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Who is still backstopping US LNG?
The buyers, contracts, and balance sheets behind 2025 FIDs
Dec 19
•
Amber McCullagh
9
Now is the wrong time to be contracting for US LNG
The global market can't support prices high enough to deliver returns
Dec 16
•
Amber McCullagh
11
1
Global gas oversupply unlikely to shut in US LNG — but Henry Hub prices might
Price-sensitive demand is likely to absorb medium-term oversupply. The bigger threat to US LNG utilization is a cold winter and $5+ Henry Hub.
Dec 12
•
Amber McCullagh
10
2
1
Antero’s HG deal resets the Appalachia playbook
What the deal signals for rich gas, dry gas, and the next phase of Appalachian growth
Dec 9
•
Amber McCullagh
10
5
The nat-gas conversation is shifting: These three reports show why
Permian non-associated gas, the latest case for Constitution, and how LNG and power growth could upset the apple cart
Dec 5
•
Amber McCullagh
18
1
The new buyers behind long-haul gas pipelines
After years of free-riding, LNG developers and power generators are beginning to underwrite interstate capacity
Dec 2
•
Amber McCullagh
10
November 2025
The three schools of thought on US LNG
The widening split in how North American operators are approaching the next LNG wave
Nov 25
•
Amber McCullagh
13
4
Why the stakes in US LNG are so high
The economics behind the accelerating pace of FIDs
Nov 21
•
Amber McCullagh
11
3
Why I'm bullish on Henry Hub
The market still sees persistent oversupply as the natural state of U.S. gas, but the underlying forces have reversed
Nov 18
•
Amber McCullagh
22
5
The other hardest part of building a new pipeline
Permitting is only half the story — the commercial model broke first
Nov 14
•
Amber McCullagh
12
1
1
Who ends up with Coterra's Marcellus asset?
This comes down to more than just rock quality
Nov 11
•
Amber McCullagh
15
Building better tools for gas market analysis
What you can expect from this publication
Nov 7
•
Amber McCullagh
10
1
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