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Aris Water Solutions, Inc. (ARIS) Q3 2024 Earnings Call Transcript Summary

Aris Water Solutions, Inc. (ARIS) Q3 2024 Earnings Call Transcript Summary

Aris Water Solutions, Inc.(ARIS)2024年第三季度業績會議通話摘要
富途資訊 ·  01:37  · 電話會議

The following is a summary of the Aris Water Solutions, Inc. (ARIS) Q3 2024 Earnings Call Transcript:

以下是Aris Water Solutions, Inc. (ARIS) 2024年第三季度業績會議實錄總結:

Financial Performance:

財務表現:

  • Aris Water Solutions reported a strong financial performance in Q3 2024, with an adjusted EBITDA of $54.3 million, up 21% year-over-year and 9% sequentially.

  • Adjusted operating margin was $0.45 per barrel, up 13% compared to the same quarter last year.

  • Capital expenditures for the nine months were $83 million, with the full-year guidance maintained between $98 million and $105 million.

  • Aris Water Solutions在2024年第三季度表現強勁,調整後的EBITDA爲5430萬美元,同比增長21%,環比增長9%。

  • 調整後的營業利潤率爲每桶0.45美元,比去年同期增長13%。

  • 前九個月的資本支出爲8300萬美元,全年指導範圍維持在9800萬美元至10500萬美元之間。

Business Progress:

業務進展:

  • Aris saw produced water volumes grow 2% sequentially and 6% year-over-year. Recycled water volumes increased 25% sequentially and 16% year-over-year.

  • The company expects stronger water demand moving into 2025, driven by operations in the Northern Delaware Basin.

  • Plans to scale up desalination technologies in 2025 for treated produced water and explore mineral extraction potentials.

  • Actively working on projects for beneficial reuse of water with partners like ConocoPhillips and ExxonMobil.

  • Aris的產水量環比增長了2%,同比增長了6%。再生水用量環比增長了25%,同比增長了16%。

  • 公司預計隨着北德拉華盆地業務的推動,2025年將迎來更強勁的用水需求。

  • 計劃於2025年擴大海水淡化技術,用於處理產水,並探索礦產開採潛力。

  • 正在積極與康菲石油和康菲美孚等合作伙伴合作,推動水資源的有益再利用項目。

Opportunities:

機會:

  • Sustained investments in operational efficiencies and cost reductions are projected to enhance future cash flows.

  • Opportunities for beneficial reuse of treated produced water in industries outside oil and gas.

  • Potential expansion in mineral extraction technology such as iodine, magnesium, ammonia, and lithium.

  • 持續投資操作效率和成本降低,預計將增強未來現金流。

  • 油氣行業外處理產水的有益重複利用機會。

  • 潛在擴展錠狀鋶、鎂、氨和鋰等礦產提取技術。

Risks:

風險:

  • Possible variability in skim oil recoveries impacting quarterly financial results.

  • The company is prone to market risks associated with commodity price volatility and regulatory changes.

  • 可能的粗油回收變動可能影響季度財務結果。

  • 該公司容易受商品價格波動和監管變化帶來的市場風險影響。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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