ONEOK's expanded footprint post-Magellan and EnLink acquisitions creates one of the largest integrated NGL and gas midstream platforms. Synergy capture ahead of plan. NGL exports from Mont Belvieu growing into Asian petchem demand. Dividend coverage strong.
Thesis reviewed May 29, 2026
ONEOK, Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail ββ‘Energy62REDUCE| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 63 | +6% | β89% | WATCH |
| ET | Energy Transfer LP | 63 | +7% | β89% | WATCH |
| WDS | Woodside Energy Group Ltd | 60 | +10% | β89% | EARLY |
| SU | Suncor Energy Inc. | 60 | +14% | β89% | EARLY |
| CVE | Cenovus Energy Inc. | 60 | +17% | β89% | EARLY |
| SNP | China Petroleum & Chemical Corporation (Sinopec) | 60 | +8% | β89% | NEUTRAL |
| PTR | PetroChina Company Limited | 60 | +8% | β89% | NEUTRAL |
Investors who hold OKE may also have indirect exposure through these country funds.
ONEOK reports Magellan and EnLink synergy capture ahead of schedule; raises run-rate to $1.2B
Bakken NGL volumes grow on rising gas-to-oil ratios
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Feb 10, 26 | -1.2% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 9, 26 | -1.4% |
| Kevin HernOK | R | Buy | $1kβ$15k | May 15, 24 | +17.8% |