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Nominally Hedged | A Frac Bid Is an Exact Answer to the Wrong Question
It leaves out how fast the crew pumps, the one number that makes bids comparable. Which we have. Ahead of Q3 RFPs.
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Nominally Hedged: For Want of a Crankshaft
Jun 5
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Ian Myers
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Read the rent roll before your next compression renewal
Jun 23
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Ian Myers
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Nominally Hedged | DJ Basin Analysis: The Basin Nobody Wanted
May 5
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Ian Myers
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Q1 2026 AROC & USAC Deep Dive
Apr 17
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Ian Myers
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Nominally Hedged | The Shapley Value of a Rig Count
What your vendor's regional VP would say if he were candid. We scored the 46 drilling programs behind his confidence.
Jul 7
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Ian Myers
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Nominally Hedged: The Best Bet in the Permian Is Against the Permian
Chevron's twenty-year Microsoft deal is a stack of bets, and the ones on top reprice decisions all the way down. We follow one to where it lands.
Jun 30
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Ian Myers
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Read the rent roll before your next compression renewal
Nominally Hedged is Kalibr Partners' briefing on what oil and gas actually costs: every category, CAPEX to OPEX, proprietary data systems, interpreted…
Jun 23
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Ian Myers
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Nominally Hedged | Cheap Talk
A £60 fuel surcharge, a 1982 paper that explains your vendor's last price increase, and the model that turns a good story back into arithmetic.
Jun 16
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Ian Myers
12
2
Nominally Hedged: For Want of a Crankshaft
The compression industry’s engine problem isn’t a Caterpillar problem. It’s a metallurgy problem, and it’s not getting better for three years.
Jun 5
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Ian Myers
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Nominally Hedged: The Denominator
Harold Hotelling’s 95-year-old theory, Devon’s $2.63 billion answer, and the four strategies left when the rock runs out.
May 27
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Ian Myers
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Nominally Hedged | Q1 2026 Earnings Intelligence: NGS + Flowco Deep Dive
Two vendors posted their best quarters ever. Both immediately told Wall Street not to believe it. We took them at their word.
May 22
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Ian Myers
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Kalibr Nominally Hedged
Compression market intelligence for O&G. Pricing and uptime benchmarks, vendor health scores, and contract timing — by former O&G engineering executives. Less than the cost of an O-ring per well. Expensable to LOE or your AFE.
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