德克萨斯州沃斯堡，二叠纪盆地最大的独立基础设施公司Brazos Midstream的首席执行官驳斥了最近有关其公司将出售的传言。

“最终，我们认为现在时机不对，”Brazos Midstream 首席执行官布拉德·艾尔斯 (Brad Iles) 表示。5 月 15 日，艾尔斯参加了哈特能源 (Hart Energy)超级钻井大会暨博览会 (SUPER DUG Conference & Expo)上关于二叠纪中游挑战的小组讨论。 

4月24日，路透社报道称，摩根士丹利基础设施合作伙伴公司（Morgan Stanley Infrastructure Partners）正考虑出售其在Brazos Midstream II的多数股权。该报道援引匿名消息人士的话称，预计这笔交易的价值将超过20亿美元，其中包括债务。

在大多数涉及二叠纪盆地中游及并购的讨论中，Brazos Midstream 都会被提及。2024年 5 月， Energy Transfer以32.5 亿美元收购了WTG Midstream ，Brazos 成为该地区现存最大的私营中游公司。

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该公司在特拉华盆地和米德兰盆地拥有超过1200英里的天然气、液化天然气（NGL）以及原油集输管线网络。去年，布拉索斯公司于2024年8月建成了一座日产2亿立方英尺天然气处理设施圣丹斯一号（Sundance I），目前正在建设另一个日产3亿立方英尺的处理设施。

艾尔斯表示，布拉索斯的员工曾考虑过出售的可能性，但认为条件不合适。

“我们确实认真考虑过这个问题。随着新年的到来，整个行业乃至整个市场都充满了乐观情绪，”他说道。“当然，谁能预见关税的影响和波动，以及原油价格从70美元跌至55美元呢？”

Brazos 未来将考虑对某些资产采取行动。他表示，该公司在特拉华州的业务利润丰厚，具备成为上市公司的良好潜力。不过，Brazos 愿意等待合适的交易机会。

“我们过去十年来建立业务的核心原则之一就是，我们希望建立能够永远拥有的业务，”艾尔斯说道，“特拉华盆地的业务是我们能够永远拥有的。这真的是一项了不起的业务。”

“我们并不着急，所以我们会在未来看到。”

FORT WORTH, Texas—The CEO of Brazos Midstream, the largest independent infrastructure company in the Permian Basin, quashed recent rumors that his company would sell.

“Ultimately, we decided this is not the right time,” said Brad Iles, Brazos Midstream CEO. Iles took part in a panel discussing Permian midstream challenges at Hart Energy’s SUPER DUG Conference & Expo on May 15. 

On April 24, Reuters reported Morgan Stanley Infrastructure Partners was considering a sale of its majority stake in Brazos Midstream II. The report, attributed to unnamed sources, expected the deal to be worth more than $2 billion, including debt.

Brazos Midstream comes up in most discussions involving Permian midstream and M&A. After Energy Transfer acquired WTG Midstream in May 2024 for $3.25 billion, Brazos became the largest privately held midstream company remaining in the region.

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The company owns a network of more than 1,200 miles of natural gas, NGLs and crude gathering and transport lines in the Delaware and Midland basins. Last year, Brazos completed Sundance I, a 200 MMcf/d natural gas processing facility in August 2024, and is currently working on another 300 MMcf/d processing site.

Iles said that the Brazos staff had looked at a potential sale but decided that conditions were not right.

“We did give it serious consideration. As we rolled into the new year, there was tremendous optimism in the industry, and just in the markets in general,” he said. “Certainly, who can foresee the impact and the volatility of tariffs, crude dropping from $70 to $55?”

Brazos will consider making moves in the future with certain assets. The company’s footprint in the Delaware is highly profitable and has good potential for a public company, he said. However, Brazos is willing to wait for the right deal.

“One of the core tenets for us as we’ve built our business over the last 10 years has been we want to build businesses that we can own forever,” Iles said. “This Delaware Basin business is one that we could. It’s really a tremendous business.

“We’re not in a big rush, so we’ll see in the future.”