My Most Contrarian Call Yet: Energy Is About To Rewrite Wall Street's Playbook

Energy sector fundamentals are strengthening as both demand and supply are increasingly supported by governments and major organizations, reversing years of pessimism. Oil and natural gas demand is projected to grow through 2050, with the IEA and Goldman Sachs revising their outlooks upward, especially as renewables adoption slows. Midstream companies like WMB, KMI, TRP, ET, DT, and MPLX are poised to benefit from infrastructure expansion, alleviating supply bottlenecks and supporting future growth.

Seeking Alpha • Nov 17, 2025

DT Midstream, Inc. (DTM) Q3 2025 Earnings Call Transcript

DT Midstream, Inc. ( DTM ) Q3 2025 Earnings Call October 30, 2025 9:00 AM EDT Company Participants Todd Lohrmann - Director of Investor Relations David Slater - President, CEO & Director Jeffrey Jewell - Executive VP & CFO Conference Call Participants Jeremy Tonet - JPMorgan Chase & Co, Research Division Spiro Dounis - Citigroup Inc., Research Division Michael Blum - Wells Fargo Securities, LLC, Research Division Theresa Chen - Barclays Bank PLC, Research Division Manav Gupta - UBS Investment Bank, Research Division Keith Stanley - Wolfe Research, LLC Jean Ann Salisbury - BofA Securities, Research Division John Mackay - Goldman Sachs Group, Inc., Research Division Gabriel Moreen - Mizuho Securities USA LLC, Research Division Zackery Van Everen - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Robert Mosca - Jefferies LLC, Research Division Presentation Operator Welcome to the DT Midstream Third Quarter 2025 Earnings Call. As a reminder, today's call is being recorded.

Seeking Alpha • Oct 30, 2025

DT Midstream Reports Strong Third Quarter 2025 Results; Raises Adjusted EBITDA Guidance

DETROIT, Oct. 30, 2025 (GLOBE NEWSWIRE) -- DT Midstream, Inc. (NYSE: DTM) today announced third quarter 2025 reported net income of $115 million, or $1.13 per diluted share. For the third quarter of 2025, Operating Earnings were also $115 million, or $1.13 per diluted share. Adjusted EBITDA for the quarter was $288 million.

GlobeNewsWire • Oct 30, 2025

DT Midstream (DTM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

DT Midstream (DTM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 23, 2025

DT Midstream to Announce Third Quarter 2025 Financial Results, Schedules Earnings Call

DETROIT, Oct. 16, 2025 (GLOBE NEWSWIRE) -- DT Midstream, Inc. (NYSE: DTM) plans to announce third quarter 2025 financial results before the market opens on Thursday, October 30, 2025.

GlobeNewsWire • Oct 16, 2025

DT Midstream Announces Successful Guardian Pipeline Expansion Open Season

DETROIT, Oct. 02, 2025 (GLOBE NEWSWIRE) -- DT Midstream, Inc. (NYSE: DTM) announced today that it has closed a successful binding open season to award expansion capacity on Guardian Pipeline (Guardian).

GlobeNewsWire • Oct 2, 2025

DT Midstream, Inc. (DTM) Q2 2025 Earnings Call Transcript

DT Midstream, Inc. (NYSE:DTM ) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants David J. Slater - President, CEO & Director Jeffrey A.

Seeking Alpha • Aug 2, 2025

DT Midstream Reports Strong Second Quarter 2025 Results

DETROIT, July 31, 2025 (GLOBE NEWSWIRE) -- DT Midstream, Inc. (NYSE: DTM) today announced second quarter 2025 reported net income of $107 million, or $1.04 per diluted share. For the second quarter of 2025, Operating Earnings were also $107 million, or $1.04 per diluted share. Adjusted EBITDA for the quarter was $277 million.

GlobeNewsWire • Jul 31, 2025

DT Midstream (DTM) Q2 Earnings and Revenues Surpass Estimates

DT Midstream (DTM) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.98 per share a year ago.

Zacks Investment Research • Jul 31, 2025

DT Midstream (DTM) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

DT Midstream (DTM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jul 24, 2025