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$Crestwood Equity(CEQP)$$切萨皮克能源(CHK)$ 的合同在17年重新商议了20年期合同,定价比较合理,因此CHK并没有要求取消与CEQP的合同,现在仍然在正常付款啊。我以前一直没有查到相关合同的金额,根据Q2 ConCall的情况来看,对CEQP影响不大。我把CEO当时说的话给你摘过来:

Now, the elephant in the room for the last few weeks has been Chesapeake bankruptcy and a potential DAPL shutdown. They’ve clearly pressured our units. Based on the information we know today, neither of that is expected to have a negative impact on our ability to meet our revised adjusted EBITDA guidance of $520 million to $570 million for full year 2020. Let me restate that, we do not expect either event to have a significant negative impact on our ability to meet our guidance for this year.
Chesapeake is our primary customer in the Powder River Basin, but one of many customers that we have on our Stagecoach assets in the Northeast Marcellus. At this point, in the Chesapeake bankruptcy process, neither of those contracts has been submitted for rejection. Don’t have any indication that they will be on any reason to believe that.
We believe both contracts are clearly market based and are competitive with similar contracts for similar services in the regions we operate. Chesapeake remains current on all invoices. We have cash flow protections in place with letters of credit and we continue to provide critical services to Chesapeake in both areas. We have a good relationship with the firm and are developing a good relationship through the bankruptcy process with what might be the new owners of the company.
引用:
2020-10-07 14:52
切萨皮克破产的事儿对ET和CEQP影响如何?烦请指点一下[笑]