$1 ng would be great for EXH. Demand would explode. Public policy would transform with ng costing 1/10th oil and being domestic. This is great news for Exterran but not producers. Don't confuse the two.
Clearly producers are producing plenty. That is what the article said.
Plus we don't care if its coming from storage or wellhead as long as it is being compressed. If anything the need to super-compress limited storage will increase compression demand.
You keep missing the point. Final demand has been increasing and it'll fly at $1. Power generated with NG with be equivalent to the utilities printing money. Think of all the power hungry industry that will return to US and fully utilize their existing plant capacity.
A low price will ensure NG is the fuel of the future.
This boom is great for EXH. Brad will capitalize upon it.