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Vulcan Monthly Update: The 860M Summary View More
Vulcan Monthly Update: The 860M Summary
Beyond the Visual: Confirming Energization with Thermal Intelligence View More
Beyond the Visual: Confirming Energization with Thermal Intelligence
Power Market ISO 2026 Summer Analysis – Data Center & Generation View More
Power Market ISO 2026 Summer Analysis - Data Center & Generation
Vulcan Monthly Update: The 860M Summary

Vulcan Monthly Update: The 860M Summary

January 30, 2026 READ MORE
Beyond the Visual: Confirming Energization with Thermal Intelligence

Beyond the Visual: Confirming Energization with Thermal Intelligence

January 27, 2026 READ MORE
Power Market ISO 2026 Summer Analysis - Data Center & Generation

Power Market ISO 2026 Summer Analysis – Data Center & Generation

January 21, 2026 READ MORE
Paper GWs vs. Real Progress: The Growing Shortfall in Data Center Build-Outs

Paper GWs vs. Real Progress: The Growing Shortfall in Data Center Build-Outs

January 8, 2026 READ MORE
Vulcan Holiday Update: Expanded Data Center Coverage

Vulcan Holiday Update: Expanded Data Center Coverage

December 23, 2025 READ MORE
Vulcan Providing Critical Equity Insights for Data Center Development

Vulcan Providing Critical Equity Insights for Data Center Development

December 19, 2025 READ MORE
Vulcan Agent Solves the Timeline Mystery

Vulcan Agent Solves the Timeline Mystery

December 12, 2025 READ MORE
Vulcan Weekly Research – Stargate Progress & 860M update

Vulcan Weekly Research – Stargate Progress & 860M update

December 10, 2025 READ MORE
Corpus Christi Stage 3: Vulcan Thermal Survey Confirms Continued Flaring at Train 3, Construction signs for Train 4

Corpus Christi Stage 3: Vulcan Thermal Survey Confirms Continued Flaring at Train 3, Construction signs for Train 4

December 2, 2025 READ MORE
Coal Retirements: EIA's 2025 Figures Look Overstated

Coal Retirements: EIA's 2025 Figures Look Overstated

November 26, 2025 READ MORE
Theia Akademic Gubkin

Theia Akademic Gubkin

November 20, 2025 READ MORE
China's Strategic Energy Pivot: The Divergence from U.S. LNG and the Rise of Domestic Production

China's Strategic Energy Pivot: The Divergence from U.S. LNG and the Rise of Domestic Production

October 7, 2025 READ MORE
Seeing Through the Flare: The Truth About Corpus Christi Train 3

Seeing Through the Flare: The Truth About Corpus Christi Train 3

September 23, 2025 READ MORE
The Week in Energy: A Data-Driven Look at NG Shut-Ins, Pipeline Maintenance, and Global LNG (redacted for prospects)

The Week in Energy: A Data-Driven Look at NG Shut-Ins, Pipeline Maintenance, and Global LNG (redacted for prospects)

September 5, 2025 READ MORE
Theia: Year in Review 2024

Theia: Year in Review 2024

July 24, 2025 READ MORE
Rigged Expectations: What Activity Data Says About Capex Plans

Rigged Expectations: What Activity Data Says About Capex Plans

April 29, 2025 READ MORE
Why EIA’s DUC Counts May Be Misleading: A Real-Time Alternative

Why EIA’s DUC Counts May Be Misleading: A Real-Time Alternative

April 21, 2025 READ MORE
The Inception of Russia’s LNG Ghost Fleet

The Inception of Russia’s LNG Ghost Fleet

April 10, 2025 READ MORE
2024 Sea Change in LNG Routes

2024 Sea Change in LNG Routes

January 29, 2025 READ MORE
The first significant test for the G7 crude Price Cap

The first significant test for the G7 crude Price Cap

July 18, 2023 READ MORE
What’s Really Going on in the Permian?

What’s Really Going on in the Permian?

