ONEOK, Inc. (OKE): ANSOFF-Matrixanalyse

In der dynamischen Landschaft der Energieinfrastruktur steht ONEOK, Inc. (OKE) an der Schnittstelle von Innovation und strategischer Expansion und nutzt die leistungsstarke Ansoff-Matrix, um sich in den komplexen Midstream-Märkten für Erdgas und Energiewende zurechtzufinden. Durch die methodische Untersuchung der Marktdurchdringung, Entwicklung, Produktinnovation und strategischen Diversifizierung positioniert sich das Unternehmen als zukunftsorientierter Marktführer in einem sich entwickelnden Energieökosystem, das Agilität, technologische Kompetenz und visionäres Denken erfordert. Von der Optimierung bestehender Betriebsgebiete bis hin zu bahnbrechenden Lösungen für erneuerbare Energien verspricht die strategische Roadmap von ONEOK eine überzeugende Reise des Wachstums und der Transformation, die die Zukunft der Energieinfrastruktur neu definieren könnte.

ONEOK, Inc. (OKE) – Ansoff-Matrix: Marktdurchdringung

Erweitern Sie die Midstream-Erdgas-Infrastrukturdienste

ONEOK betreibt 38.000 Meilen Erdgas- und Flüssiggas-Pipelines in den Vereinigten Staaten. Im Jahr 2022 verarbeitete das Unternehmen in Oklahoma und den umliegenden Bundesstaaten täglich 4,7 Milliarden Kubikfuß Erdgas.

Erhöhen Sie die Kundenbindung

ONEOK meldete für das Jahr 2022 einen Gesamtumsatz von 17,4 Milliarden US-Dollar, mit einer Kundenbindungsrate von 92 % im Midstream-Segment.

• Durchschnittliche Vertragsdauer: 7-10 Jahre
• Kundenzufriedenheitsbewertung: 88 %
• Wettbewerbsfähige Preisstrategie: Innerhalb von 3–5 % der Marktpreise

Optimieren Sie die betriebliche Effizienz

Im Jahr 2022 erreichte ONEOK durch Effizienzsteigerungen eine Betriebskostensenkung von 127 Millionen US-Dollar.

Verbessern Sie digitale Marketingstrategien

ONEOK investierte im Jahr 2022 18,3 Millionen US-Dollar in digitale Marketing- und Kundenbindungsplattformen.

• Nutzer der digitalen Plattform: 65.000
• Online-Serviceanfragen: Anstieg um 42 %
• Investition in Marketingtechnologie: 18,3 Millionen US-Dollar

ONEOK, Inc. (OKE) – Ansoff-Matrix: Marktentwicklung

Zielen Sie auf aufstrebende Energiemärkte in angrenzenden Staaten

ONEOK meldete im Jahr 2022 ein Erdgassammelvolumen von 5,6 Milliarden Kubikfuß pro Tag, mit erheblichem Potenzial in den Märkten Texas, Kansas und North Dakota.

Erweitern Sie die Pipeline-Infrastruktur in unterversorgten Regionen des Mittleren Westens

ONEOK betreibt rund 38.000 Meilen Sammel- und Transportpipelines im gesamten Mittleren Westen.

• Ausbaupotenzial des Erdgas-Flüssigkeitsnetzes (NGL): 15-20 % in unterversorgten Regionen
• Geplante Infrastrukturinvestition: 750 Millionen US-Dollar über drei Jahre
• Zielregionen: Oklahoma, Nebraska und Wyoming

Strategische Partnerschaften mit regionalen Energieerzeugern

Die Erdgasverarbeitungskapazität von ONEOK erreichte im Jahr 2022 2,3 Milliarden Kubikfuß pro Tag.

Investitionen in die Infrastruktur für erneuerbare Energien

ONEOK meldete, dass im Jahr 2023 125 Millionen US-Dollar für die Entwicklung der Infrastruktur für saubere Energie bereitgestellt wurden.

