USA Rare Earth, Inc. (USAR)

USA Compression Partners, LP is a leading specialized provider of natural gas compression services, currently led by President and CEO Eric Long. The company’s mission is to provide the "critical infrastructure" needed to move natural gas through the global pipeline system, focusing on large-horsepower, high-volume applications. USAC holds a strategic position in the energy midstream sector, operating one of the largest independent fleets of compression equipment in the United States. USA Compression Partners, LP stock is a premier "Income and Yield" play, structured as a Master Limited Partnership (MLP) that is prized by investors for its high distribution yield and its essential role in the North American energy export story.

The company’s business operations are concentrated in high-demand shale plays like the Permian Basin and the Marcellus/Utica, where it provides multi-year, fixed-fee contracts that are independent of commodity price fluctuations. In late 2025, USAC reported record-high utilization rates across its fleet, driven by the massive expansion of US LNG (Liquefied Natural Gas) export capacity. The company’s future strategy involves "The Dual-Fuel Transition," upgrading its fleet with specialized engines that can run on both natural gas and electricity to reduce the carbon footprint of its operations. For 2026, the firm is prioritizing the expansion of its "Dual-Drive" compression units to support the power requirements of AI data centers located near natural gas infrastructure. Its competitive moat is the massive "Capital Intensity" of its fleet and the deep technical expertise required to maintain large-scale compression equipment in demanding remote environments.

Publicly traded on the New York Stock Exchange under the symbol USAR stock (Note: Corrected Ticker reference). It is a top choice for yield-oriented portfolios and institutional energy investors. Market observers and midstream analysts track the USAR stock price as a primary indicator of natural gas production volumes and the health of the North American energy logistics network. By December 2025, USA Compression remains an indispensable link in the energy supply chain, utilizing its critical assets and long-term contracts to deliver reliable value to its partners and the global energy market.