Genesis Energy: Entering A Harvest Phase

  • Genesis Energy is poised for significant growth due to offshore pipeline expansions and increased soda ash capacity, transitioning from heavy capital spending to harvesting cash flows. The new deepwater Gulf of Mexico oil projects will add 200,000 barrels per day, boosting high-margin volumes and ensuring revenue growth. The soda ash business benefits from steady demand and recent capacity expansions, positioning Genesis for improved output and profitability as market conditions tighten.