Two Day Agenda

8:30 am - 5:10 pm DAY 1 - TUESDAY JULY 28, 2020

7:00 am - 8:30 am Registration & Networking Breakfast

8:30 am - 8:45 am Chair's Opening Remarks

Chaired by: Timothy Smith, President, Petro Lucrum

8:45 am - 9:30 am Big Picture Keynote:Outlook of The Oilfield Water Marketplace > Financial Perspectives, Economics, Risks & Opportunities

Valued at $37 billion in 2019, up 12% from last year, US oilfield water management remains the highest and fastest growing segment within the oilfield. Water spending in the Permian Basin alone is estimated at $13.3 billion. From a financial perspective, it’s a very lucrative time to enter the market. However, markets have evolved, and company structures have changed dramatically in recent months. Public companies have been splitting off and starting midstream companies. Wall Street has been pushing E&P to reduce debt and risk attached to non-productive assets, resulting in the recent wave of water midstream deals. Private equity capital that once went into drilling and completions has been shifted to water midstream. The industry is at a point where technical water engineers have had to become business persons, looking at both strategic as well as technical activities in the field. The opening presentation, and ensuing discussion, will set the foundations for the Oilfield Water Management USA 2020 Conference, answering some of the industry’s biggest questions around…

ECONOMICS, PRIVATE EQUITY INVESTMENTS & WALL STREET’S VIEW ON FINANCING

Where Is The Market Headed & How Is The Industry Changing: Get The Full Picture To Support Both Strategy Building And Tactical Activities In The Field

Paola Perez Pena, Principal Research Analyst, Cost & Technology, IHS Markit

Ryan Flynn, Executive Director, New Mexico Oil & Gas Association

Karr Ingham, Executive Vice President, Texas Alliance of Energy Producers

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9:30 am - 10:15 am Oilfield Water Midstream: Understand The Impact of The Evolving Water Midstream Market on Operating Dynamics

With the baton being passed to water midstream companies, water volumes are now going to reside with midstream companies. Not only have water volumes changed hands, all associated risks related to SWDs and reservoir over pressure has also been passed over to the midstream segment. Water treatment, disposal and related service companies are refocusing their strategies and actively seeking opportunities to work with both E&Ps and the midstream sector.

THE EVOLVING WATER MIDSTREAM MARKET: HOW WILL OPERATING DYNAMICS CHANGE?

Understand The Impact The Evolving Water Midstream Market Will Have On The Current Operating Dynamics Between E&Ps, Midstream And Water Servicing Groups

This interactive panel discussion will bring together multiple stakeholder groups including E&Ps, Water Midstream companies and players in the water servicing space to debate over questions that are arising on all sides of the spectrum.

Doug Parks, SVP Corporate Development, XRI Holdings

Gauri Potdar, Senior Vice President & Analytics, H2O Midstream

Robbie McDonough, VP Business Development, Crestwood Midstream

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10:15 am - 10:50 am Networking Refreshment Break & 1-2-1 Meetings

10:50 am - 12:50 pm Fully Understand The Strategy Development Side of The Oilfield Water Management Business

The next section of presentations and discussions have been developed with three major goals in mind – raising capital, growing businesses and achieving strong, consistent growth. We take a close look at three key areas of strategy development: Mergers & Acquisitions, Strategies for Securing Longer-Term Contracts and Portfolio Diversification.

MERGERS & ACQUISITIONS
SECURING LONGER-TERM CONTRACTS
PORTFOLIO DIVERSIFICATION

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10:50 am - 11:30 am Part 1: Mergers & Acquisitions Activity

Between January and August this year, there have been more than $2.5 billion of water-related mergers, acquisitions, private equity investments and other deals in the oilfield. These deals are only expected to accelerate in the months to come.

Understand How To Raise Capital To Drive Revenue By Picking Up Assets Through Consolidation, Joint Ventures & M&A Activity

Vikas Mittal, Professor of Marketing, Rice University

Hari Sridhar, Professor of Marketing, Texas A&M University

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11:30 am - 12:10 pm Part 2: Secure Opportunities For Longer-Term Contracts

In recent weeks and months, the industry has seen more news on long-term water contracts than ever before. As water midstream and E&P companies sign up to 15-year agreements, the industry is starting to see dedicated commitments and dedicated revenue streams. But how can the industry develop a market for companies that are still trying to secure contracts?