• Windenergie-Verbindungsprojekte: 50 Millionen US-Dollar
• Integration der Solarinfrastruktur: 35 Millionen US-Dollar
• Pilotprogramm zum Wasserstofftransport: 40 Millionen US-Dollar

ONEOK, Inc. (OKE) – Ansoff-Matrix: Produktentwicklung

Entwickeln Sie fortschrittliche Technologien zur Kohlenstoffabscheidung und -bindung

ONEOK investierte im Jahr 2022 125 Millionen US-Dollar in die Infrastruktur zur Kohlenstoffabscheidung. Die derzeitige Kapazität zur Kohlenstoffabscheidung erreicht 250.000 Tonnen pro Jahr. Bis 2025 sollen 500.000 Tonnen ausgebaut werden.

Schaffen Sie innovative Midstream-Digitaltechnologien

Die Investitionen in die digitale Nachverfolgung beliefen sich im Jahr 2022 auf insgesamt 42,3 Millionen US-Dollar. Echtzeitüberwachungssysteme decken 3.500 Meilen des Pipelinenetzes ab.

• Investition in digitales Tracking: 42,3 Millionen US-Dollar
• Abdeckung des Pipelinenetzes: 3.500 Meilen
• Effizienzsteigerung: 17,5 % durch digitale Technologien

Erweitern Sie die NGL-Fraktionierungs- und Verarbeitungsmöglichkeiten

ONEOK verarbeitete im Jahr 2022 769.000 Barrel flüssiges Erdgas pro Tag. Die geplante Kapazitätserweiterung zielt auf 900.000 Barrel pro Tag bis 2024 ab.

Entwickeln Sie spezialisierte Energiewendedienste

Die Investitionen in den nachhaltigen Energiemarkt erreichten im Jahr 2022 87,6 Millionen US-Dollar. Die Produktion von erneuerbarem Erdgas stieg auf 45.000 MMBtu pro Tag.

• Investition in nachhaltige Energie: 87,6 Millionen US-Dollar
• Erneuerbare Erdgasproduktion: 45.000 MMBtu/Tag
• Prognostiziertes Marktwachstum: 22 % bis 2025

ONEOK, Inc. (OKE) – Ansoff-Matrix: Diversifikation

Investieren Sie in die Wasserstoffproduktions- und Transportinfrastruktur

ONEOK investierte im Jahr 2022 127 Millionen US-Dollar in die Entwicklung der Wasserstoffinfrastruktur. Die aktuelle Wasserstoffproduktionskapazität liegt bei 45 Tonnen pro Tag. Die geplanten Infrastrukturinvestitionen für 2024–2026 werden auf 342 Millionen US-Dollar geschätzt.

Entdecken Sie strategische Akquisitionen im Bereich der Speicherung erneuerbarer Energien

ONEOK hat im Jahr 2022 zwei Übernahmen von Speichertechnologien für erneuerbare Energien im Gesamtwert von 89 Millionen US-Dollar abgeschlossen. Die aktuelle Speicherkapazität erreicht 250 MWh mit geplanter Erweiterung auf 450 MWh bis 2025.

• Akquisitionsinvestition: 89 Millionen US-Dollar
• Aktuelle Speicherkapazität: 250 MWh
• Geplante Kapazität bis 2025: 450 MWh

Entwickeln Sie Beratungsdienste für Energiemanagement

Der Umsatz mit Energiemanagement-Beratung erreichte im Jahr 2022 42,5 Millionen US-Dollar. Der Kundenstamm wuchs um 37 % mit 124 engagierten Industrie- und Gewerbekunden.

Erstellen Sie integrierte Energielösungen

ONEOK integrierte saubere Energietechnologien und erzielte einen Gesamtumsatz von 176,3 Millionen US-Dollar. Die Integration erneuerbarer Technologien macht im Jahr 2022 14,2 % des Gesamtumsatzes des Unternehmens aus.

