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Posts about Permian (3)

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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11 Sep

Coincidence? Permian Production is Primed to Pop as WTI Falls

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Permian Basin oil production is primed to grow along with natural gas in 4Q24 when WhiteWater Midstream’s Matterhorn Express Pipeline comes online, ...
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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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6 Sep

Matterhorn is Great for Commodities – Except One

Comments: 0
NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...
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4 Sep

$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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29 Aug

Pipes, Plant Expansions Support Next Permian Growth Phase

Comments: 0
East Daley Analytics sees Permian Basin gas production growing around 1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines coming ...
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28 Aug

Enterprise Buys Pinon Assets, Makes Play for Delaware Sour Gas

Comments: 0
Enterprise Products (EPD) has agreed to purchase sour gas gathering and treating infrastructure from Pinon Midstream for $950MM in cash. The deal ...
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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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23 Aug

Get Ready for the Permian Redirect

Comments: 0
Operators in the Permian will soon have options for their natural gas. The start-up of Matterhorn Express Pipeline will have big impacts on gas flows ...
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20 Aug

Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline

Comments: 0
While the Permian NGL sector is in expansion mode, Phillips 66 (PSX) is one of the few companies not building new pipeline capacity. The emerging ...
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