James Davolos - Liquid Assets: Water’s Role in Oil’s Future
The Business Brew
00:00
Water's Role in Oil: Trends and Insights
This chapter explores the recent stock fluctuations of Aris following their earnings report, analyzing mixed market reactions and the pivotal role of water in oil extraction, particularly in shale fracking. The discussion highlights the impact of $60 oil on shale production and emphasizes innovative water management technologies as growth opportunities in the sector. Additionally, it addresses the complexities of equity investments in energy and the significance of strategic thinking for long-term returns in companies with strong cash flows and barriers to entry.
Transcript
Play full episode
