Data is trivia until it tells you what to do.
Three sends a week, each one a different layer of the same question: what should this cost, and who has the leverage in the room. Built from a census of the iron in the ground, the public regulatory record, and the filings the vendors themselves signed.
One subscription, three things.
The should-cost standard for OPEX, argued three days a week and built on assets we counted rather than claims we were given. Every post previews free; the full articles, all three sends, are the paid tier.
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A basin census brief: every compressor set in one basin with operator, vendor where attribution clears the confidence bar, engine family, and build vintage. One basin per issue, every covered basin each quarter.
See The Iron Count →Where the newsletter stops, the reports start: county-level, vendor-by-vendor, unit-count detail under full fact-ledger discipline. Basin Iron Report, Rate Book, Compression Demand Outlook, and Counterparty Report. Anything bespoke routes to custom intelligence.
See Access →The week.
Free is the preview. Paid is the whole thing.
A preview of every post: the headline number, the direction, one chart, and the front of the argument. The Iron Count issues already published stay open in full, so the method is checkable before you pay for it.
Every article whole. Tuesday's commentary complete, Thursday's Iron Count with every table, and Sunday's Counterparty Read with its tables intact. The tier for anyone who negotiates, prices, or sells compression for a living.
What runs across a quarter.
The commentary. One mechanism per issue, taken apart with the numbers attached: what it should cost, and who has the leverage in the room.
The basin census brief: who set the iron, who runs it, what engine, what vintage. One basin per issue, every covered basin each quarter.
One counterparty taken apart, then the leverage read: which terms they can concede, which they will defend, where the book is exposed. Stated for both seats. Vendors when the prints land; E&Ps and other names across the table between them.
Every issue, on the ledger.
Nineteen issues and counting, numbered in order. Every post previews free; the full Tuesday, Thursday, and Sunday articles are $100 a month.
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The Iron Count is the basin count. The Census is the rows underneath it. The newsletter is where both get read.