Delek Logistics Partners, LP owns and operates crude oil, refined products, natural gas gathering and processing, storage, terminalling, and water-handling assets concentrated in the Permian Basin and Gulf Coast. The partnership also holds interests in pipeline joint ventures and provides transportation and logistics services that are closely tied to Delek Holdings' refining and marketing operations, while increasingly adding third-party cash flows.
30,3 %
21,2 %
17,4 %
+7,7 %
1.12
1.07
| % | |
|---|---|
| Gathering and Processing | 35% Crude oil and natural gas gathering, processing, treating, and related midstream infrastructure in the Permian Basin. |
| Wholesale Marketing and Terminalling | 25% Wholesale product marketing, terminal storage, rack services, and refined products handling for Delek-related and third-party volumes. |
| Storage and Transportation | 20% Pipeline transportation, storage, and logistics assets that move crude oil and refined products between key hubs and refineries. |
| Water Services | 10% Produced-water disposal, recycling, and associated infrastructure supporting Midland and Delaware Basin operations. |
| Pipeline Joint Ventures | 10% Equity-method interests in crude oil pipeline systems and related ancillary assets serving strategic basin connections. |
The partnership serves Delek Holdings as a primary customer across several assets, including refinery support...
Buys pipeline, terminalling, marketing, and logistics services to support Tyler, El Dorado, and Big Spring refining operations.
Use gathering and transportation assets in the Permian Basin to move crude to market and key exchange points.
Use storage, terminalling, and wholesale marketing services for intermediate and refined product handling.
Buy gathering, processing, treating, and acid gas injection services to support Delaware Basin production.
Use produced-water infrastructure in the Midland Basin for disposal and recycling tied to oilfield activity.
Operations are concentrated in the Permian Basin, including the Delaware and Midland sub-basins, and in select Gulf...
Management is focused on growing cash flow, expanding the asset base through organic projects and bolt-on acquisitions,...
New gas processing, sour gas, and water infrastructure can increase throughput and deepen customer relationships.
Acquisitions can add free cash flow, EBITDA, and scale without requiring large greenfield projects.
Diversification away from Delek Holdings lowers sponsor concentration risk and supports deconsolidation goals.
ESG-conscious infrastructure can support permitting, customer acceptance, and long-term asset relevance.
The largest company-specific risk is customer concentration, especially dependence on Delek Holdings and its assignees...
A large share of assets and contracts support sponsor refineries and related logistics, so sponsor decisions directly affect volumes and renewals.
Nonpayment or default by key customers could reduce cash flow and impair the ability to service debt and pay distributions.
Volumes and margins depend on crude oil, refined product, and natural gas supply/demand in served markets.
Pipeline, terminal, refinery, or IT interruptions can reduce throughput and increase repair or downtime costs.
Long-lived assets and goodwill depend on throughput, tariff, and cost assumptions that may not be realized.
DK · Petroleum Refining
PR · Crude Petroleum & Natural Gas
Permian Resources Corp is an independent oil and natural gas company focused on acquiring, optimizing, and developing producing properties in the Permian Basin of West Texas and New Mexico.
NGL · Natural Gas Transmission
NGL Energy Partners LP is a Delaware master limited partnership that operates midstream energy assets in the United States and Canada.
PAGP · Pipe Lines (No Natural Gas)
Plains GP Holdings LP is a Delaware limited partnership that holds interests in Plains All American Pipeline through its ownership of AAP units and its managing member interest in GP LLC.
REPX · Crude Petroleum & Natural Gas
KNTK · Natural Gas Transmission
: 28/04/2026