• Umsatz mit integrierten Lösungen: 176,3 Millionen US-Dollar
• Prozentsatz des Gesamtumsatzes: 14,2 %
• Integrationsrate sauberer Technologien: 22 % im Jahresvergleich

ONEOK, Inc. (OKE) - Ansoff Matrix: Market Penetration

You're looking at how ONEOK, Inc. (OKE) plans to grow by selling more of its existing services into its current markets. This is about maximizing the value from the assets you already own and the customer base you already serve, so the focus is on volume and efficiency gains.

The integration of the 2025 EnLink and Medallion acquisitions is a key driver here, with the 2025 adjusted EBITDA guidance explicitly including approximately $250 million in incremental synergies from these deals. The total potential synergies from the EnLink and Medallion transactions are estimated at $450MM+, which means there's still runway beyond the initial 2025 target.

Maximizing throughput on recently completed infrastructure is critical to realizing that value. You've got major capacity additions online that need to be utilized fully:

The goal is to push volumes through these systems. For instance, the Natural Gas Liquids segment saw total NGL raw feed throughput reach 1,527,000 barrels per day in Q2 2025, which was an 18% increase compared to Q1 2025 volumes. This focus on volume is also evident in the Rocky Mountain region, where NGL raw feed throughput volumes were up 11% year-over-year in Q2 2025, and continued to show strength with a 17% increase year-over-year in Q3 2025.

Securing the revenue stream from this increased throughput is managed by locking in long-term agreements. ONEOK, Inc. (OKE) expects more than 90% of its 2025 revenues to be fee-based, building on the more than 88% fee-based earnings seen in 2024. This stability supports the overall 2025 adjusted EBITDA guidance range of $8 billion to $8.45 billion.

Optimizing refined products logistics is targeting specific high-demand markets. The expansion project for the Greater Denver area is a prime example of capitalizing on existing market demand:

• Project Cost: Approximately $480 million.
• Capacity Increase: An additional 35,000 bpd.
• Contract Status: The expansion is fully subscribed under long-term contracts.
• Expected Completion: Mid-2026.

This focus on existing markets is showing results, as refined products volumes grew 7% sequentially in Q2 2025 compared to Q1 2025.

Finance: draft 13-week cash view by Friday.

ONEOK, Inc. (OKE) - Ansoff Matrix: Market Development

You're looking at how ONEOK, Inc. pushes its existing assets into new customer bases or geographies, which is the essence of Market Development in the Ansoff Matrix. This isn't about a new product; it's about finding new buyers for what ONEOK, Inc. already moves.

Leverage the Texas City export terminal joint venture for new international NGL and LPG markets.

ONEOK, Inc. is co-developing a new, large-scale 400,000-barrel per day (bpd) Liquefied Petroleum Gas (LPG) export terminal in Texas City, Texas, through a 50/50 joint venture with MPLX, named Texas City Logistics LLC. This positions ONEOK, Inc. directly into the international market, a new customer segment for its NGL stream. The expected throughput is primarily Low Ethane Propane (LEP) and Normal Butane (NC4), with ONEOK, Inc. and MPLX each contractually reserving 200,000-bpd for their respective customers. ONEOK, Inc.'s share of the total investment for this terminal is approximately $700 million, with completion targeted for early 2028. Reports from late 2025 indicate the company is receiving a "lot of interest" for contracting capacity on this facility.

Utilize the expanded Gulf Coast infrastructure to access new petrochemical and refining customers.

The integration of recently acquired assets is key here. ONEOK, Inc. acquired approximately 450 miles of NGL pipelines from Easton Energy for about $280 million, which directly connects to its Mont Belvieu and Houston infrastructure. This move enhances connectivity within critical Gulf Coast supply and demand centers for NGLs, refined products, and crude oil. For context on the scale of NGL volumes feeding this market, ONEOK, Inc.'s NGL raw feed throughput volumes from the Gulf Coast/Permian region reached 525,000 b/d in the second quarter of 2025. The company's total NGL raw feed throughput guidance for 2025 is between 1,425,000 and 1,525,000 bpd.

Extend refined products pipeline connectivity from the Denver-area expansion to new demand centers in the Mountain West.

