East Daley Analytics – Dissecting the Energy Value Chain

Posts about Oneok (2)

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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After Marathon Deal, Conoco has Bakken in Crosshairs

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ConocoPhillips (COP) will acquire Marathon Oil (MRO) for $17.1B, creating a ‘super-independent’ with operations across leading US basins. COP said it ...
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Gas Constraints Could Limit Bakken Oil Growth

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Gas pipelines out of North Dakota's Williston Basin are filling up, to the point where growth in crude oil production could become constrained.
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The Second Coming of GC Fractionator

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A frac is risen in southeastern Texas. The imminent restart of Gulf Coast Fractionator (GCF) says a lot about the state of NGL markets and a fairly ...
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Chord, Enerplus Plan a Bakken Super-Merger

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Chord Energy (CHRD) and Enerplus (ERF) plan to merge in an $11B transaction, creating an E&P focused on Bakken oil development. Several midstream ...
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Grasslands Pipe Gives Bakken Shippers New Outlet

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A new joint pipeline project is helping move more natural gas south out of the Williston Basin to markets in the Rockies.
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