Aris Water Solutions

Comprehensive water management solutions by becoming the leading full-cycle water provider across energy sectors

Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

Sub organizations:

SWOT Analysis

Updated: September 29, 2025 • 2025-Q3 Analysis

Strategic pillars derived from our vision-focused SWOT analysis

FULLCYCLE

Complete water lifecycle management from source to disposal

SCALABLE

Technology-driven solutions that grow with customer needs

SUSTAINABLE

Environmental stewardship through advanced treatment and recycling

Aris Water Solutions stands at a critical inflection point with dominant Permian Basin positioning but faces the imperative to diversify beyond geographic concentration. The company's infrastructure advantage and recycling technology create defensible moats, yet commoditization pressures demand accelerated innovation. Strategic expansion into adjacent basins while advancing digital capabilities will determine whether Aris evolves from regional leader to industry standard-bearer. The convergence of ESG mandates and operational efficiency creates unprecedented opportunity for integrated water management solutions, positioning Aris to capitalize on structural industry transformation while mitigating cyclical exposure through geographic and technological diversification.

Select Water Solutions NGL Energy Partners Solaris Water Midstream H2O Midstream Oilfield Water Logistics

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

Comprehensive water management solutions by becoming the leading full-cycle water provider across energy sectors

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Strengths

MARKET: Leading 12% market share in high-growth Permian Basin operations
INFRASTRUCTURE: Extensive pipeline network with 99% uptime reliability record
CONTRACTS: Long-term agreements with 75+ energy companies including majors
TECHNOLOGY: Proprietary treatment capabilities enabling water recycling
FINANCIALS: Strong $725M revenue with 15% ROIC and improving margins

Weaknesses

CONCENTRATION: Heavy dependence on Permian Basin for majority of revenue
CAPITAL: High capital intensity requiring $450M debt for infrastructure
CYCLICAL: Vulnerable to energy sector downturns affecting customer demand
SCALE: Limited geographic diversification compared to larger competitors
MARGINS: Pressure from competitive pricing in commoditized segments

Opportunities

RECYCLING: Growing demand for water recycling driven by ESG initiatives
EXPANSION: New basin development in Haynesville and Eagle Ford regions
TECHNOLOGY: Digitalization enabling predictive maintenance and optimization
CONSOLIDATION: M&A opportunities to expand geographic footprint
REGULATIONS: Stricter environmental rules favoring integrated solutions

Threats

COMPETITION: Well-capitalized new entrants targeting key customers
COMMODITIZATION: Pressure on pricing from standardized service offerings
REGULATION: Evolving water discharge standards increasing compliance costs
DOWNTURN: Energy sector volatility impacting customer drilling activity
TECHNOLOGY: Disruptive technologies potentially obsoleting current methods

Key Priorities

INFRASTRUCTURE: Accelerate pipeline network expansion into new basins
TECHNOLOGY: Advance recycling capabilities for competitive differentiation
DIVERSIFICATION: Reduce Permian concentration through geographic expansion
EFFICIENCY: Leverage digital technologies for operational optimization

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Select Water Solutions NGL Energy Partners Solaris Water Midstream H2O Midstream Oilfield Water Logistics

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

Comprehensive water management solutions by becoming the leading full-cycle water provider across energy sectors

EXPAND FOOTPRINT

Accelerate pipeline network expansion into new basins

HAYNESVILLE: Launch operations in 2 new counties with 50+ mile pipeline network
EAGLE: Secure 3 anchor customers and begin infrastructure development in Eagle Ford
CAPACITY: Increase total system capacity by 200,000 barrels per day through expansion

TECH ADVANTAGE

Advance recycling capabilities for differentiation

RECYCLING: Deploy advanced treatment systems achieving 85% water recovery rates
AUTOMATION: Implement AI-powered predictive maintenance reducing downtime by 25%
DIGITAL: Launch customer portal providing real-time monitoring and analytics