Recognize How To Secure Opportunities For Longer-Term Contracts & Commitments And Dedicated Revenue

Kent McNellie, Investment Professional, HBC Investments

Andrew Cohan, CEO, Energy Water Services

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12:10 pm - 12:50 pm Part 3: Diversify Your Water Assets Portfolio

Understand How To Build The ‘Perfect’ Water Asset Portfolio To Not Only Reduce Debt Load But Also Generate Additional Cash Flow

Assessing investment and capital efficiencies, current well costs and LOEs for various shale plays to establish economics at current price structures
Understand how to use information that is available to hand to strategically invest capital, while justifying economics pro forma

Bill Fairhurst, President/Founder, Riverford Exploration; Manager, Industry Engagement, Bureau of Economic Geology
University of Texas

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12:50 pm - 1:50 pm Networking Lunch & 1-2-1 Meetings

1:50 pm - 2:30 pm Strategies To Reduce Costs In Aggregate, From Treatment To Logistics: Gain Competency On The Overall Water Management Challenge

STRATEGIES TO REDUCE COSTS IN AGGREGATE, FROM TREATMENT TO LOGISTICS

Right now, profitability is a prerequisite and oilfield water management has to play a large role in ensuring this. While regulations, produced water volumes and logistics vary from one shale play to another, and one area might have greater bearing on cost at any given time, the industry is in agreement that it is going to take all the skills in aggregate to manage the overall water management challenge and bring down costs, looking at everything from treatment to handling to storage. Figuring out and developing this balance is critical.

Figure Out The Water Management Balance

Develop The Balance Between Treatment Recycling, Reuse, Disposal & Movement Of Water To Effectively Keep Water Management Costs Down

Marlon Shepherd, Water Engineer, Callon Petroleum

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2:30 pm - 3:20 pm Practical, Affordable & Safe Disposal

TACTICAL SOLUTIONS TO ACHIEVE THE LOWEST ECONOMICS PER BARREL

Most of the water infrastructure equipment cost that operators have traditionally been incurring has been at the tail-end of the process, on the disposal and SWD side. However, recent comparisons of disposal to other water handling techniques have revealed fresh insight on how affordable disposal can be. And with operators no longer tip-toeing around the issue and willing to talk about disposal in public, interest in disposal has grown significantly.

Drive Disposal Economics While Remaining Complaint With State Regulations

Sharing Tactical Solutions To Address Produced Water Disposal In An Efficient Manner While Complying With State Laws And Regulations

Adrienne Sandoval, Oil Conservation Division Director, New Mexico Energy, Minerals and Natural Resources Department

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3:20 pm - 3:50 pm Networking Refreshment Break & 1-2-1 Meetings

3:50 pm - 4:30 pm Oilfield Water Treatments, Technologies & KPIs

TACTICAL & TECHNICAL WATER TREATMENTS THAT UNDERLINE THE E&Ps NEED TO REDUCE OVERALL COSTS

Whether crude is at $60 a barrel or $35 a barrel, operators are recovering the same volumes of water. Producers have got to preserve wells and protect profitability, but with oil prices and markets volatile and water cuts higher than they have ever been before, the need to reduce overall costs and scale processes to where they make sense from an economics point of view is being emphasized. Everybody is looking for the best mousetrap to treat produced water, but ultimately its boiling down to cost of treatment methods, chemistries and equipment.

Removing Iron & Bacteria

Technically Sophisticated Treatments To Remove Both Iron And Bacteria Without Exacerbating The Problem

Moderated by: Chaired by: Timothy Smith, President, Petro Lucrum

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4:30 pm - 5:30 pm Treating Produced & Flowback Water With Different Chemical Constituents

Understand How To Adjust & Manage Your Produced And Flowback Water Treatment Strategy To Account For Differences In Chemical Constituents

When E&Ps start treating water using different chemistries and technologies, not only are they treating produced water with different chemical constituents, they are also treating flowback water which has a lot more chemicals. Operators are ending up with spikes in levels of TDS and Brine - this is not only making treatment costly but also a lot more complicated.

Teddy Vocka Batouma, Senior Production Chemicals & Well Stimulation Treatment Engineering & Operation, Oxy

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5:30 pm - 5:40 pm Chair's Closing Remarks

5:40 pm - 6:40 pm Networking Drinks & 1-2-1 Meetings

8:30 am - 5:10 pm DAY 2 - WEDNESDAY JULY 29, 2020

7:00 am - 8:30 am Registration & Networking Breakfast

8:30 am - 8:45 am Chair's Opening Remarks

8:45 am - 9:25 am Oilfield Water Recycling & Reuse: Cost-Cutting Measures, Turnkey Technologies & Engineering Solutions That Are Allowing E&Ps to Maximize Recycling Efforts

The industry is quickly heading into a recycling mind-set, in an effort to solve the issue of having excess produced water especially when wells are initially put on production. Companies are willing to have the conversation about recycling and they understand why recycling needs to happen. However, they are not willing to pay more than what they would to dispose water.