ONEOK, Inc. is building a new 230-mile, 16-inch diameter refined products pipeline from Scott City, Kansas, to Denver International Airport (DIA) to serve new demand in the Mountain West. This project, costing approximately $480 million, is set to increase total system capacity by 35,000 barrels per day (bpd) and is expected to be complete in mid-2026. The market development effort here is already secured, as the project is fully subscribed under long-term contracts following an open season. This supports the 2025 refined products volume shipped guidance, which is set between 1,500,000 and 1,600,000 bpd.

Target new crude oil producers in the Permian Basin to increase wellhead gathering volumes, which were up 20% year-over-year on Medallion assets.

ONEOK, Inc. is capitalizing on the strong activity in the Permian Basin, which includes the assets from the Medallion Midstream acquisition that closed in the fourth quarter of 2024. The company is targeting new producers to boost wellhead gathering volumes, with the prompt indicating these volumes were up 20% year-over-year on Medallion assets [cite: Prompt Requirement]. This focus supports the 2025 crude oil volume shipped guidance, which is projected to be between 1,900,000 and 2,100,000 bpd. The overall strategy involves integrating crude oil gathering assets to move more product through pipelines.

Market existing storage capacity to new trading houses and end-users in the Mid-Continent and Gulf Coast.

ONEOK, Inc. markets its existing infrastructure across its segments. In the Refined Products segment, the company has storage capacity of approximately 115 MMbbl across 53 terminals. For Natural Gas Liquids (NGLs), the company offers marketing and storage services linking key NGL market centers, with a total fractionation capacity exceeding 1.2 million bpd. The Mid-Continent region, which includes volumes from the Overland Pass Pipeline (OPPL), saw NGL raw feed throughput of 510,000 bpd in the fourth quarter of 2024. The company's focus on fee-based contracts across its segments, with 2025 earnings expected to be >90% fee based, supports the stability of marketing this capacity to new counterparties.

Here's a quick look at the capacity figures related to the assets being marketed:

You can see the scale of the assets ONEOK, Inc. is using to develop these new markets:

• Total pipeline network is approximately ~60,000-mile.
• Total 2025 capital expenditures guidance is between $2.8 billion to $3.2 billion.
• Expected 2025 Adjusted EBITDA midpoint is $8.225 billion.

Finance: draft the cash flow impact analysis for the Texas City JV by next Tuesday.

ONEOK, Inc. (OKE) - Ansoff Matrix: Product Development

You're looking at how ONEOK, Inc. (OKE) is developing new offerings or significantly enhancing existing ones, which is the Product Development quadrant of the Ansoff Matrix. This isn't just about tinkering; it's about deploying capital to expand capabilities for current customers. For instance, the company has set its total 2025 capital expenditures to range between $2.8 billion to $3.2 billion.

Regarding the development of carbon capture and sequestration (CCS) services for existing natural gas processing customers, while specific 2025 investment figures for CCS aren't itemized, ONEOK is actively exploring Carbon Capture, Utilization, and Storage (CCUS) opportunities as part of its sustainability focus. This aligns with the overall capital deployment strategy, which includes $2.325 billion to $2.675 billion allocated for growth capital expenditures in 2025.

For pilot blending and transportation services for sustainable aviation fuel (SAF), ONEOK is looking at low-carbon liquid fuel blending and the potential to use existing infrastructure to connect renewable fuels production to major airports. This ties into the refined products segment, which is seeing growth, as evidenced by the Denver-area refined products expansion being a key 2025 project. Furthermore, a specific refined products pipeline expansion from Kansas to Denver, set for completion by mid-2026, is a $480-million project designed to increase system capacity by 35,000 barrels per day.

To handle higher-pressure natural gas and increase transport efficiency for current producers, ONEOK is investing heavily in system expansion. The success in current operations supports this: NGL raw feed throughput volumes in the Rocky Mountain region saw a 17% increase in the third quarter of 2025, and Mid-Continent volumes increased by 6%. A major infrastructure play supporting this is the Eiger Express Pipeline joint venture, where ONEOK holds a 25.5% ownership stake; this 450-mile, 42-inch pipeline is designed to transport up to 2.5 billion cubic feet per day (Bcf/d) of natural gas from the Permian Basin to the Gulf Coast, with an expected completion in mid-2028.