July 17, 2023 READ MORE
Actionable Intelligence: The Ground Truth Behind The Data

Actionable Intelligence: The Ground Truth Behind The Data

July 5, 2023 READ MORE
The Haynesville Decline is Real…and it may just be getting started

The Haynesville Decline is Real…and it may just be getting started

June 15, 2023 READ MORE
Oil spill Russian Roulette on the high seas

Oil spill Russian Roulette on the high seas

June 15, 2023 READ MORE
Dark Shipping: Theia- Maritime Domain Intelligence

Dark Shipping: Theia- Maritime Domain Intelligence

May 19, 2023 READ MORE
FASTER DATA & OTHER IMPROVEMENTS

FASTER DATA & OTHER IMPROVEMENTS

May 15, 2023 READ MORE
HIGHER THAN EXPECTED HAYNESVILLE PRODUCTION

HIGHER THAN EXPECTED HAYNESVILLE PRODUCTION

May 12, 2023 READ MORE
Q1 2023 EARNINGS GUIDANCE UPDATES FROM THE DRILLERS & FRACKERS

Q1 2023 EARNINGS GUIDANCE UPDATES FROM THE DRILLERS & FRACKERS

May 1, 2023 READ MORE
Dark Shipping: Environmental Threat

Dark Shipping: Environmental Threat

April 24, 2023 READ MORE
OFOs & SEASONAL FRAC CREWS

OFOs & SEASONAL FRAC CREWS

April 21, 2023 READ MORE
The Marine Insurer. Issue 13 April 2023

The Marine Insurer. Issue 13 April 2023

April 20, 2023 READ MORE
NG PIPELINE MAINTENANCE SEASON

NG PIPELINE MAINTENANCE SEASON

April 14, 2023 READ MORE
AIS Spoofing Report – TIFANI

AIS Spoofing Report – TIFANI

April 14, 2023 READ MORE
GET LONG NATURAL GAS FUTURES TODAY? STEEP CONTANGO GETS IN THE WAY!

GET LONG NATURAL GAS FUTURES TODAY? STEEP CONTANGO GETS IN THE WAY!

April 7, 2023 READ MORE
RAPTOR TRACKER

RAPTOR TRACKER

April 1, 2023 READ MORE
NATURAL GAS FORWARD CURVE: RECORD HIGH CONTANGO, BEARISH 2023, BULLISH 2024

NATURAL GAS FORWARD CURVE: RECORD HIGH CONTANGO, BEARISH 2023, BULLISH 2024

March 31, 2023 READ MORE
NORTHEAST NATURAL GAS PRODUCTION SET TO DROP YEAR-ON-YEAR IN 2023

NORTHEAST NATURAL GAS PRODUCTION SET TO DROP YEAR-ON-YEAR IN 2023

March 17, 2023 READ MORE
PRIVATE RIGS FALLING MORE THAN PUBLIC RIGS

PRIVATE RIGS FALLING MORE THAN PUBLIC RIGS

March 10, 2023 READ MORE
HAYNESVILLE RIGS SET TO DECLINE

HAYNESVILLE RIGS SET TO DECLINE

March 3, 2023 READ MORE
COAL V NATURAL GAS: A DEEPER UNDERSTANDING OF SWITCHING

COAL V NATURAL GAS: A DEEPER UNDERSTANDING OF SWITCHING

February 23, 2023 READ MORE
FRACK CREWS & RIGS ARE MOSTLY UNAFFECTED BY MUCH LOWER NATURAL GAS PRICES

FRACK CREWS & RIGS ARE MOSTLY UNAFFECTED BY MUCH LOWER NATURAL GAS PRICES

February 17, 2023 READ MORE
WHICH PUBLIC PRODUCERS WILL OUTPERFORM OR UNDERPERFORM?

WHICH PUBLIC PRODUCERS WILL OUTPERFORM OR UNDERPERFORM?

