan added $5.4 billion of new projects in Q3, bringing its backlog to a record $14.4 billion.

Meta accelerated its spending on capital expenditures in Q3 2026 as it seeks to speed the adoption of its compute-intensive Muse AI agent, the company said during its earnings call on October 21.

Woodside Energy has completed the strategic review of its Beaumont New Ammonia facility and will initiate a formal process to reduce its investment, the company said during its Q3 2026 earnings report published October 21. The company announced plans for the review during its H1 2026 earnings presentation in August.

Kinetik said its Q2 2026 earnings call that its Permian operations were boosted by structural tailwinds from gassier production, increased natural gas takeaway capacity and surging power demand.

Venture Global reports continued progress in building the CP2 export terminal. It also touted its commercial progress toward FID on two bolt-on projects near existing facilities.

Sempra discussed LNG project timelines and Texas electric demand in its 2nd quarter earnings call.

MPLX's latest earnings call, on August 4th, reinforced that the partnership remains focused on expanding its natural gas and NGL value chain rather than pursuing major crude oil infrastructure projects.

On its Q2 2026 earnings call, Plains All American (Plains) raised its Permian oil production outlook to growth of 100-200 Mb/d on an exit-to-exit basis for 2026 versus 2025, up from a prior forecast of roughly flat, and attributed the change mostly to new natural gas takeaway capacity a

Targa's Permian volumes hit a record 7.2 Bcf/d in Q2, up 450 MMcf/d from Q1, "almost two plants worth of gas in one quarter," as CEO Matt Meloy put it, and that came despite 200–400 MMcf/d shut in on any given day because of week Waha natural gas prices.