THE GAS GAUGE
an Orrerie publication · The natural-gas complex through a risk and reliability lens
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Briefing
THM-0001 · 2026-06-12 · ~6 pp
The Gas Gauge Briefing — June 2026
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Flagship
THM-0002 · 2026-06-12 · ~9 pp
US LNG's Next Wave: Capacity, Contracts and the Gas Balance
How the second wave of liquefaction capacity reshapes the US gas balance, Henry Hub, and the global market to 2030
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