Gabe Daoud

“We're hoping we can maybe just touch on the growth CapEx and how we should be thinking about that impacting 2026. Looks like you're at four rigs currently, maybe already putting some of that growth capital to work.”

“Maybe just a quick one for me on Twin Eagle, maybe a question for Marcel. On the $200 million EBITDA, maybe more of an accounting question, but how should we think about that showing up and expands P&L over time?”

“Jamie was hoping maybe could just get some thoughts around adding more Gulf Coast exposure in the 28 to 30 period. And just looking at the strip, obviously with all the egress coming on, Waha should improve and experience better days ahead.”

“As I was hoping, could maybe just go back to your views on the macro. So it certainly seems like maybe your bias once all descends is mid-cycle oils maybe higher than what we all anticipated prior to the Iran conflict.”

“Just quickly back to the upstream conversations, just curious if there's any notable difference in behavior or price that operators need to see on the screen as you talk to publics versus privates.”