Theresa Chen

“First, I'd like to dive deeper into the South Mississippi project in light of today's FID.”

“On the Southeast Connector, the press release mentioned that the project can be scaled further with additional customer commitments. What is the realistic upside here beyond the 3.1 billion net to KMI?”

“Over the last several years, repeated geopolitical disruptions have highlighted just how tight global refining capacity remains post pandemic, even with meaningful capacity additions in emerging markets.”

“And sticking to the same region in the southeast, following Southern Company's recently announced agreement with OpenAI for a data center project in the S&M, highlighting the growing gas demand associated with AI infrastructure in general in that region, how do you view the opportunities set for the S&G system?”

“Going back to your comments on the upstream outlook, though it's still early on, can you elaborate further on recent conversations with your producer customers?”