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Posts about Oneok

19 Nov

Move Over Tyson-Paul, the Real Warrior is Here

Posted by: Ajay Bakshani
Comments: 0
Energy Transfer (ET) could reach a final investment decision (FID) on the Warrior Pipeline within weeks, management said on the company’s 3Q24 ...
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8 Nov

The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson
Comments: 0
Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an incentive for storage operators to buy ...
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26 Sep

Green Shoots for a Gas Basin Turnaround?

Posted by: James Taylor
Comments: 0
While natural gas prices seem stuck near $2/MMBtu, some operators are preparing for better days ahead. Rig counts have been quietly rising of late in ...
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25 Sep

The Case for Bakken Ethane

Posted by: Rob Wilson
Comments: 0
Though unloved now, East Daley Analytics believes the Bakken will take on a larger role as a supplier of ethane than commodity markets currently give ...
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20 Sep

New Projects to Open Bakken NGL Markets

Posted by: Maria Paz Urdaneta
Comments: 0
The Permian and Williston basins are both constrained by inadequate gas pipeline egress. Yet when it comes to managing the associated ethane, that’s ...
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17 Sep

Why ONEOK is Rebuilding the Medford Frac

Posted by: Rob Wilson
Comments: 0
ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. Medford is far away from the bustling Mont ...
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10 Sep

ONEOK the Consolidator (Medallion Edition)

Comments: 0
ONEOK (OKE) has become a big dealmaker in the midstream space, recently closing on $5.9B in acquisitions. Along with GIP’s stake in EnLink Midstream ...
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4 Sep

$3.3B EnLink Deal Moves the Needle for ONEOK

Comments: 0
ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase will move the needle in several ways for the company: ENLC assets will ...
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27 Aug

One Simple Trick to Solve ONEOK Contracting Risk

Comments: 0
ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in the Permian Basin. The company can mitigate ...
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13 Aug

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Comments: 0
NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...
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