Full Spectrum: Gas Compression

Description

Full Spectrum: Gas Compression 523 pages. 32 parts. 5 findings.

An institutional volume on the machine that moves the gas. Demand and whether it is real, history and where the boundaries sit, gas physics and thermodynamics, equipment selection and the operating envelope, reciprocating and centrifugal and specialist architecture, drivers and electrification, systems and components and the valve problem, materials and forgings, packaging and factory capacity, and station development. Then the seven duties the machine actually performs, from wellhead and gas lift through gathering and processing, transmission, storage, LNG and marine export, refining and petrochemicals, to the energy transition duties. Then how it runs: operations, the aftermarket, safety, standards and permitting, business models, unit economics, market sizing, the supply chain, geography, financial performance, the forecast, risks and what to do about it. Includes a roster of 29 companies across the chain, each with what it discloses and what it refuses to.

The reference workbook. 11 tabs. Built to be used rather than read. A specification table covering every compressor frame published by a manufacturer, a duty reference of 44 entries across the seven duties, an installed base component build, the fleet disclosures of the four contract compression houses set side by side on their own definitions, a regulatory clock register, a geography block, the company roster and a gaps register. Three working calculators: compression power, stage count and driver sizing. Just over 200 source lines, every one of them free and public.

The forecast model. 12 tabs. 2026 to 2035. A bottom up United States model in horsepower first and dollars second, built from FERC Form 2 Schedule 66 station level data rather than from a fleet aggregate. Interstate transmission, field gathering and boosting and gas lift, and underground storage are carried separately. Conservative, Base and Upside are computed side by side rather than toggled. Every driver is an input you can change, and the model recomputes.

You receive: the volume as a PDF and as a PowerPoint, the reference workbook, and the forecast model.