Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only OKE 4

DTMDT Midstreamcustomer

DINOHF Sinclaircustomer

BKVBKVcustomer

THTarget Hospitalitysupplier

Shared 0

No shared counterparties.

Only NEXT 11

COPConocoPhillipscustomer

HONHoneywellsupplier

EQTEQTcustomer

—Bechtel Energyunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

OKE compared with NEXT: revenue, margins and what each company keeps, and the suppliers and customers both name