LunarCrush LLM | creator/twitter::1508242758871486467/posts

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[@sockfeetrsrch](/creator/twitter/sockfeetrsrch)
"Guaranteed pore space is a great advantage for $WBI especially in key areas such as the Stateline locations. It would likely make negotiations easier for $WBI especially with regards to the preferred large acreage dedication deals with E&Ps. Of course $WBI is also strongly motivated to continue to work with $LB as their acreage positions continues to growth. Either camp is unlikely to part significantly from one another. If you are an $LB investor it is in your best interest to stay informed on $WBI matters and vise-versa. Change of control in either company also seems unlikely since the"
[X Link](https://x.com/sockfeetrsrch/status/1978317060913442915) [@sockfeetrsrch](/creator/x/sockfeetrsrch) 2025-10-15T04:28Z XXX followers, XXX engagements

"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](https://x.com/sockfeetrsrch/status/1978317062939292091) [@sockfeetrsrch](/creator/x/sockfeetrsrch) 2025-10-15T04:28Z XXX followers, XXX engagements

"I think there is a conscious recognition that both businesses under the same public entity would not attract the same multiple nor should it. I view the interdependence with $WBI as essentially the price you pay for bootstrapping a $TPL v2. Both $LB and $WBI deal regularly with third parties and it appears to have kept them honest internally but this needs to be continually monitored and reevaluated. If you get comfortable with how they deal with one another this predefined customer relationship I believe is actually very beneficial and part of what makes this so hard for other operators to"
[X Link](https://x.com/sockfeetrsrch/status/1978413939357593838) [@sockfeetrsrch](/creator/x/sockfeetrsrch) 2025-10-15T10:53Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@sockfeetrsrch "Guaranteed pore space is a great advantage for $WBI especially in key areas such as the Stateline locations. It would likely make negotiations easier for $WBI especially with regards to the preferred large acreage dedication deals with E&Ps. Of course $WBI is also strongly motivated to continue to work with $LB as their acreage positions continues to growth. Either camp is unlikely to part significantly from one another. If you are an $LB investor it is in your best interest to stay informed on $WBI matters and vise-versa. Change of control in either company also seems unlikely since the"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, XXX engagements

"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

"I think there is a conscious recognition that both businesses under the same public entity would not attract the same multiple nor should it. I view the interdependence with $WBI as essentially the price you pay for bootstrapping a $TPL v2. Both $LB and $WBI deal regularly with third parties and it appears to have kept them honest internally but this needs to be continually monitored and reevaluated. If you get comfortable with how they deal with one another this predefined customer relationship I believe is actually very beneficial and part of what makes this so hard for other operators to"
X Link @sockfeetrsrch 2025-10-15T10:53Z XXX followers, XXX engagements