Measured Depth
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Measured Depth at mid-year
What I've learned so far, and three questions I'd like your help answering
Jul 7
•
Amber McCullagh
13
June 2026
The last throes of sub-zero Waha
Permian gas production will keep growing, but it'll take gas-focused activity to fill all this new takeaway capacity
Jun 30
10
How much Permian gas is curtailed right now?
Answering the most important question in the market first requires understanding where we are today
Jun 23
•
Amber McCullagh
10
1Q26 earnings: The growing power-backed pipeline project queue
What TC's Appalachia Supply Project likely looks like, and where gas to feed DTM's MIST could come from
Jun 16
•
Amber McCullagh
12
1Q26 earnings: Antero's transition to dry gas
Which pipeline capacity will it let go, and which companies could it buy to backfill its FT?
Jun 9
•
Amber McCullagh
13
1Q26 earnings: Midstream operators don't expect Permian takeaway capacity to fill
So why is the market suddenly so bullish on Permian gas growth?
Jun 2
•
Amber McCullagh
10
May 2026
In 2026, Constitution alone doesn't solve anyone's problems
Accessing constrained markets requires building an even more difficult downstream project
May 26
8
What the demand surface reveals about coal-gas competition
Why gas-price elasticity is gone on low-demand days, and why more granular analysis shows underlying structural strength
May 19
8
Coal gas competition is changing, but the standard view doesn't see it
In the shale era, gas has taken 17 Bcfd of market share from coal in power generation, driven by both coal retirements and falling gas prices.
May 12
•
Amber McCullagh
14
2
Range Resources: Great rocks, no good options to bulk up
Why scale matters in Appalachia, and why Range's best path probably runs through EQT or Expand
May 5
•
Amber McCullagh
10
2
April 2026
Not as loose as it looks
How the record 2026 solar buildout is biasing the weekly supply-demand balance — and how that effect will change through the year
Apr 28
•
Amber McCullagh
9
The weekly supply-demand balance's blind spot
Rising gas-fired generation is breaking backward-looking models
Apr 21
10
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