Excelerate Energy, Inc. (EE) Presents at Jefferies Power, Utilities, & Clean Energy Conference 2026 Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsQ4: 2026-02-25 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.29 misses by $0.07 | Revenue of $317.57M (15.66% Y/Y) beats by $13.98M Excelerate Energy, Inc. (EE) Jefferies Power, Utilities, & Clean Energy Conference 2026 March 4, 2026 8:00 AM EST Company Participants Steven Kobos - President, CEO & Director Conference Call Participants Emma Schwartz - Jefferies LLC, Research Division Presentation Emma SchwartzJefferies LLC, Research Division Okay. Well, thank you all for joining us today. I have with me Excelerate Energy, Steven Kobos, who's the CEO. And thank you for joining me, Steven. Steven KobosPresident, CEO & Director Pleasure to be here, Emma. Emma SchwartzJefferies LLC, Research Division Okay. So as a starting point, I wanted to ask some of the people in the room might not be familiar with your business model. Can you explain kind of where you sit in the LNG value chain and what you provide in terms of your strategy and your operations for your company? Steven KobosPresident, CEO & Director Sure. Well, first of all, thanks to Jefferies for having us today. Thanks for everyone listening in. It's a pleasure to be here. Excelerate Energy is effectively the last mile of the LNG value chain. We are -- we've been in business for, gosh, 23 years, been doing this abroad for -- I think we went to Kuwait and opened up the Kuwaiti market in 2008. So we've been at this for about 18 years, opening up new markets to LNG. What we offer is effectively energy security for folks, whether that's security from an unreliable pipeline neighbor, security from drought, all types of energy security. But typically, as you know, LNG, everybody here is well familiar with LNG, cryogenic liquid, you have to warm it up, you have to send it into a market as high-pressure gas, and that's what our assets do. We've evolved over time, not just from floating regasification assets, but into downstream LNG to power platforms, providing pull-through