Williams Companies held its first-quarter 2026 earnings call earlier in May. CEO Chad Zamarin covered the company’s various commercial initiatives, while CFO John Porter reviewed the financial results and prospects.
Shell’s Q1 2026 earnings call made clear that the ARC Resources acquisition – as discussed in ‘Closer to the Heart’ is now the centerpiece of the company’s long-term North American gas and LNG growth strategy.
If there was one project ExxonMobil repeatedly highlighted during its Q1 2026 earnings call, it was Golden Pass LNG.
In Targa's Q1 2026 earnings call, Targa touted increased gas gathering and processing volumes despite producer shut-ins, provided updates to infrastructure projects and announced two additional processing plants in the Delaware basin.
Venture Global talked about its timeline for CP2 and discussed bolt-on expansions to its LNG facilities during its earnings call for the first quarter. The firm also discussed the role that Permian Basin supply will play in feeding CP2 once it is up and running.
In its Q1 2026 earnings call, TotalEnergies made clear that, unlike some of its European peers, it is not retreating from hydrocarbons.
Kinetik shut in about 170 MMcf/d of Permian natural gas production due to low Waha prices during Q1 2026, which was more than offset by “spread-based marketing gains” which helped it post a record quarterly EBITDA of $251 million, the company said during its earnings call this week.
Crude oil throughput on the Canadian portion of the Keystone Pipeline was above contracted capacity at 616 Mb/d in Q1 2026, while volumes on the segment to the U.S. Gulf Coast averaged 709 Mb/d on strong global demand for export barrels, South Bow Corp. said in its latest quarterly earnings report.
Sempra Infrastructure continues to make progress on its two LNG facilities. Parent company Sempra Energy remains optimistic on LNG despite the upcoming partial divestiture.
Western Midstream’s Q1 call centered on a larger U.S. growth platform in the Delaware Basin, where management said gas throughput rose 3% to just over 2 Bcf/d, crude oil and NGL throughput hit a record 272 Mb/d, and produced water reached about 2.8 MMb/d.
