North America Equity Research29 August 2019 Fall 2019 Conference Question BankE&P, Integrated Oil & Refining, Midstream, and Oilfield Services & Equipment Fall Conference Preparation GuideLarge Cap Oil & Gas Exploration & ProductionArun Jayaram AC(1-212) 622-8541arun.jayaram@jpmchase.comBloomberg JPMA JAYARAM Michael A Glick AC(1-212) 622-9513michael.a.glick@jpmchase.comBloomberg JPMA GLICK Oil Services and EquipmentSean C Meakim, CFA AC(1-212) 622-6684sean.meakim@jpmorgan.comBloomberg JPMA MEAKIM Integrated Oils & RefiningPhil Gresh, CFA AC(1-212) 622-4861phil.m.gresh@jpmorgan.comBloomberg JPMA GRESH Energy MLPsJeremy Tonet, CFA AC(1-212) 622-4915jeremy.b.tonet@jpmorgan.comBloomberg JPMA TONET Utilities and PowerChristopher Turnure AC(1-212) 622-5696christopher.turnure@jpmorgan.comBloomberg JPMA TURNURE J.P. Morgan Securities LLCSee page 162 for analyst certification and important disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.www.jpmorganmarkets.comIn advance of the fall conference season that begins after Labor Day, the J.P. Morgan Energy Equity Research team has compiled an updated question bank as areference for those attending presentations and meeting with management teams in the coming months. The Question Bank has been updated to incorporate 2Q19 updates and span JPM’s coverage universe of E&Ps, Integrated Oils, Refining, Energy Infrastructure and MLPs, and Oilfield Services and Equipment stocks. Questions are listed alphabetically by company within the individual subsectors. E&P Questions (Primary Coverage Arun Jayaram): Antero (AR), Apache Corp (APA), Chesapeake Energy (CHK), Cimarex (XEC), Concho Resources (CXO), Continental Resources(CLR), Devon Energy (DVN), EncanaCorporation (ECA), EOG Resources (EOG), EP Energy (EPEG), EQT Corp(EQT), Hess (HES), Marathon Oil (MRO), Murphy (MUR), Noble Energy(NBL), Pioneer Natural Resources (PXD), Range Resources (RRC), SevenGenerations Energy (VII.CN), Southwestern Energy (SWN) and VermillionEnergy (VET.CN). E&P Questions (Primary Coverage Michael Glick): Cabot Oil & Gas(COG), Centennial Resource Development (CDEV), Diamondback Energy (FANG) Extraction Oil & Gas, Inc (XOG), Gulfport Energy (GPOR), HighPoint Resources (HPR), Jagged Peak Energy (JAG), Laredo Petroleum (LPI), Matador Resources (MTDR), Magnolia Oil & Gas (MGY), Oasis Petroleum (OAS), Parsley Energy (PE), QEP Resources (QEP), SM Energy (SM), SRC Energy (SRCI), Whiting Petroleum (WLL), and WPX Energy (WPX). Oil Services & Equipment Questions (Primary Coverage Sean Meakim): Baker Hughes (BHGE), Cactus Inc. (WHD), Core Laboratories (CLB), Diamond Offshore (DO), NOW Inc. (DNOW), Dril-Quip (DRQ), Forum Energy Technologies (FET), Frank's International (FI), Halliburton (HAL), Helmerich & Payne (HP), Keane Group (FRAC), Liberty Oilfield Services (LBRT), MRC Global (MRC), Nabors Industries (NBR), National Energy Services Reunited (NESR), National Oilwell Varco (NOV), NCS Multistage (NCSM), Nine Energy Service (NINE), Noble Corp (NE), Oceaneering International (OII), Oil States International (OIS), Patterson-UTI Energy (PTEN), Precision Drilling (PD), ProPetro Holding (PUMP), Schlumberger (SLB), Select Energy Services (WTTR), Superior Energy Services (SPN), TechnipFMC PLC (FTI), Transocean (RIG), Valaris (VAL). Integrated Oil and Refiner (Phil Gresh): CNQ, CVE, CVX, COP, DK, XOM, HFC, HSE, IMO, MPC, MEG, PBF, OXY, PSX, SU, & VLO Energy Infrastructure and MLPs (Jeremy Tonet): AROC, LNG, CEQP, DCP, ENBL, ENB, ET, ENLC, EPD, EQM, GEI CN, KMI, IPL CN, MIC, MMP, MPLX, OKE, PPL CN, PSXP, PAGP/PAA, TRGP, TRP, USAC, WES, and WMB.2North America Equity Research29 August 2019Arun Jayaram(1-212) 622-8541arun.jayaram@jpmchase.com Table of ContentsEnergy Infrastructure/MLPs ....................................................5Archrock (AROC, $9.45, N)............................................................................5Cheniere Energy, Inc. (LNG, $58.91, OW).......................................................6Crestwood Equity Partners LP (CEQP, $36.24, N) ...........................................7DCP Midstream Partners LP (DCP, $24.22, N) ................................................8Enable Midstream Partners LP (ENBL, $12.51, N)...........................................9Enbridge Inc. (ENB, $33.01, N).....................................................................10Energy Transfer LP (ET, $13.29, OW)...........................................................11EnLink Midstream LLC (ENLC, $7.61, UW).................................................12Enterprise Products Partners (EPD, $28.22, OW) ...........................................13EQM Midstream Partners (EQM, $29.72, N).....
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