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The Iron Count, No. 3 | The Mid-Continent Compression Report
The basin that runs on machines older than shale
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Nominally Hedged: For Want of a Crankshaft
Jun 5
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Read the rent roll before your next compression renewal
Jun 23
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Nominally Hedged | DJ Basin Analysis: The Basin Nobody Wanted
May 5
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Q1 2026 AROC & USAC Deep Dive
Apr 17
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The best uncertainty managers in American industry, seated at the one table where they can see the deck, decline to play a hand
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The Counterparty Read | Archrock Q2 2026 Deep Dive
Archrock just traded its rate story for duration. Your renewal is next.
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The Iron Count | The Eagleford Compression Report
The fastest-growing basin in the count, one compressor at a time. Free, in full.
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Nominally Hedged | The Gallon Nobody Audited
The lube suppliers told investors one story and put another in the price letter. Both are true, which is the problem.
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The Counterparty Read: KGS Q2 2026 Deep Dive
The strongest compression print of the season, read for the only thing worth reading it for: the places your leverage survives it.
Aug 16
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The Counterparty Read: USA Compression Q2 2026 Deep Dive
A user's guide to USAC's second quarter: the number that collapsed, the number that froze, and what both are worth at the table, whether you're renewing…
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The Iron Count, No. 1: The Permian Compression Report
Your vendor knows every rate in the basin; you know yours. Kalibr ends that. Free, in full.
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Kalibr Nominally Hedged
Kalibr Partners' briefing on what oil and gas actually costs, whichever side of the table you sit on. The should-cost standard for OPEX, argued weekly, with the data underneath it.
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