Energy Transfer LP Common Units (ET) Q3 2024 Earnings Call Transcript Summary
Energy Transfer LP Common Units (ET) Q3 2024 Earnings Call Transcript Summary
Organic growth capital expenditure for the first nine months of 2024 was approximately $1.7 billion, focusing on the Midstream, NGL, and Refined Product segments.The following is a summary of the Energy Transfer LP Common Units (ET) Q3 2024 Earnings Call Transcript:
以下是能源轉移有限合夥企業(ET)2024年第三季度業績會實錄摘要：
Financial Performance:
財務表現：
Adjusted EBITDA for Q3 2024 was $3.96 billion, an increase from $3.54 billion in Q3 2023.
Distributable Cash Flow (DCF) remained stable at $1.99 billion, consistent with the previous year.
Organic growth capital expenditure for the first nine months of 2024 was approximately $1.7 billion, focusing on the Midstream, NGL, and Refined Product segments.
2024年第三季度調整後息稅折舊及攤銷前利潤(EBITDA)爲39.6億美元，比2023年第三季度的35.4億美元增加。
可分配現金流(DCF)保持穩定，爲19.9億美元，與去年持平。
2024年前九個月有機增長資本支出約爲17億美元，重點放在中游、NGL和精細化產品領域。
Business Progress:
業務進展：
Completed acquisition of WTG, enhancing Permian Basin operations.
Announced formation of a joint venture with Sunoco LP, combining crude oil and produced water gathering assets in the Permian Basin.
Progress on construction and upgrades at various processing plants and pipelines, including a 200 million cubic feet per day Badger processing plant and a 30-mile pipeline from Midland to Cushing.
Construction ongoing for natural gas-fired electric generation facilities in Texas, with the first expected in service in Q1 next year.
完成對WTG的收購，增強了Permian盆地的運營。
宣佈與太陽石油有限合夥企業成立合資公司，在Permian盆地結合原油和產水收集資產。
在各種加工廠和管道昇級方面取得了施工進展，包括一個每天處理20000萬立方英尺的Badger加工廠和一條從Midland到Cushing長30英里的管道。
在德克薩斯州進行天然氣發電設施的施工，首座設施預計於明年第1季度投入使用。
Opportunities:
機會：
Expansion in NGL export capacity and fractionation at Mont Belvieu.
Increased natural gas demand from the AI and datacenter sectors alongside traditional power generation, leveraging extensive interstate and intrastate natural gas pipeline networks.
Potential market expansion due to increased natural gas usage in power plants and datacenters, with requests for connection to about 45 power plants and 40 datacenters across multiple states.
在Mont Belvieu擴大NGL出口能力和分餾能力。
由於人工智能和數據中心領域對天然氣的增加需求，同時利用廣泛的州際和州內天然氣管道網絡，傳統發電需求也在增加。
由於電廠和數據中心對天然氣使用量增加的潛在市場擴大，多個州的約45座電廠和40個數據中心要求接入。
Risks:
風險：
Lower gains from optimized hedged NGL inventory impacting financial results in the NGL and Refined Products segment.
Volatility in natural gas prices affecting the profitability and operation of intrastate and interstate natural gas pipelines.
優化對沖NGL庫存利潤下降影響了NGL和精煉產品業務的財務結果。
天然氣價格的波動影響了州內和州際天然氣管道的盈利能力和運營。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
