CAT - Booming Natural Gas Volumes: Compression Companies Profit
This report will discuss the macro tailwinds driving the natural gas compression sector, the three main publicly traded companies in that sector, and why we think Archrock (AROC) continues to be the best choice of the three. Although AROC has been very profitable during 2018, I believe there continues to be significant upside remaining.
Macro Tailwinds
A significant part of the reason I was so positive on Archrock and the compression sector in general is because I see a secular shift occurring in North American natural gas production and export. To put it succinctly, while