Greg Brody
Analyst
Bank of America
Equibles does not estimate personal net worth.
About Greg Brody
Greg Brody is recorded as Analyst at Bank of America. Greg Brody has spoken on 7 earnings calls across 5 companies, most recently for Global Partners LP on November 6, 2026. Those appearances were for Global Partners LP (GLP), Calumet, Inc. (CLMT), Borr Drilling Ltd (BORR), Summit Midstream Corp (SMC) and Venture Global, Inc. (VG). The companies whose calls Greg Brody spoke on are classified in the Energy and Basic Materials sectors.
Greg Brody on recent calls
“Can you talk a little bit about what you're seeing on the customer side in terms of their behavior with consumption and how that compares to what data you're seeing across the U.S.?”
“Just as we've looked at the rest of this year, you mentioned that there's an opportunity to maybe add some activity to this year's backlog. But realistically, how much activity do you think you could potentially add?”
“Would you mind just talking a little bit about the consumer behavior, what you're seeing out there? Are higher prices affecting purchases at all?”
“I want to ask about the reactor that you're taking from the Montana plant, putting into MRL. Can you share anything around the cost of that project and then the yield that you'll lose at the conventional Montana plant?”
“You referenced 22 as how to think about maybe specialty material margins and the environment you're in. You know, those margins got up to the 90-hour range during that period.”
Affiliation history
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Bank of America
Analyst
Transcript header (unverified)
Current
Company network
Calumet, Inc.
CLMT
Specialty Chemicals · Basic Materials
2 appearances
Latest appearance 2026-08-07
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Borr Drilling Ltd
BORR
Oil & Gas Drilling · Energy
1 appearance
Latest appearance 2026-08-11
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