DIVERSIFY REVENUE

Reduce Permian concentration through expansion

GEOGRAPHY: Achieve 35% of revenue from non-Permian basins by year-end
CUSTOMERS: Add 15 new tier-1 customers across diversified geographic markets
CONTRACTS: Secure $200M+ in multi-year agreements outside Permian region

OPTIMIZE OPERATIONS

Leverage digital technologies for efficiency

ANALYTICS: Deploy IoT sensors across 80% of pipeline network for real-time monitoring
EFFICIENCY: Reduce operating costs per barrel by 12% through process optimization
UPTIME: Maintain 99.5% system reliability while expanding operational footprint

METRICS

Total Water Volume Managed: 600M+ barrels
Customer Retention Rate: 95%+
System Uptime: 99.5%

VALUES

Environmental Stewardship
Operational Excellence

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Aris Water Solutions Retrospective

AI-Powered Insights

Claude

Gemini

GPT

SEC 10-K and 10-Q filings from 2023-2024 for financial performance
Company investor presentations and earnings call transcripts for strategy

Select Water Solutions NGL Energy Partners Solaris Water Midstream H2O Midstream Oilfield Water Logistics

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

Comprehensive water management solutions by becoming the leading full-cycle water provider across energy sectors

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What Went Well

REVENUE: Achieved $725M revenue with 25% year-over-year growth
CONTRACTS: Secured multi-year agreements with tier-1 operators
EXPANSION: Successfully expanded Delaware Basin infrastructure coverage
EFFICIENCY: Maintained 99% system uptime across all operations
MARGINS: Improved EBITDA margins through operational optimization

Not So Well

CONCENTRATION: Remained heavily dependent on Permian Basin activity
COSTS: Higher than expected inflation impacting equipment and labor
COMPETITION: Pricing pressure from new market entrants
CAPITAL: Increased debt levels to fund infrastructure expansion
VOLATILITY: Customer activity fluctuations affecting quarterly results

Learnings

DIVERSIFICATION: Geographic expansion critical for risk reduction
TECHNOLOGY: Digital capabilities essential for competitive differentiation
PARTNERSHIPS: Long-term contracts provide stability during volatility
EFFICIENCY: Operational excellence drives margin expansion opportunities
MARKET: Water recycling demand accelerating faster than anticipated

Action Items

EXPANSION: Accelerate entry into Haynesville and Eagle Ford basins
DIGITAL: Implement predictive analytics and automation technologies
CONTRACTS: Focus on longer-term agreements with escalation clauses
RECYCLING: Expand water treatment and recycling capabilities
TALENT: Hire technology and engineering expertise for innovation

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Aris Water Solutions Market

AI-Powered Insights

Claude

Gemini

GPT

SEC 10-K and 10-Q filings from 2023-2024 for financial performance
Company investor presentations and earnings call transcripts for strategy

Founded: 2015
Market Share: 12% of Permian Basin produced water market
Customer Base: 75+ energy companies including majors and independents
Category:
Water Management
SIC Code: 1389 Oil and Gas Field Services, Not Elsewhere Classified
NAICS Code: 213112 Support Activities for Oil and Gas Operations
Location: Denver, Colorado
Zip Code: 80202
Employees: 1100

Competitors

Select Water Solutions

NGL Energy Partners

Solaris Water Midstream

H2O Midstream

Oilfield Water Logistics

Products & Services

No products or services data available

Distribution Channels

Aris Water Solutions Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

SEC 10-K and 10-Q filings from 2023-2024 for financial performance
Company investor presentations and earnings call transcripts for strategy

Problem

High water handling costs in energy operations
Environmental compliance complexity
Limited recycling infrastructure availability

Solution

Integrated full-cycle water management platform
Advanced treatment and recycling technology
Comprehensive pipeline transportation network

Key Metrics

Total water volume managed annually
Customer retention rates and contract length
System uptime and operational reliability

Unique

Largest integrated water handling network
Proprietary treatment and recycling technology
99% uptime reliability with proven track record

Advantage

Extensive pipeline infrastructure barriers
Long-term customer relationships and contracts
Technology IP and operational expertise

