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Select Water Solutions and ISE to commercialize iodine from produced water by 2027

Jun 25, 2026, 6:20 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The collaboration creates a visible, royalty-driven revenue stream and a scalable platform with a clear 2027 catalyst and 2030 scale target, potentially improving WTTR's multiple and deraillings risk profile if execution succeeds.

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What happened, with direct paths to the underlying reporting

Select Water Solutions and ISE Chemicals announced a definitive agreement to develop commercial-scale iodine extraction from produced water across the Permian footprint, with the first facility slated for 2027 and a target of roughly 3,000 tonnes per year by 2030. The venture leverages WTTR's water infrastructure and royalty model, potentially diversifying cash flow and expanding US domestic iodine supply, creating a long-term growth catalyst.

Select WTTR to co-develop iodine facilities using produced water in TX/NM/OK; 2027 start.
Initial plant targets about 3,000 tonnes/year iodine by end-2030.
ISE funds, designs, builds, and operates facilities; Select supplies water infrastructure and earns royalties.
Collaboration aims to create a domestic iodine source from produced water.
First commercial facility to be commissioned in 2027 within Permian Basin.

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Select Water Solutions and ISE to commercialize iodine from produced water by 2027

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