Praneeth Satish

“Just on the acquisition economics, so seven and a half times, I guess if you kind of work backwards and try to get to the implied gathering and processing fee on our math, it's around $2 per MMBTU, which seems a little bit high, I guess, compared to others.”

“So just going back to the guidance, you raised the exit-to-exit Permian production growth by 100,000 to 200,000 barrels per day on improving gas egress. But I guess you're – and you kind of had strong Q2 results, but you left the 2026 EBITDA guidance unchanged.”

“So just going back to the guidance, you raised the exit-to-exit Permian production growth by 100,000 to 200,000 barrels per day on improving gas egress. But I guess you're – and you kind of had strong Q2 results, but you left the 2026 EBITDA guidance unchanged.”

“I guess just kind of drilling down on tax equity and pricing there, sounds like it may have softened a little bit from last quarter, kind of in the high 80s, 90s versus low 90s last quarter, if I remember correctly, your comments.”

“Maybe, John, going back to your comments, so the EBITDA CAGR here was increased to 11% from 10%, five-year EBITDA CAGR. I guess if we just simply layer in EBITDA from Momentum and Delta Express, I mean, it seems like on our math, you know, those projects alone would add 200 basis points to the CAGR, take it up to 12%.”