Archrock, Inc. (AROC) Q1 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425b-5775-7ec3-8be5-8d55c7b4d0bf Created: 2026-08-27T08:34:39.655Z Duration: 2168.738 Channels: 1 00:00:00.000 -- 00:00:02.560 In the Permian, we expect mid single digit 00:00:02.560 -- 00:00:05.120 gas growth supported by rising gas to oil 00:00:05.120 -- 00:00:07.760 ratios and new takeaway later this year. 00:00:09.599 -- 00:00:10.400 Geopolitical 00:00:10.400 -- 00:00:12.960 risk in The Middle East, including Iran related 00:00:12.960 -- 00:00:13.759 volatility, 00:00:14.225 -- 00:00:15.105 reinforces 00:00:15.105 -- 00:00:17.985 the strategic value of U. S. Supply and 00:00:17.985 -- 00:00:21.025 supports tighter global LNG fundamentals. 00:00:22.145 -- 00:00:24.385 Longer term, the outlook is improving. 00:00:25.345 -- 00:00:26.545 The EIA's 00:00:26.545 -- 00:00:29.265 annual energy outlook 2026 00:00:29.310 -- 00:00:31.630 raised its view of U. S. Gas production 00:00:31.630 -- 00:00:33.870 and demand versus last year, 00:00:34.190 -- 00:00:37.870 driven in part by LNG growth and AI 00:00:37.870 -- 00:00:39.470 data center power needs, 00:00:39.790 -- 00:00:42.989 with production projected to rise from 107 00:00:42.989 -- 00:00:45.070 Bcf a day in 2025 00:00:45.515 -- 00:00:48.395 to approximately 133 00:00:48.395 -- 00:00:50.075 Bcf to 151 00:00:50.075 -- 00:00:52.155 Bcf a day by 2050. 00:00:53.434 -- 00:00:56.075 That would represent an increase in natural gas 00:00:56.075 -- 00:00:59.915 production of between 2441%, 00:00:59.915 -- 00:01:02.690 reinforcing our view of a longer term growth 00:01:02.690 -- 00:01:06.450 trajectory for both natural gas production and for 00:01:06.450 -- 00:01:07.250 compression. 00:01:10.770 -- 00:01:12.049 Moving to our segments. 00:01:12.210 -- 00:01:16.665 Cont...