Measured Depth
Subscribe
Sign in
Home
Projects and other services
Archive
About
Latest
Top
Discussions
Pipe scrapes can't tell you how much Permian gas froze off
Three reasons scrape-based production models break down during market disruptions
Feb 3
•
Amber McCullagh
14
2
January 2026
Who holds US LNG options, and who cashed them in?
Cheniere, Shell likely turned options into tens of millions, while Venture Global made only small cuts
Jan 27
•
Amber McCullagh
18
4
Which coal plants actually retire in 2026?
A unit-by-unit assessment reveals most of the scheduled retirements won't happen this year
Jan 20
9
1
The end of the coal retirements tailwind
Why winter reliability is reshaping the coal-to-gas outlook
Jan 13
•
Amber McCullagh
15
2
1
The CC backlog is bullish for gas demand
What the growth since 2019 tells us about the next five years
Jan 6
•
Amber McCullagh
9
2
December 2025
How I think about being an analyst
Models, heuristics, and conviction — and why I'm skeptical of gas production scrapes
Dec 23, 2025
•
Amber McCullagh
14
3
Who is still backstopping US LNG?
The buyers, contracts, and balance sheets behind 2025 FIDs
Dec 19, 2025
11
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, 2025
•
Amber McCullagh
12
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, 2025
•
Amber McCullagh
11
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, 2025
•
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, 2025
•
Amber McCullagh
20
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, 2025
12
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
