Delek LogisticsOceaneering

Delek Logistics vs Oceaneering

This page compares Delek Logistics Partners LP and Oceaneering International, Inc., examining their business models, financial performance, and the market context in which they operate. The analysis i...

Which Baskets Do They Appear In?

Refining a New Opportunity: Venezuelan Crude Returns

Refining a New Opportunity: Venezuelan Crude Returns

Following a renewed U.S. license, Chevron has resumed oil shipments from Venezuela, creating a new supply of heavy crude for the market. This development presents a potential investment opportunity in U.S. refiners and logistics firms positioned to benefit from this strategic shift.

Published: August 18, 2025

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Venezuelan Oil's Return to U.S. Refiners

Venezuelan Oil's Return to U.S. Refiners

Chevron has resumed shipping crude oil from Venezuela to the U.S., marking a significant policy shift and restoring a key supply chain. This creates a potential investment opportunity in U.S. refiners and energy logistics companies that are set to benefit from the influx of desirable heavy crude.

Published: August 17, 2025

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OPEC+ Opens The Taps: Midstream's Moment

OPEC+ Opens The Taps: Midstream's Moment

OPEC+ has decided to maintain its policy of gradually increasing oil production to meet rising global demand. This creates an investment opportunity in companies that provide the essential midstream services, such as transportation and storage, which will see increased business from the higher oil supply.

Published: July 25, 2025

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Investment Analysis

Delek Logistics

Pros

  • Delek Logistics reported record third quarter 2025 net income and raised full year EBITDA guidance to $500-$520 million.
  • The company achieved record crude gathering volumes in its Delaware system and continues to expand processing capacity.
  • Delek Logistics has delivered 51 consecutive quarterly distribution increases, reflecting strong cash flow and shareholder returns.

Considerations

  • Recent quarterly revenue declined year-on-year, indicating potential challenges in top-line growth despite strong EBITDA.
  • The company's current PE ratio is above its historical average, suggesting a relatively high valuation.
  • Delek Logistics is exposed to commodity price volatility and regulatory risks in the midstream energy sector.
Oceaneering

Pros

  • Oceaneering International maintains a leading position in subsea engineering and robotics for offshore energy markets.
  • The company benefits from long-term contracts and a diversified customer base across global energy sectors.
  • Oceaneering has a strong balance sheet with low debt and solid liquidity, supporting operational resilience.

Considerations

  • Oceaneering's earnings are highly sensitive to oil and gas capital spending cycles, which can be volatile.
  • The company's dividend yield is currently zero, offering no income return to investors.
  • Growth prospects are constrained by limited exposure to renewable energy and a reliance on traditional offshore markets.

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