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James Davolos - Liquid Assets: Water’s Role in Oil’s Future

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Manage episode 498636008 series 2826569
Content provided by Bill Brewster. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Brewster or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

James Davolos stops by to discuss the emerging importance of water solutions in oil and gas production.

He shares insights on behavioral investing, the evolution of investment strategies at Horizon Kinetics, and the challenges and innovations in water management within the energy industry. The discussion also touches on market dynamics, competitive landscapes, and the future outlook for investment opportunities in this niche sector.

Takeaways

Water solutions in the oil and gas sector are becoming increasingly important due to rising water cuts in production.

The Permian Basin generates significant amounts of produced water, necessitating effective management solutions.

Market misunderstandings can create opportunities for companies specializing in water management.

The competitive landscape is shifting, with water management companies gaining leverage over traditional oil and gas firms.

Investment opportunities may exist in companies with strong water management capabilities and innovative technologies.

The future of energy will likely require a balance of traditional hydrocarbons and innovative water solutions.

Long-term investment strategies are essential for navigating the complexities of the energy sector.

  continue reading

187 episodes

Artwork
iconShare
 
Manage episode 498636008 series 2826569
Content provided by Bill Brewster. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Brewster or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

James Davolos stops by to discuss the emerging importance of water solutions in oil and gas production.

He shares insights on behavioral investing, the evolution of investment strategies at Horizon Kinetics, and the challenges and innovations in water management within the energy industry. The discussion also touches on market dynamics, competitive landscapes, and the future outlook for investment opportunities in this niche sector.

Takeaways

Water solutions in the oil and gas sector are becoming increasingly important due to rising water cuts in production.

The Permian Basin generates significant amounts of produced water, necessitating effective management solutions.

Market misunderstandings can create opportunities for companies specializing in water management.

The competitive landscape is shifting, with water management companies gaining leverage over traditional oil and gas firms.

Investment opportunities may exist in companies with strong water management capabilities and innovative technologies.

The future of energy will likely require a balance of traditional hydrocarbons and innovative water solutions.

Long-term investment strategies are essential for navigating the complexities of the energy sector.

  continue reading

187 episodes

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