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The Iron Count, No. 3 | The Mid-Continent Compression Report
The basin that runs on machines older than shale
Aug 27
•
Ian Myers
2
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
Aug 25
•
Ian Myers
3
The Counterparty Read | Archrock Q2 2026 Deep Dive
Archrock just traded its rate story for duration. Your renewal is next.
Aug 23
•
Ian Myers
1
The Iron Count | The Eagleford Compression Report
The fastest-growing basin in the count, one compressor at a time. Free, in full.
Aug 20
•
Ian Myers
2
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.
Aug 18
•
Ian Myers
2
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
•
Ian Myers
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…
Aug 13
•
Ian Myers
1
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.
Aug 12
•
Ian Myers
2
Nominally Hedged | KGS & The Turbine Queue: Kodiak's Billion Dollar Power Bet
Kodiak said no to everything for a decade, and it worked. Then it bought a billion dollars of turbine slots with no customer attached. The likely winner…
Aug 11
•
Ian Myers
1
Nominally Hedged | Graded on a Curve
Every operator benchmarks LOE against peers who have no standard either. Kalibr repositioned to be the standard: should-cost models on a compression…
Aug 4
•
Ian Myers
1
July 2026
Nominally Hedged: Targeting the Capital Stack
Somewhere in the oil patch is an operator whose bond documents pay your compression invoice first and its own management seventh. This is a manual for…
Jul 21
•
Ian Myers
10
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.
Jul 14
•
Ian Myers
8
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