Macro Update:
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.
Source: RBN Energy
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