PERSON DIRECTORY
James Davolos
James Davolos appears in 1 indexed conversation across Business Breakdowns. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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WaterBridge: Oil and Water - [Business Breakdowns, EP.228]
WaterBridge’s produced-water volumes can grow mid to high single digits even if Permian oil stays flat, as aging wells and lower-tier Wolfcamp acreage raise water cuts.Scarce pore space, entrenched easements, 11-year CPI-linked contracts, and 51% EBITDA margins create a differentiated moat, with Devon paying to reserve capacity.An indicative $3.5B CapEx opportunity could yield $1B EBITDA over five to ten years, but it is explicitly not guidance.