Halliburton Company (HAL)

[Timothy Smith]

@Abxx - Water management services will be a big driver in the coming years IMO.

The biggest opportunity for the oil services industry is primarily in the disposal and treatment arenas. We estimate that trucking controls about 85 cents of every water-management dollar today, with disposal and treatment services controlling the remaining 15 cents. However, over time, as new regulations are enacted and E&Ps seek to reduce transportation costs and comply with stiffer regulations through using oil services solutions, we think the services portion of the pie will expand. We forecast that in 2018, the oil services industry will have an opportunity to take 40 cents of every water-management dollar because of the increased use of onsite recycling solutions, water tracking, consulting, and other types of technologies, whereas trucking will only get about 60 cents of every dollar.

http://seekingalpha.com/article/1309811-oilfield-water-management-the-oil-and-gas-industry-s-holy-grail