Kalibr Compression

Kalibr Compression

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Nominally Hedged: The Supply Side Read the Book

Q1 2026 Compression Earnings: Lead Times, Leverage, and the End of Buyer's Markets
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Nominally Hedged | The Capital Stack Is The Counterparty
Blue Owl’s liquidity problem, David Bowie’s bond portfolio, and the financing structure quietly reshaping how oil and gas assets get bought, sold, and…
 • Ian Myers
Nominally Hedged | DJ Basin Analysis: The Basin Nobody Wanted
Turns out you can't rationalize geology
 • Ian Myers
Nominally Hedged: Enerflex, NGS and Flowco Deep Dives
Devon Energy can call any compression vendor in the Permian and get a yes. They called the one with 563,000 horsepower.
 • Ian Myers
Nominally Hedged - 4.19.2026 | The Problem With Winning
In which Kodiak walks through a $675 million door, the leverage ceiling does not move, the dividend does not move, and we find the one thing that does.
 • Ian Myers
Q1 2026 AROC & USAC Deep Dive
There is a moment in every market cycle when one participant says the quiet part out loud. In compression, that moment was February 25.
 • Ian Myers
The Quarterly + Kodiak Gas Services Deep Dive
Your vendor is competing for the same Caterpillar engines as Microsoft's next data center. Microsoft is winning.
 • Ian Myers
Nominally Hedged | Someone Else's Yes
When SLB says no to legacy ESPs, those alternatives do not vanish. They become available to everyone around you. Including your compression market.
 • Ian Myers
Kalibr Compression
Kalibr Compression
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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