Channels

Direct enterprise sales to energy companies
Long-term service contracts and agreements
Industry conferences and relationship marketing

Customer Segments

Major integrated oil and gas companies
Independent exploration and production firms
Unconventional shale operators in key basins

Costs

Pipeline infrastructure construction
Equipment and facility maintenance
Transportation and logistics operations

Aris Water Solutions Product Market Fit Analysis

Updated: September 29, 2025

Aris Water Solutions transforms energy operations through comprehensive water management, delivering 30% cost reductions and 99% uptime reliability while ensuring complete environmental compliance. The company handles over 500 million barrels annually through proprietary technology and integrated infrastructure, enabling sustainable energy production.

30% cost reduction through integrated solutions

99% uptime reliability with advanced monitoring

Full environmental compliance with zero violations

Before State

High water handling costs and complexity
Environmental compliance challenges
Limited recycling capabilities

After State

Streamlined water operations
Sustainable environmental practices
Cost-effective full-cycle solutions

Negative Impacts

Increased operating costs
Regulatory violations risk
Waste disposal limitations

Positive Outcomes

30% cost reduction typical
99% uptime reliability
Environmental compliance assurance

Key Metrics

Customer retention 95%+

NPS score 72

Volume growth 25% annually

G2 reviews limited for B2B

Contract renewal 90%+

Requirements

Integrated infrastructure
Advanced treatment technology
Experienced operations team

Why Aris Water Solutions

Comprehensive service offerings
Technology-driven efficiency
Long-term partnership approach

Aris Water Solutions Competitive Advantage

Largest integrated network
Proprietary treatment tech
Proven reliability track record

Proof Points

99% system uptime achieved
500+ million barrels handled
Zero environmental violations

Aris Water Solutions Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

SEC 10-K and 10-Q filings from 2023-2024 for financial performance
Company investor presentations and earnings call transcripts for strategy

What You Do

Full-cycle water management for energy operations

Target Market

Oil and gas operators in major unconventional basins

Differentiation

Integrated full-cycle solutions
Advanced treatment technology
Extensive pipeline network

Revenue Streams

Volume-based handling fees
Transportation services
Treatment and recycling

Aris Water Solutions Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

SEC 10-K and 10-Q filings from 2023-2024 for financial performance
Company investor presentations and earnings call transcripts for strategy

Company Operations

Organizational Structure: Public company with regional operating divisions
Supply Chain: Equipment manufacturers, chemical suppliers, trucking
Tech Patents: Proprietary water treatment and recycling technologies
Website: https://www.ariswater.com

Top Clients

Board Members

Aris Water Solutions Competitive Forces

Threat of New Entry

MODERATE entry barriers due to high capital requirements but potential for well-funded new entrants in growth markets

Supplier Power

LOW supplier power due to multiple equipment and service providers with standardized offerings and limited switching costs

Buyer Power

MODERATE buyer power as energy companies can negotiate pricing but limited by infrastructure switching costs

Threat of Substitution

LOW substitution threat due to specialized infrastructure requirements and regulatory compliance barriers

Competitive Rivalry

MODERATE rivalry with 5-6 major players competing on scale, technology, and service reliability for market share

Analysis of AI Strategy

Updated: September 29, 2025 • 2025-Q3 Analysis

Aris possesses exceptional AI potential through its vast operational dataset and connected infrastructure, creating opportunities for transformative efficiency gains. The company must rapidly build AI capabilities to maintain competitive advantage as the industry digitizes. Strategic AI implementation focusing on predictive maintenance, process optimization, and automated operations could deliver 15-20% cost reductions while enhancing service quality. However, success requires significant investment in talent, technology, and cultural transformation to evolve from traditional operations to AI-driven water management leadership.

Select Water Solutions NGL Energy Partners Solaris Water Midstream H2O Midstream Oilfield Water Logistics

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

Comprehensive water management solutions by becoming the leading full-cycle water provider across energy sectors