The battle now is,‘Am I with recycling, yes; Am I willing to pay more for recycling, no.’

REDUCE YOUR PER BARREL RECYCLING COST FROM $1.14 TO $0.40

Find Out Exactly What Producers Are Doing To Achieve Up To 60% Reduction In Water Recycling Costs, Allowing Them Maximize Their Reuse Efforts

Brian Bohm, Environmental Sustainability Advisor, Apache Corporation

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9:25 am - 9:55 am Grasp The Sea Change of Regulations

STATE-BY-STATE REGULATORY UPDATES

Clarifying Water Rights, Transfer Of Ownership Laws And New Water Legislations For West Texas, New Mexico And Beyond

Jeniffer Brafute, Attorney, Marathon Oil

Jason Isaac, Senior Manager & Distinguished Fellow, Texas Public Policy Foundation

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10:10 am - 10:40 am Networking Refreshment Break & 1-2-1 Meetings

10:40 am - 11:20 am Cost-effectively & Quickly Build Water Pipelines To Move SWD Water

CUT COSTS BY STRATEGICALLY MANAGING THE MOVEMENT OF WATER

For every barrel of oil in the Permian Basin, operators are recovering up to 12 barrels of water. The industry is going to see bigger growth in water volumes with the amount of water produced per well increasing. It’s no longer a question of ‘Do we hook up a well to a pipeline’. Now its a question of ‘How do we hook a well up to a pipeline and what size should the pipeline be?’. Private equity capital that once went into drilling and completions has now been shifted into water midstream. Water Midstream is now being acknowledged as the factor that is having the greatest bearing on cost.

COST-EFFECTIVELY & QUICKLY BUILD WATER PIPELINES TO MOVE SWD WATER

How Can You Build Pipelines Fast And At What Cost? Learn About The Latest Processes, Materials And Economics To Set Up Water Midstream Infrastructure

Cost: Assess economics associated with this high dollar operation and establish the financial feasibility of adding water midstream assets to your portfolio
Materials: Learn about the cost and application of the most innovative hard pipes, materials and leak detection technologies

Ben Samuels, President, Source Rock Midstream

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11:20 am - 11:50 am Saltwater Disposal: SWD Designs, Innovations & Technologies and Effects on Formations

This section of presentations looks at a topic that has been the centre of controversy for a number of years, and has only grown into a bigger and bigger problem as produced water volumes and disposal requirements increase. While Texas has been shutting down SWDs in an effort to force recycling and encourage the use of alternative disposal methods, there is enough evidence to suggest that SWD wells are a safe and cost-effective avenue for disposal excess produced water.

SWD DESIGNS, INNOVATIONS

EXAMINE LATEST DESIGNS, INNOVATIONS AND PROCESSES TO COST-EFFECTIVELY DESIGN AND CONSTRUCT SWD WELLS

  • Learn about the latest innovations in SWD design and construction
  • Find out the absolute lowest cost at which SWD wells can be designed and constructed and processes that are involved to do that

Laura Capper, President, CAP Resources

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12:00 pm - 1:00 pm Networking Lunch & 1-2-1 Meetings

1:00 pm - 1:30 pm Build Your Water Recycling Facility & Infrastructure

Demonstrating How Recycling Facilities and Infrastructure Is Being Engineered and Built To Manage Produced Water Volumes While Reducing Overall Costs

Learn how this E&P operator incorporated its initial production curves pertaining to water when engineering plans to build infrastructure to handle water volumes
Sharing technical specifics on the process from beginning to end, including details on design, placement of purifiers, treatment trains, storage pits and more

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1:40 pm - 2:20 pm Effects of SWD on Formations

LOOK DEEPER INTO THE EFFECTS OF SWDs AND GET A BETTER UNDERSTANDING OF WHAT SALTWATER INJECTION IS DOING TO FORMATIONS BELOW

  • Know what happens downhole when saltwater is injected deep into formations
  • Understand whether water is going to travel and comingle with producing zones

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2:20 pm - 3:00 pm Truck or Pipeline - Which Is The Best Way To Improve Your Economics?

Best Practices To Cost-Efficiently Move Millions Of Barrels Of Water A Day Without Putting Millions Of Miles Of Trucks On Roads

Compare the economics of using trucks vs pipes to move water volumes – which option makes the most sense and where?
Learn how brine water can be brought back to a centralized location to limit the movement of water and truck traffic

Chaired by: Timothy Smith, President, Petro Lucrum

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3:00 pm - 3:05 pm Chair's Closing Remarks

3:05 pm - 3:35 pm Networking Refreshment Break & 1-2-1 Meetings