FIRESIDE CHAT WITH EQT CFO, JEREMY KNOP On August 6th, we hosted a fireside chat with Jeremy Knop, Chief Financial Officer (CFO) of EQT Corporation (NYSE: EQT), to discuss the outlook for natural gas and EQT’s transformation from a traditional exploration and production (E&P) company into a vertically integrated natural gas company designed to generate durable cash flow across commodity cycles. The conversation reinforced a central theme of our natural gas thesis: near-term c

WILLIAMS COMPANIES FIRESIDE CHAT RECAP The Street is bullish on The Williams Companies, Inc. (NYSE: WMB), and we concur. The market’s favorable sentiment is captured by the title of Barron’s recent article “Williams Is No AI Pipe Dream. The Stock Is A Winner”. On July 7, we hosted a Fireside Chat with John D. Porter, Executive Vice President and Chief Financial Officer of The Williams Companies. Williams operates more than 33,000 miles of pipeline and delivers roughly one-t

Since the signing of a Memorandum of Understanding (MoU) between the U.S. and Iran, energy stocks have given up most of their gains and oil prices have fallen precipitously from recent highs. Both parties agreed to a 60-day ceasefire to hammer out the details—they reported encouraging progress from last Sunday’s meeting in Switzerland with Vice President JD Vance and Iran’s minister of foreign affairs, Abbas Araghchi in attendance. After signing the MoU, oil has begun to flow