James Davalos

James Davalos, an investment professional at Horizon Kinetics, dives into the fascinating world of Waterbridge and Landbridge, two key players in oil and water infrastructure. He discusses the critical role of Waterbridge as a leading produced-water disposal operator in Texas, the unique challenges of water disposal from shale operations, and the importance of land value in this sector. With insights on contract structures, the economics of water management, and next-gen opportunities in West Texas, Davalos paints a compelling picture of this often overlooked industry.