Jason Gabelman
Analyst
TD Cowen
Analyst
Cowen
Equibles does not estimate personal net worth.
About Jason Gabelman
Jason Gabelman is recorded as Analyst at TD Cowen and Analyst at Cowen. Jason Gabelman has spoken on 30 earnings calls and 2 other investor events across 19 companies, most recently for Targa Resources Corp. on November 5, 2026. Those appearances were for Kinder Morgan, Inc. (KMI), Calumet, Inc. (CLMT), Delek US Holdings, Inc. (DK), Targa Resources Corp. (TRGP), Marathon Petroleum Corp (MPC) and 14 other companies. The companies whose calls Jason Gabelman spoke on are classified in the Energy and Basic Materials sectors.
Jason Gabelman on recent calls
“Wanted to go back to the long-term double-digit Permian growth. Does that visibility extend into next decade? And at what oil price do you think you would need to revise that outlook?”
“Patrick, you commented at the CMD a month ago about potential appetite for U.S. shale acquisitions, and we've had investors asking about those comments since then.”
“Maybe shifting over to the base business, the specialty margin was strong once again, above $60 a barrel. What's going on in the business that's enabling you to sustain those higher levels?”
“Maybe shifting over to the base business, the specialty margin was strong once again, above $60 a barrel. What's going on in the business that's enabling you to sustain those higher levels?”
“I was hoping you could elaborate on a couple points that have already been touched on. First, on the processing plant growth, it seems like the lead time from sanctioning to starting up is somewhere between 20 to 24 months.”
Affiliation history
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TD Cowen
Analyst
Source not stated
Current -
Cowen
Analyst
Source not stated
Current
Company network
CLMT
Specialty Chemicals · Basic Materials
Oil & Gas Refining & Marketing · Energy
Oil & Gas Refining & Marketing · Energy
Oil & Gas Refining & Marketing · Energy
PSX
Oil & Gas Refining & Marketing · Energy
DINO
Oil & Gas Refining & Marketing · Energy
PBF
Oil & Gas Refining & Marketing · Energy
TTE
Oil & Gas Integrated · Energy
TotalEnergies SE
Oil & Gas Integrated · Energy
Oil & Gas Refining & Marketing · Energy
ONEOK, INC.
Oil & Gas Midstream · Energy
NEXT
Oil & Gas Equipment & Services · Energy
CVX
Oil & Gas Integrated · Energy
Oil & Gas Refining & Marketing · Energy
Recent activity
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Earnings call
July 23rd, 2026 / 12:00PM GMT, TotalEnergies 2Q2026 Earnings Call
TotalEnergies SE
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Earnings call
FIRST QUARTER 2026 ONEOK EARNINGS CONFERENCE CALL
ONEOK, INC.