February 10, 2023 READ MORE
DRILLERS & FRACKERS NOT FAZED BY MUCH LOWER NATURAL GAS PRICES, IT’S MOSTLY ABOUT OIL

DRILLERS & FRACKERS NOT FAZED BY MUCH LOWER NATURAL GAS PRICES, IT’S MOSTLY ABOUT OIL

February 3, 2023 READ MORE
FREEZE-OFF FORECAST IN EARLY FEBRUARY REVISED MUCH LOWER DUE TO MUCH WARMER WEATHER FORECASTS

FREEZE-OFF FORECAST IN EARLY FEBRUARY REVISED MUCH LOWER DUE TO MUCH WARMER WEATHER FORECASTS

January 30, 2023 READ MORE
ANOTHER ROUND OF PRODUCTION FREEZE-OFFS

ANOTHER ROUND OF PRODUCTION FREEZE-OFFS

January 27, 2023 READ MORE
PERMIAN NATURAL GAS PENDING DOOM

PERMIAN NATURAL GAS PENDING DOOM

January 20, 2023 READ MORE
PRODUCTION SHUT-IN TIMES ARE ON OUR MINDS

PRODUCTION SHUT-IN TIMES ARE ON OUR MINDS

January 13, 2023 READ MORE
UNHEDGED NATURAL GAS PRODUCERS

UNHEDGED NATURAL GAS PRODUCERS

January 7, 2023 READ MORE
SYNMAX FREEZE-OFF FORECAST UPDATE

SYNMAX FREEZE-OFF FORECAST UPDATE

December 30, 2022 READ MORE
A SHIFT TO MORE INTRASTATE NATURAL GAS PIPELINES

A SHIFT TO MORE INTRASTATE NATURAL GAS PIPELINES

December 16, 2022 READ MORE
LONG-TERM PRODUCTION FORECAST MODEL

LONG-TERM PRODUCTION FORECAST MODEL

December 9, 2022 READ MORE
COMSTOCK FINDS A POTENTIALLY NEW BASIN

COMSTOCK FINDS A POTENTIALLY NEW BASIN

December 2, 2022 READ MORE
RAILROAD STRIKE: EFFECTS ON NATURAL GAS DEMAND & PRODUCTION

RAILROAD STRIKE: EFFECTS ON NATURAL GAS DEMAND & PRODUCTION

November 25, 2022 READ MORE
FRACKING ACTIVITY INCREASING IN NOVEMBER

FRACKING ACTIVITY INCREASING IN NOVEMBER

November 18, 2022 READ MORE
US NATURAL GAS STORAGE: UNDER INVESTED & UNDERVALUED? PART 2

US NATURAL GAS STORAGE: UNDER INVESTED & UNDERVALUED? PART 2

November 11, 2022 READ MORE
A LEADING INDICATOR FOR PRODUCER GUIDANCE

A LEADING INDICATOR FOR PRODUCER GUIDANCE

November 4, 2022 READ MORE
THE OUTLOOK FROM FRACKERS & DRILLING SERVICE COMPANIES

THE OUTLOOK FROM FRACKERS & DRILLING SERVICE COMPANIES

October 28, 2022 READ MORE
WINTER IS COMING – EPISODE 1: US NORTHEAST

WINTER IS COMING – EPISODE 1: US NORTHEAST

October 21, 2022 READ MORE
A TALE OF TWO PRODUCERS – PRIVATE & PUBLIC

A TALE OF TWO PRODUCERS – PRIVATE & PUBLIC

October 14, 2022 READ MORE
US NATURAL GAS STORAGE: UNDER INVESTED & UNDERVALUED?

US NATURAL GAS STORAGE: UNDER INVESTED & UNDERVALUED?

September 23, 2022 READ MORE
AN UNEXPECTED SOURCE OF US SUPPLY INCREASE: ETHANE REJECTION

AN UNEXPECTED SOURCE OF US SUPPLY INCREASE: ETHANE REJECTION

September 16, 2022 READ MORE
Hyperion Market Update (09/09/2022)

Hyperion Market Update (09/09/2022)

September 9, 2022 READ MORE
Hyperion Market Update (08/26/2022)

Hyperion Market Update (08/26/2022)

August 26, 2022 READ MORE
Q2 PUBLIC FRC CREW GUIDANCE

Q2 PUBLIC FRC CREW GUIDANCE

August 19, 2022 READ MORE
THE BOOM AND BUST OF PRODUCER DISCIPLINE

THE BOOM AND BUST OF PRODUCER DISCIPLINE

July 22, 2022 READ MORE
LOOK OUT ABOVE! THE CASE FOR THE FRAC CREW CEILING

LOOK OUT ABOVE! THE CASE FOR THE FRAC CREW CEILING

July 15, 2022 READ MORE