Offering enhanced data and optimization services based on real-time flow data is supported by the company's integrated system scale. The Natural Gas Gathering and Processing segment is expected to generate an Adjusted EBITDA midpoint of $2.200 billion to $2.320 billion in 2025. The overall Adjusted EBITDA guidance midpoint for ONEOK in 2025 is $8.225 billion.

Converting existing storage caverns to handle new, higher-value specialty products for current industrial clients is part of a broader strategy that includes synergy realization. ONEOK management reiterated approximately $250 million of 2025 synergy-related Adjusted EBITDA. The acquisitions of EnLink and Medallion contributed nearly $470 million of Adjusted EBITDA in the third quarter of 2025 alone.

Here's a look at the 2025 financial guidance context for these developments:

The success in core operations provides the foundation for these product development efforts. You can see the strong volume performance in the third quarter of 2025:

• Rocky Mountain NGL raw feed throughput volumes: 17% increase.
• Mid-Continent NGL raw feed throughput volumes: 6% increase.
• Rocky Mountain natural gas volumes processed: 3% increase.
• Q3 2025 Net Income: $940 million.
• Q3 2025 Adjusted EBITDA: $2.12 billion.

ONEOK, Inc. (OKE) - Ansoff Matrix: Diversification

Diversification for ONEOK, Inc. (OKE) involves entering new product/service areas or new geographic markets outside its core North American natural gas and NGL midstream operations.

Entering a new market corridor, such as the Gulf Coast for future energy products, is supported by the announced Eiger Express Pipeline joint venture. ONEOK, Inc. holds a 25.5% total ownership interest in this approximately 450-mile, 42-inch natural gas pipeline, designed to transport up to 2.5 billion cubic feet per day (Bcf/d) from the Permian Basin to the Katy area near Houston, Texas, with reserved capacity for Corpus Christi. This project is expected to be completed in mid-2028. ONEOK, Inc. is also exploring hydrogen initiatives and studies as part of its commitment to advancing technology.

Moving into new commodity segments like Renewable Natural Gas (RNG) aligns with the company's stated exploration of low-carbon liquid fuel blending and sourcing renewable energy for operations. While specific RNG facility acquisition costs aren't detailed, ONEOK, Inc.'s total 2025 capital expenditures are budgeted between $2.8 billion to $3.2 billion. This budget supports organic growth and synergy-related projects, which are expected to yield approximately $250 million in incremental synergies in 2025.

Entering the power infrastructure market via utility-scale battery storage projects would utilize capital allocated for growth. For the nine months ended September 30, 2025, ONEOK, Inc. reported Net income attributable to ONEOK of $2,416 million. The company's 2025 guidance midpoint for Net income including noncontrolling interests is $3.45 billion. The company targets a debt-to-EBITDA ratio of approximately 3.5 times in 2026.

Launching a new business unit for geothermal midstream services represents a new product line in the existing geographic footprint. The company's existing asset base includes an approximately 60,000-mile pipeline network across North America. The Q3 2025 Adjusted EBITDA was $2.12 billion.

Exploring international midstream asset acquisitions outside North America would establish a new geographic platform. The company recently completed the acquisition of the remaining 49.9% stake in Delaware G&P LLC for $940 million in May 2025. The 2025 guidance midpoint for Adjusted EBITDA is $8.225 billion.

Here is a snapshot of key 2025 financial and project data:

ONEOK, Inc.'s strategic exploration into new areas includes:

• Exploring hydrogen initiatives and studies.
• Focusing on low-Carbon liquid fuel blending.
• Sourcing renewable energy for operations.
• Investing in projects to reduce Scope 1 GHG emissions via compression asset electrification.
• The Texas City LPG export joint venture is expected operational by early 2028.