DEEP BLUE MIDLAND BASIN LLC ACQUIRES LAGOON OPERATING - MIDLAND, LLC

Deep Blue Midland Basin, a joint venture between Diamondback Energy and Five Point Energy, has acquired Lagoon Operating - Midland. This acquisition strengthens Deep Blue's presence in the Midland Basin with assets in Martin County, including 105 miles of large-diameter pipeline, 240,000 bpd disposal capacity, and 544,000 bpd additional permitted capacity. The acquisition enhances Deep Blue's recycling capabilities and includes 60,000 dedicated acres from seven new counterparties. Post-acquisition, the company has 2.5 million bpd disposal capacity and over 1,000 miles of pipeline. The deal underscores Deep Blue's leadership in sustainable water management.

Positive

  • Acquisition expands Deep Blue's footprint in the Midland Basin.

  • 105 miles of large-diameter pipeline added.

  • 240,000 bpd disposal capacity and 544,000 bpd additional permitted capacity acquired.

  • Enhances recycling capabilities.

  • New commercial agreements add 60,000 dedicated acres from seven new counterparties.

  • Post-acquisition, Deep Blue has 2.5 million bpd disposal capacity and over 1,000 miles of pipeline.

  • Reinforces position as a leading sustainable water solutions provider.

  • Potential for growth through synergies and enhanced efficiency.

Negative

  • Integration risks associated with merging Lagoon's assets.

  • Potential over-reliance on a concentrated geographic area in the Midland Basin.

  • High capital expenditures needed for asset maintenance and expansion.

  • Operational risks related to managing a larger asset base

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