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The Forecast Room.
theforecastroom.com
RECIPROCATING ENGINE & GAS COMPRESSION
Reciprocating Engine & Gas Compression Intelligence
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Partner Company Indicators

Stock prices via Yahoo Finance. Backlog and revenue updated quarterly. Sentiment AI-generated on demand.

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Partner Sentiment
AI
Run Partner Sentiment to generate signals per company.
Order Backlog and Revenue — Most Recent Quarter
Partner Company Summary
AI-generated summary of OEM partner conditions and what they signal for component demand.
Press "Partner Summary" for an AI-generated briefing on OEM partner health and demand signals.

Economic Indicators — Reciprocating Engine & Gas Compression

Live data from EIA. WTI crude, Henry Hub, gas and oil production. Refreshes on page load.

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Key Demand Indicators
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Indicator Signals
AI
Run the Year-over-Year Summary to populate indicator signals.
Year-over-Year Industry Summary
Calendar year comparison — current year vs. prior year. AI-generated from live indicator data.
Press "Year-over-Year Summary" to get a structured year-over-year analysis comparing current market conditions against the prior calendar year across all key demand indicators for the reciprocating engine and gas compression segment.
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Run the digest to synthesize today's feed into demand planning signals.
Not yet generated
Run weekly for a structured market briefing across all turbine segments.

About This Dashboard

This is a personal market intelligence tool for tracking demand signals in the reciprocating engine and gas compression segment. It pulls live news feeds, government economic data, and OEM partner financials into one view, and uses Claude (Anthropic) to surface demand implications on demand. All AI content is generated manually and is not visible to other users until shared.

Tab 1 — Partner Companies

Tracks five major OEM partners in the reciprocating engine segment: Caterpillar (NYSE: CAT), Rolls-Royce Power Systems (London: RR.L), Cummins (NYSE: CMI), Baker Hughes (NYSE: BKR), and Wabtec (NYSE: WAB). Stock price charts pull 12 months of weekly close data via Yahoo Finance through the server proxy. Backlog and revenue figures are updated manually each earnings cycle. The Partner Sentiment button generates one-sentence demand signals per company. The Partner Summary button generates a full structured briefing on OEM health and component demand outlook.

Tab 2 — Economic Indicators

Five live charts sourced from the U.S. Energy Information Administration Open Data API. Data refreshes on every page load. Charts display up to 3 years of history with one line per calendar year overlaid on a January through December axis. The Indicator Signals card populates automatically when the Year-over-Year Summary is run. The Year-over-Year Summary compares current calendar year averages against the prior year and produces a structured six-section analysis focused on oil and gas production, compression demand, and engine utilization trends.

Economic Indicator Sources

Tab 3 — Scored Feed

Six news panels pulling live headlines via Google News RSS, fetched server-side through proxy.php. Panels cover OEM activity (Cat, Rolls-Royce, Cummins), Gas Compression, Oil and Gas, EIA Today in Energy, Rail and Marine, and Biogas and Alternative Fuels. The Score with AI button sends all headlines to Claude and returns a 1 to 10 relevance score with a one-line demand implication per headline.

News Feed Sources

AI Scoring Guide

Tab 4 — Daily Digest

Synthesizes all six news panels into 6 to 8 demand planning bullets, each tagged by signal type. Run daily or before any planning review. Tags used: OEM DEMAND, NATURAL GAS, GAS COMPRESSION, OIL AND GAS, RAIL/MARINE, BIOGAS, POLICY, RISK, TAILWIND.

Tab 5 — State of Industry

Generates a structured multi-section market briefing covering Gas Compression Outlook, OEM Activity, Oil and Gas Markets, Infrastructure and Midstream, Risks, and a net Demand Signal. Written in plain prose. Best run weekly or before a monthly review cycle.

Usage Tips

Market Outlook — Reciprocating Engine & Gas Compression

Historical actuals from EIA monthly data. Projections from EIA Annual Energy Outlook 2026 (AEO2026), published April 8, 2026. Counterfactual Baseline with high/low scenario band.

U.S. Dry Natural Gas Production — Historical & AEO2026 Projection (Bcf/day)
What this measures: Annual average U.S. dry natural gas production — the primary driver of new compression infrastructure, gathering system buildouts, and reciprocating engine demand across upstream and midstream markets.
Historical (EIA) AEO2026 Baseline High/Low Range
Source: EIA Natural Gas Monthly (historical) · EIA AEO2026 Counterfactual Baseline (projection) · Published April 8, 2026
U.S. LNG Export Capacity & Production Growth (Bcf/day)
What this measures: LNG export volumes represent incremental gas demand that flows back through the production and compression chain — each new LNG terminal requires sustained upstream compression infrastructure investment.
Source: EIA STEO + AEO2026 · LNG export capacity growing from 15.1 Bcf/d (2025) to 27.7 Bcf/d projected by 2030
AEO2026 DEMAND SIGNAL — RECIPROCATING ENGINES & GAS COMPRESSION
2025 Production
107 Bcf/d
U.S. dry gas production
2030 Projection
115–125 Bcf/d
Baseline to High O&G Supply case
Signal through 2030
↑ POSITIVE
LNG export buildout + production growth drives compression demand
AEO2026 projects U.S. dry natural gas production rising from 107 Bcf/d in 2025 to 133–151 Bcf/d by 2050 across most cases. The near-term driver through 2030 is LNG export infrastructure — EIA projects U.S. LNG export capacity nearly doubling from 15.1 Bcf/d in 2025 to 27.7 Bcf/d by 2030, all of which requires sustained upstream gathering compression and midstream pipeline compression investment. For reciprocating engine and compression component suppliers, the LNG build cycle represents a more durable demand signal than domestic gas prices alone, because export commitments create multi-year contracted infrastructure programs.