opace
Nov 7, 9:19 AM
$ET What could these projects add to ET's earnings?
Here is my preliminary estimate. These are analytical estimates, not company-issued project forecasts.
Source Potential 2027 incremental EBITDA
Vaquero acquisition
$309 million
Hugh Brinson expansion and ramp-up
$250–400 million
Mustang Draw II and Bear II
$40–75 million
Data center and power transportation ramp
$40–90 million
Rover and Marcus Hook expansions
$25–50 million
Total estimated contribution
$664–924 million
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