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"We know that the long tail of PW disposal requirements from oil and gas production will continue to drive demand for PW off take solutions. As the industry continues to consolidate (see $WES purchasing $ARIS recent Deep Blue acquisitions from $FANG $DKL purchase of H2O Midstream etc.) one would expect that a smaller number of firms controlling the PW infrastructure would start to exert pricing power on the PW handing fees. As the infrastructure starts to expand further and further out players are likely to become even more entrenched making potential switching costs that much higher. If PW"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, XXX engagements
"@mmm_btus Any thoughts on $WES & $ARIS merger It took me totally by surprise and wasn't are of it. Think I'll continue to hold due to ex-dividend 10/31"
X Link @dugless1ders 2025-10-14T17:09Z XXX followers, XX engagements
"Oil & Gas Equipment & Services Earnings Estimates and Revisions $XES $SEI $LBRT $HP $KGS $PTEN $HAL $RIG $BKR $AROC $WFRD $NOV $VAL $NE $SLB $SDRL $FTI $TDW $WHD $OII $AESI $ARIS $XPRO $HLX $WTTR $NBR $PUMP $INVX $TTI $RES $VTOL"
X Link @HedgeFundTips 2025-10-14T14:51Z 70.4K followers, 1136 engagements
"$ARIS / $WES - Shareholder Vote $ARIS For Full Sched"
X Link @MergerBrief 2025-10-14T12:27Z 1222 followers, XXX engagements