East Daley Analytics – Dissecting the Energy Value Chain

Posts about Oneok (2)

The Case for Bakken Ethane

Posted by: Rob Wilson
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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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New Projects to Open Bakken NGL Markets

Posted by: Maria Paz Urdaneta
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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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Why ONEOK is Rebuilding the Medford Frac

Posted by: Rob Wilson
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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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ONEOK the Consolidator (Medallion Edition)

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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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$3.3B EnLink Deal Moves the Needle for ONEOK

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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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One Simple Trick to Solve ONEOK Contracting Risk

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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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Permian NGL Dynamic Ready to Flip, Leaving Some Behind

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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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Bakken NGL Battle Creates Downside for ONEOK

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The battle for Bakken NGLs could prove a costly one for ONEOK (OKE). Kinder Morgan (KMI) is taking on the basin leader with its decision to convert ...
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Another NGL Knife Fight (Bakken Edition)

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Kinder Morgan’s (KMI) conversion of Double H Pipeline from crude to an NGLs pipe is poised to disrupt the Bakken NGL market. The move poses a direct ...
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Double H Conversion to Double Bakken Volatility

Posted by: Kristy Oleszek
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Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project is a shot across the bow of ONEOK ...
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