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Apex production is set to rise sharply (again) this winter
Citadel's Haynesville E&P is bringing trader thinking to upstream operations
5 hrs ago
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Amber McCullagh
7
Twin Eagle gives Expand the scale to profit from gas volatility
But capturing that upside takes more risk appetite than the company has yet shown
Aug 4
•
Amber McCullagh
9
July 2026
The credible gas-bull case
Haynesville drilling this year has moved even my mid-$4s Henry Hub view lower
Jul 28
•
Amber McCullagh
16
Who's driving US gas growth? Increasingly, companies that won't tell you
A rig- and frac-based approach to projecting where production is headed
Jul 21
•
Amber McCullagh
9
New England should want more LNG, not pipeline expansions
A 365-day solution is too expensive for a 25-day problem
Jul 14
•
Amber McCullagh
13
Measured Depth at mid-year
What I've learned so far, and three questions I'd like your help answering
Jul 7
•
Amber McCullagh
14
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
2
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
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