Kalibr Nominally Hedged

Kalibr Nominally Hedged

Nominally Hedged | Nominally Rated
The logo slide is the collateral now. Five oilfield companies are borrowing against their customers' ratings to build power, and two might be paying for…
 • Ian Myers
The Counterparty Read | NGS Q2 2026 Deep Dive
GS bought 87,233 horsepower, raised its revolver, and let a fifth of its own fleet slide onto month-to-month paper. Then its chief executive said what…
 • Ian Myers
The Counterparty Read | FlowCo Q2 2026 Deep Dive
Flowco’s compression fleet stopped growing and its price went up. The vendor also told the street its contracts don’t let it pass lube costs through…
 • Ian Myers
Nominally Hedged | Nominally Sold
Private equity found a buyer for its oil and gas companies: private equity. What the buyer-seller is now paid to do, and who should be selling to it.
 • Ian Myers
The Counterparty Read | Northeast Compression Report (Marcellus / Utica)
Half of Appalachia's new horsepower is turbines
 • Ian Myers
Nominally Hedged | Nominally Equity
ONEOK just raised $9 billion that never matures, never votes, caps at 7.0%, and counts as equity twice.
 • Ian Myers
The Counterparty Read | Your Compression Contract Is an AI Trade (Contract Guidance Pt. 2)
The vendor’s floor rests on Caterpillar’s queue, and the queue belongs to the data-center build. We assigned the probabilities
 • Ian Myers
The Iron Count, No. 3 | The Mid-Continent Compression Report
The basin that runs on machines older than shale
 • Ian Myers
Nominally Hedged | Corporate Cognitive Dissonance
The best uncertainty managers in American industry, seated at the one table where they can see the deck, decline to play a hand
 • Ian Myers
The Counterparty Read | Archrock Q2 2026 Deep Dive
Archrock just traded its rate story for duration. Your renewal is next.
 • Ian Myers
The Iron Count | The Eagleford Compression Report
The fastest-growing basin in the count, one compressor at a time. Free, in full.
 • Ian Myers
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.
 • Ian Myers
Kalibr Nominally Hedged
Kalibr Nominally Hedged
What oil and gas costs, argued at length every two weeks by the engineers who ran the assets, built the data and run the negotiation. Free in full.
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Kalibr Nominally Hedged

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