ONEOK Acquires Full Control of Bayway Refinery for $1.1B

Ticker: OKE · Form: 8-K · Filed: Oct 17, 2024 · CIK: 1039684

Sentiment: neutral

Topics: acquisition, joint-venture, energy

Related Tickers: PSX

TL;DR

ONEOK buys out Phillips 66 for $1.1B to own 100% of Bayway Refinery.

AI Summary

ONEOK, Inc. announced on October 16, 2024, that it has entered into a definitive agreement to acquire the remaining 50% membership interest in the Bayway Refinery from its joint venture partner, Phillips 66, for approximately $1.1 billion. This transaction is expected to close in the first quarter of 2025, subject to customary closing conditions.

Why It Matters

This acquisition allows ONEOK to gain full ownership and operational control of the Bayway Refinery, potentially leading to enhanced integration and strategic flexibility in its energy operations.

Risk Assessment

Risk Level: medium — The acquisition involves a significant financial commitment and is subject to closing conditions, introducing integration and market risks.

Key Numbers

Key Players & Entities

FAQ

What is the total purchase price for ONEOK's acquisition of the Bayway Refinery?

ONEOK is acquiring the remaining 50% membership interest in the Bayway Refinery for approximately $1.1 billion.

Who is ONEOK's joint venture partner in the Bayway Refinery?

ONEOK's joint venture partner in the Bayway Refinery is Phillips 66.

When is the acquisition of the Bayway Refinery expected to close?

The transaction is expected to close in the first quarter of 2025, subject to customary closing conditions.

What percentage of the Bayway Refinery will ONEOK own after the transaction?

After acquiring the remaining 50% interest, ONEOK will own 100% of the Bayway Refinery.

What is the filing date of this Form 8-K?

This Form 8-K was filed on October 17, 2024.

Filing Stats: 619 words · 2 min read · ~2 pages · Grade level 9.3 · Accepted 2024-10-17 16:25:14

Key Financial Figures

Filing Documents

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure On Oct. 16, 2024, we announced that our board of directors declared a quarterly dividend of 99 cents per share of common stock, unchanged from the previous quarter, resulting in an annualized dividend of $3.96 per share. The dividend is payable Nov. 14, 2024, to shareholders of record at the close of business Nov. 1, 2024. A copy of the news release is attached as Exhibit 99.1 and is incorporated herein by reference.

01 Other Events

Item 8.01 Other Events On Oct. 16, 2024, we announced that our board of directors declared a quarterly dividend of 99 cents per share of common stock, unchanged from the previous quarter, resulting in an annualized dividend of $3.96 per share. The dividend is payable Nov. 14, 2024, to shareholders of record at the close of business Nov. 1, 2024.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit Number Description 99.1 News release issued by ONEOK, Inc. dated Oct . 16 , 2024. 104 Cover page interactive data file (embedded within the Inline XBRL document and contained in Exhibit 101). 2 SIGNATURE Pursuant to the requirements of the Exchange Act, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized. ONEOK, Inc. Date: Oct. 17, 2024 By: /s/ Walter S. Hulse III Walter S. Hulse III Chief Financial Officer, Treasurer and Executive Vice President, Investor Relations and Corporate Development 3

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