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On a macro level every indication is "the compression sector (remains) on fire." All three compression companies - Archrock (AROC), USA Compression (USAC) and Compressco (CCLP) - have indicated strong ongoing leasing demand at 20%-plus return on capital margins.
Domestic demand remains strong. LNG exports are expected to increase sharply as we progress through the year.
DUCs (Drilled by Uncompleted Wells) in the Permian have skyrocketed to more than 4,000 in anticipation of logistics coming online. Eagle Ford and the Anadarko/Woodford/Scoop/Stack