Analyst
JPMorgan Securities LLC
Equibles does not estimate personal net worth.
Eli is recorded as Analyst at JPMorgan Securities LLC. Eli has spoken on 4 earnings calls across 4 companies, most recently for South Bow Corp on August 6, 2026. Those appearances were for South Bow Corp (SOBO), SunocoCorp LLC (SUNC), Hess Midstream LP (HESM) and Atmos Energy Corp (ATO). The companies whose calls Eli spoke on are classified in the Energy and Utilities sectors.
“Just wanted to touch on long lead time item procurement, given a pretty expedited construction window here. Can you just frame whether you're already ordering and placing down payments on some of that equipment, and then maybe how much of a role do government subsidies play in those decisions?”
“Just wanted to start on the outlook for Bolt on M&A, which I know you touched on in opening remarks.”
“Just wanted to get a sense of growth drivers further out in the forecast horizon in that 2028 timeframe. How much of the outlook is based on cost cutting? And how does that contribute to the growth outlook?”
“Just wanted to start on, you know, maybe some of the larger load customers you guys are seeing across your service territory. You know, recognize that the Refresh Capital Plan, you know, contemplates a lot of that demand.”
JPMorgan Securities LLC
Analyst
Transcript header (unverified)
SOBO
Oil & Gas Midstream · Energy
SUNC
Oil & Gas Midstream · Energy
HESM
Oil & Gas Midstream · Energy
Utilities - Regulated Gas · Utilities
