MLPs & Midstream
AROC Archrock, Inc.
APC ARKO Petroleum Corp.
LNG Cheniere Energy, Inc.*
DKL Delek Logistics Partners, LP
DTM DT Midstream, Inc.*
ET Energy Transfer LP
EPD Enterprise Products Partners L.P.
PAA Plains All American Pipeline, L.P.
PAGP Plains GP Holdings, L.P.
SWX Southwest Gas Holdings, Inc.
KMI Kinder Morgan, Inc.
KNTK Kinetik Holdings Inc.
KGS Kodiak Gas Services, Inc.
OKE ONEOK, Inc.
SUN Sunoco LP
TRGP Targa Resources Corp.
USAC USA Compression Partners, LP
WES Western Midstream Partners, LP
WMB Williams Companies
VG Venture Global, Inc.
Natural Gas Utilities
ATO Atmos Energy Corporation
NJR New Jersey Resources Corporation
NI NiSource Inc.
OGS ONE Gas, Inc.
SR Spire Inc.
SPH Suburban Propane Partners, LP
UGI UGI Corporation
Differentiated Product
Gabe Moreen has over twenty years experience covering Midstream, MLP, and Natural Gas Utility companies. Gabe brings close, longstanding relationships with managements and first-hand experience with the evolution of energy infrastructure investment in the 2000’s. Research is differentiated for depth of company updates based on comprehensive financial models, timely industry conference takeaways, and regular thematic pieces covering capital programs, oil and gas macro, return outlooks, and impacts of ESG. Regular collaboration with Oil and Gas (Nitin Kumar), Clean Energy (Maheep Mandloi) and Utilities (Anthony Crowdell) coverage teams. His team includes Dylan Lipner (Senior Associate) and Ryan Ives (Associate).
Key Reports
- Midstream & MLP 2026 Outlook: Gas Versus Oil, Growth Versus Capital Return
- Mizuho 2026 Natural Gas Utilities Outlook: Knockin’ on Gas Haven’s Door
- Iran Conflict and Impacts on Midstream: LNG and LPG Flows in Focus
- NJR: Growth in the Garden State: NJR Set to Blossom; Upgrade to Outperform, PT to $54
- VG: Bad Precedent: Arbitration Outcome Disappoints; Downgrade to Neutral, PT to $12
- ARKO: Building Scale, One Fill‑Up at a Time: Initiate at Neutral, $20 PT
- SWX: Great Basin, Great Expectations; Initiate Outperform, PT $91
Notable Events
Companies in Gabe’s coverage participate in the annual Mizuho Power, Energy, & Infrastructure (PEI) Conference and the annual Mizuho Mid-Cap Utilities Conference. He regularly conducts NDR and marketing events, including access to the Japanese investment community. Gabe is regularly requested as a speaker/moderator at industry events, such as the EIC Financial Forum, the Society of Gas Lighting, and S&P Global. His team hosts investors to annual industry meetings, including the AGA Financial Forum and EIC Financial Forum.
Analyst Bio
Gabe joined Mizuho in August 2018 as a senior analyst based in New York, covering the MLP sector. Prior to Mizuho, Gabe worked at Deutsche Bank, Bank of America Merrill Lynch (BAML) and JP Morgan Securities. At BAML, Gabe was responsible for covering over ninety midstream energy and utility securities and published the widely-followed weekly MLP Maven, a report on trends in the energy MLP sector. Gabe has been named to the Institutional Investor’s All-America Research Team nine times. He is a graduate of Princeton University with an A.B. in Politics.