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Enterprise Products Partners L.P. Common Units (EPD) Discusses Annual Supply Appraisal Forecast and U.S. Production Fundamentals Transcript

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⚡ Quantum Brief
Enterprise Products Partners held its 2026 annual supply appraisal forecast call on April 14, focusing exclusively on midstream energy fundamentals, deferring financial discussions to its April 28 earnings report. Co-CEO A. Teague and Chief Commercial Officer Tug Hanley led the session, with Corey Johnson presenting key commodity risk assessments, signaling strategic shifts in U.S. energy production and infrastructure demand. Analysts from Goldman Sachs, Barclays, and JPMorgan questioned supply-demand dynamics, highlighting investor concerns over production growth, export capacity, and regulatory impacts on midstream operations. The forecast emphasized U.S. production fundamentals, suggesting potential bottlenecks in pipeline and storage infrastructure amid rising domestic and global energy demand. Enterprise’s leadership underscored sustainability initiatives, framing them as critical to long-term operational resilience and stakeholder value in a volatile energy market.
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SA Transcripts159.3K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Enterprise Products Partners L.P. Common Units (EPD) Discusses Annual Supply Appraisal Forecast and U.S.

Production Fundamentals April 14, 2026 4:30 PM EDT Company Participants Joseph TheriacA. Teague - Co-CEO & Director of Enterprise Products Holdings LLCCorey JohnsonChristian Nelly - Executive VP of Finance & Sustainability and Treasurer of Enterprise Products Holdings LLCTug Hanley - Executive VP & Chief Commercial Officer Conference Call Participants John Mackay - Goldman Sachs Group, Inc., Research DivisionTheresa Chen - Barclays Bank PLC, Research DivisionMichael Blum - Wells Fargo Securities, LLC, Research DivisionJulien Dumoulin-Smith - Jefferies LLC, Research DivisionAndrew John O'Donnell - Tudor, Pickering, Holt & Co. Securities, LLC, Research DivisionBrandon Bingham - Scotiabank Global Banking and Markets, Research DivisionJeremy Tonet - JPMorgan Chase & Co, Research DivisionSunil Sibal - Seaport Research PartnersManav Gupta - UBS Investment Bank, Research Division Presentation Operator Thank you for standing by. Welcome to Enterprise Products Partners 2026 Fundamentals Update. [Operator Instructions] I would now like to hand the conference over to Joe Theriac, Vice President of Finance and Investor Relations. You may begin.

Joseph Theriac Thank you. Good afternoon, and welcome to the Enterprise Products Partners conference call to discuss the company's newly released annual supply appraisal forecast. The scope of the conference call will be limited to the supply appraisal forecast. Questions with respect to our current business outlook or financial results will be deferred to and addressed during our first quarter of 2026 earnings conference call on April 28. Our speaker today will be Corey Johnson, Senior Vice President, Fundamentals and Commodity Risk Assessment of Enterprise's General Partner. Other members of our senior management team are also in attendance for the call today. As a reminder, the information presented during this call represents the company's current views on certain key midstream energy supply and demand fundamentals and is qualified in

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