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Enterprise to acquire Piñon Midstream for $950 million

Published 21/08/2024, 12:08
EPD
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HOUSTON - Enterprise Products Partners L.P. (NYSE:EPD), a North American provider of midstream energy services, has agreed to purchase Piñon Midstream, LLC, for $950 million in cash. The acquisition, announced today, is expected to enhance Enterprise's presence in the Delaware Basin by adding key natural gas gathering and treating services.

Piñon Midstream, backed by Black Bay Energy Capital, operates in the Delaware Basin's eastern flank, spanning New Mexico and Texas. The deal includes approximately 50 miles of natural gas pipelines, compressor stations, and treating facilities capable of handling 270 million cubic feet per day, with plans to expand to 450 MMcf/d by the second half of 2025.

The transaction also includes two acid gas injection wells, with a third well under consideration by Enterprise, which could support up to 750 MMcf/d of total treating capacity. These wells play a crucial role in the permanent sequestration of carbon dioxide, a process approved by the Environmental Protection Agency in June 2024, making Piñon Midstream eligible for the 45Q tax credit.

Enterprise's co-chief executive officer, A.J. "Jim" Teague, expressed enthusiasm for the acquisition, highlighting the strategic fit with Enterprise's existing operations and the potential to accelerate the company's entry into the region by several years. He also projected an increase in distributable cash flow of $0.03 per unit in 2025, which marks the first full year of ownership.

Piñon Midstream's CEO, Steven Green, praised his team's efforts in establishing a leading sour gas treatment and carbon sequestration asset, and acknowledged the support from Black Bay Energy Capital.

The acquisition is expected to close in the fourth quarter of 2024, subject to regulatory approvals. Enterprise plans to fund the transaction using cash on hand and borrowings under its commercial paper and bank credit facilities.

This strategic move is anticipated to provide Enterprise with a robust entry point into the Delaware Basin, offering producers an alternative for natural gas processing services. The information presented in this article is based on a press release statement.

In other recent news, Enterprise Products Partners L.P. has made significant strides in its financial and operational performance. The company reported a net income of $1.4 billion in Q2 2024, alongside a distribution of $0.525 per common unit. The firm also achieved record volumes in operations such as crude oil equivalent, marine terminal, natural gas processing, and NGL pipeline and fractionation.

In addition to its robust earnings, Enterprise Products has issued $2.5 billion in senior notes, with $1.1 billion in 4.95% senior notes due 2035 and $1.4 billion in 5.55% senior notes maturing in 2055. This move is part of the company's strategic initiatives to optimize its capital structure and secure long-term financing.

Enterprise Products is also making significant investments in growth projects, with $6.7 billion earmarked for processing plants, an NGL pipeline, and export expansions. The company has secured 100,000 barrels per day of new contracted commitments from the diluent open season on the TE product system, further emphasizing its focus on organic growth and increasing export capacity.

Looking ahead, Enterprise Products plans to continue targeting buybacks in the $200 million range until 2026, and is focused on growing cash flow per unit through organic growth opportunities. These recent developments highlight the company's commitment to maintaining a robust balance sheet and catering to the rising global demand for NGLs and other petrochemical products.

InvestingPro Insights

As Enterprise Products Partners L.P. (NYSE:EPD) gears up for expansion in the Delaware Basin with the acquisition of Piñon Midstream, LLC, investors are eyeing the company's financial metrics and market performance. According to real-time data from InvestingPro, Enterprise boasts a solid market capitalization of $63.22 billion, reflecting its substantial presence in the midstream energy sector. The company's dedication to shareholder returns is evident, as it has impressively maintained dividend payments for 27 consecutive years, with a current dividend yield standing at a notable 7.21%.

InvestingPro Tips for Enterprise Products Partners highlight the company's low price volatility, which may appeal to investors seeking stability in their portfolios. Additionally, Enterprise is trading near its 52-week high, underscoring the market's positive reception to its operational strategies and growth prospects. These insights indicate that Enterprise is not only a prominent player in the Oil, Gas & Consumable Fuels industry but also a potentially attractive option for income-focused investors.

For those considering an investment in Enterprise or seeking to deepen their analysis, InvestingPro offers additional tips, including an analysis of the company's P/E ratio, which currently stands at 11.11, and insights into its revenue growth, which has increased by 5.08% over the last twelve months as of Q2 2024. To explore further, investors can find more InvestingPro Tips by visiting https://www.investing.com/pro/EPD.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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