By Amanda Leon, founder of OilMoney.io. Houston-raised, came up in the Houston marketing team of Vallourec, and has run Unrth, a brand and growth studio for oil and gas and industrial companies, since 2017, with her boots on client locations in Midland and Odessa. Last reviewed October 20, 2026.
When I'm on a client location in Midland, I'm in my white hard hat and safety glasses, with my yellow gas monitor clipped to my chest, because that's the proper way to wear it, not on your helmet. I get to talk to the men and women with their hands on the equipment and their hands in the mud, living it day to day, and honestly, that's where the best innovation happens. That's how one of my clients innovated the steel stairwells that help people get in and out of containment units. You find the best ideas from people who aren't in the office.
Water business development runs on the same truth. If you sell disposal or recycling capacity, the contract you want may not open for years, so your name has to outlast the wait. Spend those years where the water actually moves, write down what the people there teach you, and be the one who explains the volumes and the rules first, under your own name. When the window opens, the operator's water team should already know who you are.
How Much Water the Permian Makes
UT Austin's Bureau of Economic Geology puts Permian produced water at about 21 million barrels a day in 2025, against 7.9 million barrels a day of frac water demand. About 70% of Permian frac water came from produced water in 2025. Even if every frac job had run on it, about 13.2 million barrels a day would have been left over, which is the plain case for disposal. When completions slow, see Permian frac water demand, dated.
On the Delaware side alone, produced water grew from about 1.6 million barrels a day in 2014 to about 13.2 million in 2024 (a Delaware total, separate from the basin-wide leftover above), according to WaterBridge's 2025 prospectus, citing B3 Insights and Pickering Energy Partners. The same filing cites Enverus data: about 3.7 barrels of water came up with every barrel of Delaware oil in 2024. When the water outnumbers the oil like that, an operator's water team is running a second business.
The Operators and Anchor Customers Behind the Volume
WaterBridge's 2025 annual report says its top five customers, a list that includes Devon, Permian Resources, Mewbourne, and EOG, made up about 51 percent of its 2025 water revenue. In the second quarter of 2026 it handled about 2.6 million barrels of produced water a day, up 6% from the first. Over at Western Midstream, Occidental's production made up 61 percent of throughput on its Delaware Basin water systems as of December 31, 2025. When one producer is most of a system's barrels, that producer's water team carries real weight.
Two of WaterBridge's top customers got bigger in 2026:
Devon completed its all-stock merger with Coterra on May 7, 2026, and operates as Devon Energy, headquartered in Houston. A February 2026 presentation, made before the close, put the combined Delaware position at 746,000 acres.
Permian Resources completed about 190 Delaware Basin transactions in 2026 through its August 5 earnings release, adding about 54,000 net leasehold acres, and it guides to about 250 gross wells turned in line in 2026. Every one of those wells brings water.
Midland Basin: Counties and Production
Seven of Texas's top 10 crude counties in July 2026 sat on or along the Midland Basin, led by Martin County at 19,833,432 barrels and Midland County at 18,418,690, per preliminary Railroad Commission data. They don't all answer to one district: Andrews, Ector, Glasscock, Howard, Martin, and Midland sit in District 8, run out of the Midland office, while Upton and Reagan fall under District 7C in San Angelo. The full list is on the Railroad Commission's county and district page, and the companies in each town are on our Midland map and Odessa map.
Delaware Basin, Texas Side: Pore Pressure and Seismic Response Areas
Reeves, Loving, Ward, Pecos, Culberson, and Winkler Counties sit in District 8 with Midland. In preliminary July 2026 data, Loving County ranked fourth in Texas for crude at 8,079,760 barrels, and Reeves County ranked first for condensate.
The pressure underground is part of your pitch now. The Bureau of Economic Geology reports that saltwater disposal has raised Delaware Mountain Group pressure by 200 to 400 psi regionally and up to 1,000 psi at individual wells, and that Permian earthquake activity peaked in 2022 to 2023 before seismic response areas brought rates down, including a drop of nearly two-thirds in North Culberson-Reeves since 2023. The Railroad Commission's 2025 guidelines, below, cap daily injection volumes based on reservoir pressure, so the seller who can explain the pressure picture in plain words is the one worth calling back.
New Mexico: The Discharge Ban, Lea County Deals, and Water Sent Across the State Line
The discharge ban. New Mexico's Water Quality Control Commission adopted a ban on discharging produced water to ground and surface waters on May 14, 2025, dropped a proposed pilot exemption, and set a five-year sunset, as reported by the Rio Grande Sierra Club, an advocacy group, so quote the rule itself when you explain it.
Lea County deals. WaterBridge closed its $80 million purchase of Ranger Water Midstream's Lea County assets on June 22, 2026, and agreed to buy the NDB Landfill in Lea County for $169 million net.
Water sent across the state line. WaterBridge's 2025 prospectus says New Mexico has approved fewer new produced water handling permits than Texas, so water from New Mexico wells has been injected in Texas along the state line, raising pore pressure there.
The Rules That Changed the Pitch: RRC Guidance and HB 49
The Railroad Commission's Permian disposal well guidelines, issued May 16, 2025 and in effect since June 1, 2025 for new and amended permit applications, double the area of review from a quarter mile to half a mile, limit surface injection pressure based on geologic properties, and cap daily injection volumes based on reservoir pressure.
