Archrock Will Be An Industry Leader In Natural Gas Compression
AROCArchrock(AROC) Seeking Alpha·2024-05-10 03:41
esemelweThesis The US natural gas industry has been in growth mode for over a decade. Accommodating this growth requires extensive infrastructure and capital investment. The most discussed infrastructure topics for natural gas are pipelines or export terminals. What does not get discussed, is the compression equipment market that supplies the equipment necessary to send the molecules down the pipe. This is a niche market with only three significant suppliers, all of which are nearly maxed out in terms o ...