Crosstex
Energy, L.P.
Crosstex Energy, L.P. was formed in
July 2002 in connection with its initial public offering, which was
completed in December 2002. It is primarily engaged in the midstream energy business focused
on the gathering, transmission, treating, processing and marketing of natural
gas.
Crosstex
connects the wells of natural gas producers in its market areas to its
gathering systems, treats natural gas to remove impurities to ensure that it
meets pipeline quality specifications, processes natural gas for the removal of
natural gas liquids or NGLs, transports natural gas, and ultimately provide an
aggregated supply of natural gas to a variety of markets. In addition, Crosstex purchases natural gas
from natural gas producers and other supply points and sells it to utilities,
industrial consumers, other marketers and pipelines, thereby generating gross
margins based on the difference between the purchase and resale prices. Crosstex also purchases natural gas from
producers not connected to its gathering systems for resale and sell natural
gas on behalf of producers for a fee.
Major assets include:
Ø
Over 2,500 miles of
natural gas gathering and transmission pipelines. Its gathering systems consist of a network of pipelines that
collect natural gas from points near producing wells and transport it to larger
pipelines for further transmission. The transmission pipelines primarily
receive natural gas from Crosstex’s gathering systems and from third-party
gathering and transmission systems and deliver natural gas to industrial
end-users, utilities and other pipelines.
Ø
Three natural gas processing plants connected
to its gathering systems, with a total NGL production capacity of 289,00
gallons a day Crosstex’s processing plants
remove NGLs from a natural gas stream and fractionate, or separate, the NGLs
into separate NGL products, including ethane, propane, mixed butanes and
natural gasoline.
Ø
61 natural gas
treating plants, located largely in the Texas Gulf Coast area, which remove
impurities from natural gas prior to delivering the gas into pipelines to
ensure that it meets pipeline quality specifications.
Crosstex
has two industry segments, Midstream and Treating, with a geographic focus
along the Texas Gulf Coast.
The Midstream
division focuses on the gathering, processing, transmission and
marketing of natural gas, as well as providing certain producer services and
contributed 785 of Crosstex’s gross profit in 2003. Crosstex’s primary Midstream assets are several gathering and
transmission systems and three natural gas processing plant located primarily
along the Texas Gulf Coast and south-central Mississippi, which in the
aggregate consist of approximately 2,500 miles of gathering and transmission
pipelines. These include the Gulf
Coast, Vanderbilt, and Corpus Christi pipeline systems in South Texas; the
Gregory processing plant and gathering system north of Corpus Christi, the
Arkoma Gathering System in southeastern Oklahoma; the Mississippi pipeline
system, located in 15 counties in south Mississippi; the Alabama pipeline
system , located in West Alabama; and the Conroe gas plant and gathering system
in Montgomery County, Texas. Crosstex
also has a 12.4% interest in the Seminole gas processing plant in Gaines
County, Texas.
Crosstex
also owns several small gathering systems totaling approximately 135miles,
including its Manziel system in Wood County, Texas, San Augustine system in San
Augustine County, Texas, Freestone Rusk system in Freestone County, Texas, and
the Jack Starr and North Edna systems in Jackson County, Texas. Crosstex Energy
owns a 28% interest in five gathering systems in east Texas, totaling 64 miles,
.and five industrial bypass systems
each of which supplies natural gas directly from a pipeline to a dedicated
customer. Crosstex owns various smaller gathering and transmission systems
located in Texas, Louisiana, and New Mexico.
During
2003, throughput on Crosstex’s pipelines was 626,000MMBtu/d, and its plants
processed 132,000 MMBtu/d of natural gas.
The Treating division focuses on the removal of
carbon dioxide and hydrogen sulfide from natural gas to meet pipeline quality
specifications. As of December 31, 2003, Crosstex owned 61 treating
plants, 41 of which it operated, 11 of which were operated by producers, and 9
of which were held in inventory. In addition to its treating plants, the
treating division includes three gathering systems with an aggregate of 43
miles of gathering pipeline located in Val Verde, Crockett, Dewitt and Live Oak
counties, Texas that are connected to approximately 73 producing wells. These
gathering systems are connected to three of Crosstex’s treating plants. Crosstex’s plants treated 90,000 MMBtu/d of
natural gas in 2003.
Crosstex’s
business strategy is to increase distributable cash flow per unit by:
Ø
Making accretive
acquisitions of assets that are essential to the production, transportation,
and marketing of natural gas, with a focus on assets that offer the opportunity
for operational efficiencies and the potential for increased utilization and
expansion, and that will add to existing core areas;
Ø
Improving the
profitability of the assets it owns by increasing their utilization through
aggressive marketing efforts while controlling costs; and
Ø
Maintaining the
financial flexibility to take advantage of construction and expansion
opportunities, leveraging its structure and existing customer relationships by
constructing new facilities and expanding existing systems to meet increased
demand for Crosstex's services
Crosstex
Energy trades on the NASDAQ under the symbol XTEX. For additional information, contact Chief Financial Officer Bill
Davis at 214-953-9500 [email protected];
or visit the company web site at http://www.crosstexenergy.com/.
Financial Information from 2003
10-K
(in
thousands except per unit amounts)
|
2003 |
2002 |
|
|
|
Market
value |
$74,397 |
$48,524 |
Current
assets |
$145,421 |
$110,998 |
Net
property & equipment |
$203,909 |
$109,948 |
Total
assets |
$365,303 |
$232,438 |
Current
liabilities |
$148,335 |
$119,670 |
Long-term
debt |
$60,700 |
$22,550 |
Partners’
equity |
$156,268 |
$89,816 |
Revenues |
$1,013,663 |
$452,493 |
Operating
income (loss) |
$18,439 |
$4,564 |
Net
income (loss) |
$15,226 |
$2,002 |
Net
income (loss) per unit |
$1.78 |
$.04 |
High
unit price |
$43.58 |
$21.75 |
Low
unit price |
$21.48 |
$19.46 |
Distribution
per unit |
$2.50 |
$0.0056 |
*As of June 30, 2003 and December 31, 2002 |
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