Archive - Measured Depth

The Solutide FID doesn't have to mean 16 Bcfd of Permian growth

If this project is so sorely needed, why aren't two of WhiteWater's Matterhorn JV partners participating?

Aug 18 • Amber McCullagh

Apex production is set to rise sharply (again) this winter

Citadel's Haynesville E&P is bringing trader thinking to upstream operations

Aug 11 • Amber McCullagh

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

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

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

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

Measured Depth at mid-year

What I've learned so far, and three questions I'd like your help answering

Jul 7 • Amber McCullagh

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

How much Permian gas is curtailed right now?

~1.2 Bcfd likely still shut in, down from a ~2.3 Bcfd April peak, after GCX expansion and slowing completions

Jun 23 • Amber McCullagh

1Q26 earnings: The growing power-backed pipeline project queue

DTM's MIST and TC's Appalachia Supply Project extend the data-center-driven buildout — with implications from Appalachia to the Rockies

Jun 16 • Amber McCullagh

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

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

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