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MarkWest Energy Partners, L.P. Message Board

  • ake05bono ake05bono Oct 4, 2013 10:16 AM Flag

    A Little EPD/MWE/KMP/Sasol Synergy, Perhaps???

    It's always fun to speculate on what's coming as MWE ramps up into the big leagues! I mean like,hey, MWE has quietly picked up a 36 mile long railroad north of Pittsburgh...fun! And now we have KMP/MWE racing against Williams/Boardwalk for a Y pipeline from the Marcellus/Utica to the Gulf Coast. KMP/MWE include the possibility of a fractionation area at the end of its' pipeline on the Gulf Coast either in TX or LOuisiana. Williams/ Boardwalk counter with a proposed export terminal in Loisiana. EPD , by far the biggest USA exporter of propane at $4Billion worth per year, counters that one by announcing a second export terminal to be built in either TX or Louisiana. Meanwhile Sasol announces both a GTL plant and an ethane to plastics operation to be built in Louisiana,too. Now, recognize that EPD is the USA's biggest fractionator of natural gas liquids,too. It certainly doesn't want completion from a KMP/MWE fractionation operation and it doesn't want a Williams/ Boardwalk export operation to compete with its' Mont Belvieu export terminal...So how about this one: KMP an MWE link up in a super JV with EPD to build a big natural gas fractionation operation in Louisiana. This KMP/EPD/MWE fractionation unit pipes ethane to Sasol and propane/ butane to the new EPD export terminal. The KMP/MWE Y pipeline supplies the fractionation unit with natural gas liquids from the KMP/MWE cryo units up North supplemented by MWE produced NGL products from other cryo units. Looks great to me...and Iam sure that Gov. Bobby Jindel of Louisiana would love it,too!!

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    • Consolidation and deals will continue as energy company's align themselves with control over the energy from well head, to end consumer use. I read this four years ago from Dr. Kent Moors describing how all would shake out. He was quite correct, as many MLP's were bought, and other new ones formed, small players taken in, mid level players combining resources. In general the deals were made to take control over the entire upstream to downstream operations when many company's once were content just to operate in one sector or another, and not the owning the whole banana. Transportation control has become another segment now being brought into the fold of total resource control. Look for shipping partnerships to form with major energy players.

      Sentiment: Buy

 
MWE
79.73+0.95(+1.21%)Aug 29 4:02 PMEDT

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