“Specific to ONEOK we estimate 30% to 40% of DAPL crude oil volume is from the producers whose gas volumes are dedicated to our gathering and processing business in the Williston Basin. About half of those volumes have alternate methods of crude transportation currently available...
... In our view, any impact from a DAPL shutdown would mostly impact 2021 providing some time for more solutions to develop. Even in an extended shutdown scenario, we estimate our 2021 Wilson basin natural gas processing volumes could approach our first-quarter 2020 average of more than 1.1 billion cubic feet per day due to curtailed volumes returning, the capture of flared gas and the completion of drilled but uncompleted wells.”
ダコタ・アクセス・パイプライン閉鎖の影響についても言及しています。
ONEOK (OKE) Q2 2020 Earnings Call Transcript
https://www.fool.com/earnings/call-transcripts/2020/07/30/oneok-oke-q2-2020-earnings-call-transcript.aspx
“Specific to ONEOK we estimate 30% to 40% of DAPL crude oil volume is from the producers whose gas volumes are dedicated to our gathering and processing business in the Williston Basin. About half of those volumes have alternate methods of crude transportation currently available...
... In our view, any impact from a DAPL shutdown would mostly impact 2021 providing some time for more solutions to develop. Even in an extended shutdown scenario, we estimate our 2021 Wilson basin natural gas processing volumes could approach our first-quarter 2020 average of more than 1.1 billion cubic feet per day due to curtailed volumes returning, the capture of flared gas and the completion of drilled but uncompleted wells.”
それほど心配しなくてもいいのでしょうかね。。