
A Substack providing independent, data-driven analysis of North American natural gas markets
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 44 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||

A 365-day solution is too expensive for a 25-day problem
Every winter, high natural gas prices in New England become a favorite industry talking point: how bananas it is that people so close to prolific Appalachian gas supplies pay some of...
Happy (belated) 4th of July to all who celebrate! In honor of the long weekend and America’s 250th birthday — which I’m celebrating with my family in a national park — I wanted to step back from power generation and Permian production forec...
Permian gas production will keep growing, but it'll take gas-focused activity to fill all this new takeaway capacity
Over the five-year period from the third quarter of 2021 to the third quarter of 2026, only ~4.3 Bcfd of new Permian takea...
Answering the most important question in the market first requires understanding where we are today
The pace of Permian pipeline capacity under construction is unprecedented — but so too are Waha prices this spring, suggesting excessive cu...
What TC's Appalachia Supply Project likely looks like, and where gas to feed DTM's MIST could come from
This is the third in a series digging into the most interesting topics from 1Q26 earnings season. Last week, I covered Antero’s continu...
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The writers behind this newsletter.
Publisher of Measured Depth, featuring data-driven natural gas market analysis
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