Sunil Sibal
Analyst
Seaport Global
Equibles does not estimate personal net worth.
About Sunil Sibal
Sunil Sibal is recorded as Analyst at Seaport Global. Sunil Sibal has spoken on 6 earnings calls across 5 companies, most recently for Venture Global, Inc. on August 11, 2026. Those appearances were for Venture Global, Inc. (VG), Kodiak Gas Services, Inc. (KGS), Targa Resources Corp. (TRGP), NextDecade Corp (NEXT) and Plains Gp Holdings LP (PAGP). The companies whose calls Sunil Sibal spoke on are classified in the Energy sector.
Sunil Sibal on recent calls
“So I wanted to understand a little bit about the longer-term capital allocation strategy. Obviously, you've raised dividends, and I think you also talked about share buybacks. and then you've talked about investment grade at the full consolidated level also in the past.”
“But I wanted to understand a little bit on the gas infrastructure part of the distributed power business. Is that something that you guys are looking at are responsible for when you are looking at these projects?”
“I think you suggested that you're still seeing some shut-ins in volumes in Permian. So I just wanted to clarify, is that primarily price-related, or are there any other issues which might be causing that?”
“I was curious, you know, in terms of your gas supply contracts, if you could provide some update on that. Obviously, you know, U.S. gas prices, especially in some basins, have seen a lot of volatility. and if you could talk about how does it impact your contracting strategy on the gas sourcing side.”
“So I was curious, you know, how should we think about the cadence on the CapEx, especially, you know, considering your IG plans for all of the complex?”
Affiliation history
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Seaport Global
Analyst
Source not stated
Current
Company network
Oil & Gas Equipment & Services · Energy
1 appearance
Latest appearance 2026-08-07
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NextDecade Corp
NEXT
Oil & Gas Equipment & Services · Energy
1 appearance
Latest appearance 2026-07-30
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