v3.26.1
Unaudited Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jun. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 9,478 $ 8,564
Inventories 159,397 134,488
Prepaid expenses and other assets 14,739 11,047
Total current assets 323,047 236,575
Property and equipment, net 3,029,842 2,162,624
Lease right-of-use assets 19,237 13,716
Identifiable intangible assets, net 176,740 186,893
Other assets 19,227 20,123
Goodwill 117,446 0
Total assets 3,685,539 2,619,931
Current liabilities:    
Accrued liabilities 112,814 93,785
Deferred revenue 74,622 65,013
Total current liabilities 240,140 186,917
Long-term debt, net 2,942,101 2,523,970
Operating lease liabilities 15,412 10,704
Deferred income taxes 196,488 5,242
Other liabilities 4,331 5,600
Total liabilities 3,398,472 2,732,433
Commitments and contingencies
Partners’ capital (deficit):    
Common units, 144,974,152 and 126,795,135 units issued and outstanding, respectively 287,067 (112,502)
Total liabilities and partners’ capital (deficit) 3,685,539 2,619,931
Nonrelated Party    
Current assets:    
Accounts receivable and related-party receivables 132,458 80,823
Current liabilities:    
Accounts payable 38,043 20,122
Related Party    
Current assets:    
Accounts receivable and related-party receivables 6,975 1,653
Current liabilities:    
Accounts payable $ 14,661 $ 7,997