Oneok, Inc. (OKE): ANSOFF Matrix Analysis [Jan-2025 Mise à jour]

Dans le paysage dynamique de l'infrastructure énergétique, Oneok, Inc. (OKE) se tient au carrefour de l'innovation et de l'expansion stratégique, tirant parti de la puissante matrice Ansoff pour naviguer sur les marchés complexes du gaz naturel et de la transition énergétique. En explorant méthodiquement la pénétration du marché, le développement, l'innovation des produits et la diversification stratégique, l'entreprise se positionne comme un leader avant-gardiste dans un écosystème énergétique en évolution qui exige l'agilité, les prouesses technologiques et la pensée visionnaire. De l'optimisation des territoires opérationnels existants aux solutions pionnières des énergies renouvelables, la feuille de route stratégique de Oneok promet un parcours de croissance et de transformation convaincant qui pourraient redéfinir l'avenir de l'infrastructure énergétique.

Oneok, Inc. (OKE) - Matrice Ansoff: pénétration du marché

Développez les services d'infrastructure de gaz naturel au milieu

OneOK exploite 38 000 miles de pipelines de liquides de gaz naturel et de gaz naturel à travers les États-Unis. En 2022, la société a traité 4,7 milliards de pieds cubes de gaz naturel par jour dans l'Oklahoma et les États environnants.

Augmenter la fidélisation de la clientèle

OneOK a déclaré 17,4 milliards de dollars de revenus totaux pour 2022, avec un taux de rétention de la clientèle de 92% dans son segment intermédiaire.

• Durée du contrat moyen: 7-10 ans
• Évaluation de satisfaction du client: 88%
• Stratégie de tarification concurrentielle: à moins de 3 à 5% des taux du marché

Optimiser l'efficacité opérationnelle

En 2022, Oneok a réalisé une réduction des coûts opérationnels de 127 millions de dollars grâce à des améliorations d'efficacité.

Améliorer les stratégies de marketing numérique

OneOK a investi 18,3 millions de dollars dans les plateformes de marketing numérique et d'engagement client en 2022.

• Utilisateurs de plate-forme numérique: 65 000
• Demandes de service en ligne: augmentation de 42%
• Investissement en technologie marketing: 18,3 millions de dollars

Oneok, Inc. (OKE) - Matrice Ansoff: développement du marché

Cible des marchés énergétiques émergents dans les états adjacents

Oneok a signalé des volumes de rassemblement de gaz naturel de 5,6 milliards de pieds cubes par jour en 2022, avec un potentiel important dans les marchés du Texas, du Kansas et du Dakota du Nord.

Développer l'infrastructure des pipelines dans les régions du Midwest mal desservies

Oneok exploite environ 38 000 miles de pipelines de rassemblement et de transport à travers le Midwest.

• Potentiel d'extension du réseau de liquides de gaz naturel (NGL): 15 à 20% dans les régions mal desservies
• Investissement d'infrastructure projeté: 750 millions de dollars sur trois ans
• Régions cibles: Oklahoma, Nebraska et Wyoming

Partenariats stratégiques avec les producteurs d'énergie régionale

La capacité de traitement du gaz naturel 2022 de Oneok a atteint 2,3 milliards de pieds cubes par jour.

Investissement d'infrastructure d'énergie renouvelable

OneOK a déclaré 125 millions de dollars alloués au développement des infrastructures d'énergie propre en 2023.

• Projets d'interconnexion d'énergie éolienne: 50 millions de dollars
• Intégration d'infrastructure solaire: 35 millions de dollars
• Programme pilote de transport d'hydrogène: 40 millions de dollars

Oneok, Inc. (OKE) - Matrice Ansoff: Développement de produits

Développer des technologies avancées de capture et de séquestration du carbone

OneOK a investi 125 millions de dollars dans les infrastructures de capture de carbone en 2022. La capacité actuelle de capture du carbone atteint 250 000 tonnes métriques par an. L'expansion prévue cible 500 000 tonnes d'ici 2025.

Créer des technologies numériques innovantes en milieu médian

Les investissements de suivi numérique ont totalisé 42,3 millions de dollars en 2022. Les systèmes de surveillance en temps réel couvrent 3 500 miles de réseau de pipelines.

• Investissement de suivi numérique: 42,3 millions de dollars
• Couverture du réseau de pipelines: 3 500 miles
• Amélioration de l'efficacité: 17,5% grâce aux technologies numériques

Élargir les capacités de fractionnement et de traitement de la LGN

OneOK a traité 769 000 barils par jour de liquides de gaz naturel en 2022. Une expansion de capacité prévue cible 900 000 barils par jour d'ici 2024.

Développer des services de transition énergétique spécialisés

Les investissements sur le marché de l'énergie durable ont atteint 87,6 millions de dollars en 2022. La production de gaz naturel renouvelable est passée à 45 000 MMBTU par jour.

• Investissement énergétique durable: 87,6 millions de dollars
• Production de gaz naturel renouvelable: 45 000 MMBTU / jour
• Croissance du marché projetée: 22% d'ici 2025

Oneok, Inc. (OKE) - Matrice Ansoff: Diversification

Investissez dans la production d'hydrogène et les infrastructures de transport

OneOK a investi 127 millions de dollars dans le développement des infrastructures d'hydrogène en 2022. La capacité actuelle de production d'hydrogène s'élève à 45 tonnes métriques par jour. L'investissement d'infrastructure prévu pour 2024-2026 est estimé à 342 millions de dollars.

Explorer les acquisitions stratégiques dans le stockage des énergies renouvelables

OneOK a terminé deux acquisitions de technologies de stockage d'énergies renouvelables en 2022, totalisant 89 millions de dollars. La capacité de stockage actuelle atteint 250 MWh avec une expansion prévue à 450 MWh d'ici 2025.

• Investissement d'acquisition: 89 millions de dollars
• Capacité de stockage actuelle: 250 MWh
• Capacité planifiée d'ici 2025: 450 MWh

Développer des services de conseil en gestion d'énergie

Les revenus de conseil en gestion de l'énergie ont atteint 42,5 millions de dollars en 2022. La clientèle a augmenté de 37% avec 124 clients industriels et commerciaux engagés.

Créer des solutions d'énergie intégrées

OneOk Intégration des technologies d'énergie propre générant 176,3 millions de dollars en revenus combinés. L'intégration des technologies renouvelables représente 14,2% du total des revenus de l'entreprise en 2022.

• Revenus de solutions intégrées: 176,3 millions de dollars
• Pourcentage du chiffre d'affaires total: 14,2%
• Taux d'intégration de la technologie propre: 22% d'une année à l'autre

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.