Fracking 101 for Investors: Profiting from the Water Problem

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Nuverra Environmental Solutions and Halliburton are looking to clean up as each looks to profit from frack water.

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  • https://www.flickr.com/photos/spettacolopuro/3842161463/in/photolist-aRqYCx-bQrqQR-9FwoyJ-bBwHfo-fLbH1q-6JJTN7-fKX4Jc-8tWvwZ-6JuS6Y-eemz6n-aQDtfi-aQDt6g-6Rw5Ka-52j9G3-6pBrcn-8Viqce-h9maYX-dpoimx-eNqUY1-bQrqGz-fbaoeS-4BRuSb-K355g-8pVv5t-bBwKPC-bQrqoZ-fjCncg-a7Zsbf-hndATy-dnAyrP-bQrrrT-bQrpQi-3nM53i-iYERAj-kk5hz-bQrqye-m3GTg-4DbqRk-f47fJi-4zptp6-f47dia-K2SAE-aJkFpB-iPRBg-ypBv8-3nKCd7-K2V5U-dzminc-foZcRU-K2VML
  • http://exploreshale.org/
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  • http://www.halliburton.com/public/pe/contents/Presentations/H20Forward-Presentation.pptx
  • http://www.halliburton.com/public/pe/contents/Presentations/H20Forward-Presentation.pptx
  • https://www.flickr.com/photos/zack-attack/399240900/in/photolist-5tzhjp-9Zkom5-8i2WXz-fBsQs-nQZguc-7CrchT-CrMvv-7BfThk-jYGnx-9kNTbs-aiphLC-62QSKq-9FPrx5-du8MtP-4Hrq53-BhdpN-8JkcMH-4ZAk72-9hwDnd-9qUFub-9VAoaM-5z3f3L-fxFR1Q-548Abb-9VAAZU-bZwfxo-9hwDJ5-dGo5nf-gjJMZC-9K71ih-aeFyin-9qUCso-7WAEm8-ev2AR5-bjB39c-dAu1EJ-9kMAcY-bZwg4J-p9WoZ-eA2zRg-bZwHv5-6bwpmk-9VDo4N-apAffb-eeq5iW-hF8mu-65omQ9-chEejy-9qUDAd-62ovuK
  • http://www.zacks.com/stock/news/94479/HAL-Recycles-Water-to-Cut-Costs
  • http://www.zacks.com/stock/news/94479/HAL-Recycles-Water-to-Cut-Costs
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  • http://www.nuverra.com/marcellus-utica/
  • http://www.nuhttp://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NTQzNDk0fENoaWxkSUQ9MjM0MjU2fFR5cGU9MQ==&t=1verra.com/marcellus-utica/
  • http://www.halliburton.com/en-US/search/default.page?k=h2o%20forward
  • https://www.flickr.com/photos/amagill/3366720659/in/photolist-chEwR9-bH1iX8-42PQoC-a2YSa6-62QVKf-dTUAhR-QxcaH-7jm7SP-dSZe91-8F5t1j-dUSc9a-a5SwX-68vjKV-68zxeQ-9C9vCS-9ZA9J6-9kJxyv-9uKMHb-68zxij-bDwJ11-dK2oa7-bu6sBd-8usD9K-657VsP-5XW3k4-bbeUhH-61LYTT-dSK3tm-8ismaU-8ism9f-4Kdou8-cnchKE-dmyfCP-chEbX5-doZD-8ismdA-62LFqP-cEJ54Q-8ip6ZZ-cNdyo-bu6pKh-knHgd-9htwiK-9VwVc2-8HWvej-62LEPx-7HedAv-kyBTGB-bH1eiH-f54gtt
  • Fracking 101 for Investors: Profiting from the Water Problem

    1. 1. Fracking 101 for Investors: Profiting from the Water Problem Photo credit: Flickr/Andrea
    2. 2. Fracking 101 The average shale well in the U.S. requires 3-5 million gallons of water to hydraulically fracture.
    3. 3. Fracking 101 Add up all the shale wells drilled across America each year…
    4. 4. Fracking 101 …and we’re talking about billions of gallons of water.
    5. 5. Fracking 101 …and we’re talking about billions of gallons of water. Photo credit: Flickr/Alex
    6. 6. Fracking 101 An added issue (and opportunity) arises from the fact that not all that water stays underground.
    7. 7. Fracking 101 According to Halliburton 3-5 barrels of water are produced for every 1 barrel of hydrocarbons.
    8. 8. Fracking 101 This costs the industry $51 billion per year to manage this water.
    9. 9. Fracking 101 This costs the industry $51 billion per year to manage this water. Photo credit: Flickr/zack Mccarthy
    10. 10. Fracking 101 That produced water problem, however, can become a solution to the freshwater usage problem through water recycling.
    11. 11. Fracking 101 This is one reason why Halliburton’s goal for 2014 is to reduce freshwater usage by 25% by recycling more produced water.
    12. 12. Fracking 101 To reach that goal it’s teaming up with Nuverra Environmental Solutions in a recycling solution called H2O Froward.
    13. 13. Fracking 101 Let’s take a closer look at these two companies and the profit opportunities offered to investors.
    14. 14. Profit Opportunity No. 1: Nuverra Environmental Solutions (NYSE: NES) is a full-cycle environmental solutions provider. Source: Nuverra Environmental Solutions website
    15. 15. Nuverra Environmental Solutions Source: Nuverra Environmental Solutions Investor Presentation
    16. 16. Nuverra Environmental Solutions  Leading positions in the Bakken, Marcellus/Utica and Haynesville shales.  Working with Halliburton on H2O Forward in the Bakken as well as an environmental treatment center.  Appalachian Water Services wastewater treatment facility in the Marcellus Shale area.
    17. 17. Nuverra Environmental Solutions  Growing positions in the Mid-Continent Region as well as in the Eagle Ford Shale and the Permian Basin.  Looking to build its next waste treatment facility in the Eagle Ford Shale.  Plan is to replicate its Bakken assets across all major shale plays.
    18. 18. Profit Opportunity No. 2: Halliburton (NYSE: HAL) is one of the world’s leading oil-field service companies. Halliburton CleanStream System
    19. 19. Halliburton  Pioneering the H2O Forward Service with Nuverra.  It will increase the amount of produced water reused in frac fluids.  Reduce volume of water sent down disposal wells.  Reduce truck volumes.  Turns the waste stream of produced water into the solution for providing water for fracking.
    20. 20. Investor takeaway  Halliburton and Nuverra Environmental Solutions offer investors a compelling combination to profit from the energy industry’s water problem. Photo credit: Flickr/Andrew Magill
    21. 21. OPEC’s Worst Nightmare.

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