Pillsbury's June 2025 summary covers three Texas bills a water seller should be able to explain:
HB 49, effective September 1, 2025, shields people who possess, treat and use, or transfer produced water for a beneficial use from tort liability tied to that treatment, use, or exposure, with exceptions for gross negligence, intentional wrongful acts, and negligence combined with regulatory violations.
HB 4426 makes commercial surface disposal facility permits valid for a maximum of 10 years, for permits issued or renewed after September 1, 2025.
SB 1145 lets the Railroad Commission issue permits for land application of produced water.
Explain each change plainly under your own name, and leave the legal calls to lawyers. The full walk-through is in our Texas HB 49 guide.
Who Runs the Water Desk
Permian Resources, one of WaterBridge's top five customers, posted a Water Resources Engineer job in Midland on September 4, 2026. The engineer reports to the Water Resource Manager, reconciles run tickets and meter data against water purchase statements, works with outside vendors and regulators, and forecasts water needs and flowback volumes. That's a desk that lives on clean paperwork, so make sure your run tickets square with the meter before they ever reach him. More in selling to water management.
How to Stay Known Between Contract Windows
Some doors stay shut for a long time. WaterBridge reported that most of its produced water contracts carried a 15-year initial term at the end of 2025, with a weighted average remaining life of about 10.4 years across about 2.4 million dedicated acres. If a competitor's pipe is already on the lease, no personal brand beats it.
A known name can outlast the paper, though. Bluefield Research counted 32 water mergers and acquisitions since 2020 as of October 2025, and on October 15, 2025, Western Midstream closed its purchase of Aris Water Solutions, adding about 830 miles of produced water pipeline and 625,000 dedicated acres. Logos change. The BD person who knows the rules, the volumes, and the customers can stay the constant across mergers and contract rolls. So use the years between windows:
Explain the rules once, in public, so the explanation people forward is yours.
Explain the contract once. Put minimum volume commitment vs acreage dedication in writing and stop explaining it call by call.
Track the deals. When an operator merges or buys acreage, as Devon and Permian Resources did in 2026, be a name its water team has seen before the window opens. See getting chosen when operators stick with the names they know.
Go where the water moves. Time with the people running the equipment gives you things to say that nobody in an office has.
Keep your name yours. Everything we build with you is yours, including your own experience, and you approve every post. If your company is the next one bought, it all comes with you.
That's the job The Warm Walk-In™ does for water people: your read on pressure, permits, and dedications goes in once a quarter and comes back as posts in your voice, so the water teams know your name long before the next window opens.
Who Sees a Field Man's Posts
The founder we work with was allergic to fake branding, so his posts sound like him and come from his own work in the Permian. Between September 15, 2025 and October 19, 2026, 56% of the people who saw his posts worked in oil and gas, the right crowd to reach while the contracts run. Read the full story.
Where to Show Up: Next Dates for Water People
The Produced Water Society holds its 37th annual conference February 8 to 11, 2027, at the Houston Marriott in Sugar Land, and its 11th Annual Permian Basin Conference August 3 to 5, 2027, at the Bush Convention Center in Midland, covering disposal capacity, recycling and reuse markets, seismicity, and regulatory change. A handshake goes further when the other person has already seen your name, so start well before August. See which trade shows are worth it, and find more on our water BD page and the Permian Basin hub.
Get Your Bison Walk-Around
The quiet years between windows are the cheap time to fix what a water team finds when it looks you up.
Send us your LinkedIn. We'll send back the Bison Walk-Around: five minutes of plain English on what's costing you callbacks and what we'd build. No call. No invoice. We give first.
Sources and As-Of Dates
UT Bureau of Economic Geology, Managing Produced Water in the Texas Permian Basin Will Remain a Long-Term Challenge, Water Research Podcast episode page, released July 16, 2026, with 2025 data. Volumes, pressure, and seismicity.
WaterBridge Infrastructure prospectus (424B4), September 16, 2025, with 2024 data. Delaware water and the state line.
WaterBridge Infrastructure 10-K, fiscal 2025, December 31, 2025. Contract terms and top customers.
WaterBridge Infrastructure Q2 2026 results, filed August 5, 2026. Volume and Lea County deals.
Western Midstream Partners 10-K, fiscal 2025, December 31, 2025. The Aris acquisition and throughput share.
Devon Energy merger completion 8-K (May 7, 2026) and merger presentation (February 2, 2026, before the close). Merger and Delaware acreage.
Permian Resources Q2 2026 earnings release, August 5, 2026. Deals and wells.
RRC production statistics, July 2026, preliminary, and RRC counties by district, checked October 17, 2026. Counties and districts.
RRC Permian Basin disposal well guidelines, May 16, 2025, in effect June 1, 2025. Disposal rules.
Rio Grande Sierra Club, an advocacy source, May 14, 2025. New Mexico discharge ban.
Pillsbury on Texas produced water law, June 9, 2025. HB 49, HB 4426, and SB 1145.
Permian Resources posting R-100381, posted September 4, 2026, viewed October 18, 2026. The water desk.
Water Online, reporting Bluefield Research, October 3, 2025. Water deal count.
Produced Water Society and its Midland 2027 page, checked October 18, 2026. Conference dates.
The founder's LinkedIn analytics export, September 15, 2025 to October 19, 2026, demographics sheets, held by Unrth. Who saw his posts. See the full proof story.
The Warm Walk-In™ is an original method created by Amanda Leon and owned by The Valours Creative Innovation LLC.