Feed / Theme
Confirmed

Oil & Gas Infrastructure

13 names are moving together; 62% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
SOBOSouth Bow CorporationEnergy+0.9%Group member
MUSAMurphy USA Inc.Consumer Cyclical+0.1%Group member
PBRPetroleo Brasileiro S.A. PetrobEnergy+0.1%Group member
BKVBKV CorporationEnergy-0.8%Group member
CQPCheniere Energy Partners, LPEnergy+1.2%Group member
ARLPAlliance Resource Partners, L.PEnergy+0.9%Group member
SHELShell PLCEnergy+0.5%Group member
PBAPembina Pipeline Corp.Energy+0.7%Group member
ETEnergy Transfer LPEnergy-0.6%Group member
KYNKayne Anderson MLP/Midstream InFinancial Services+0.3%Group member
STGSunlands Technology GroupConsumer Defensive-0.5%Group member
HESMHess Midstream LPEnergy+1.5%Most structurally connected
EQTEQT CorporationEnergy+0.2%Group member

Why we believe this

Cohort

13 names

Participation

62% this session

Observed history

1 daily builds

Filing coverage

7/13 members

credit / rates affecting interest expense

Interest and Other Interest expense, net of interest income, decreased $1.0 million in the first quarter of 2026 compared to the first quarter of 2025, of which $2.8 million is attributable to lower interest on our senior unsecured notes and $2.0 million is attributable to extinguishment loss, each related to the early redemption of $800.0 million 5.625% fixed-rate senior unsecured notes in the prior year, partially offset by $2.5 million attributable to higher interest on higher borrowings under our Credit Facilities and $1.3 million attributable to lower interest income.

HESM 10-Q

demand / volume

Income from equity investments in 2025 was $15.9 million, up from $14.0 million in 2024 primarily due to higher volumes processed at the LM4 plant.

HESM 10-K

capital investment / capacity affecting capex

The following table sets forth a summary of capital expenditures and reconciles capital expenditures on an accrual basis to additions to property, plant and equipment on a cash basis: Three Months Ended March 31, 2026 2025 (in millions) Total capital expenditures $ 10.4 $ 50.1 (Increase) decrease in accrued capital expenditures 11.6 5.9 (Increase) decrease in capital expenditures included in accounts payable - affiliate 6.8 (10.5 ) Additions to property, plant and equipment $ 28.8 $ 45.5 23 PART I – FINANCIAL INFORMATION (CONT’D) Table of Contents Capital expenditures in 2026 primarily relate to ongoing gathering system well connects to service Chevron and third-party customers, with the remainder attributable to completion of the compression and gathering pipeline buildout.

HESM 10-Q

Oil & Gas Infrastructure can stay leader-led if BKV and the next software names fail to join while HESM keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.