Delek Logistics Acquires Gravity Water for $285 Million

Delek Logistics Partners LP has announced key developments to expand its midstream operations in the Permian Basin, including the acquisition of Gravity Water Midstream, the addition of acid gas injection (AGI) capabilities at its Libby 2 gas processing plant, and a new crude acreage dedication in the Midland Basin.

Delek Logistics is acquiring Gravity Water Midstream for $285 million, comprising $200 million in cash and $85 million in Delek units. This acquisition complements Delek's recent purchase of H2O Midstream and strengthens the company’s crude and produced water gathering and disposal services in the Midland Basin.

The acquisition is expected to close in the first quarter of 2025 and is projected to be immediately accretive to free cash flow, EBITDA, and leverage. Delek also highlighted potential synergies from the deal, acquired at an EBITDA multiple below 5.5x, excluding synergies.

AGI Development at Libby Gas Complex

The company plans to implement AGI capabilities at the under-construction Libby 2 plant. According to Delek, this project addresses a significant gap in sour natural gas treating and acid gas injection capacity in the Northern Delaware Basin, which has restricted drilling activity in the area.

The AGI project, expected to be operational in the second half of 2025, leverages two existing AGI well permits and an amine unit currently under construction. Once complete, the project will allow customers to utilize all six benches of the Delaware Basin while mitigating the challenges posed by hydrogen sulfide and carbon dioxide.

“This expansion not only lays the groundwork for further Libby complex development but also adds significant standalone economic value to the original project,” said Avigal Soreq, President of Delek Logistics.

Delek Logistics has also secured an incremental 34,000-acre dedication in the Midland Basin, building on its previous 50,000-acre commitment. This brings the total acreage under dedication to approximately 400,000 acres, enhancing the company’s crude and produced water infrastructure.

With over $700 million in liquidity, Delek Logistics plans to pursue these growth opportunities without the need for additional external capital, reinforcing its strategy of sustainable expansion in the midstream sector.

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