RBN’s Daily Energy Blog and Insights sharpen your energy IQ through fundamentals-based analysis that makes sense of North America’s energy market dynamics.
Over the past 16 years, BP has undergone multiple restructurings of its upstream portfolio, interrupted by a shift to — and then from — one of the sector’s most ambitious energy transition strategies. Today, we chronicle the evolution of one of the industry’s most significant integrated companies.
The Haynesville is the nation’s #3 natural gas producer, and close to most of the U.S.’s LNG export capacity. That makes gas pipelines from the Haynesville to the Gulf Coast critically important — and valuable — assets, a reality Williams Cos. just affirmed with its plan to buy Momentum Midstream.
NATGAS Billboard is a daily, early morning email and report that provides an up-to-the-minute view of the natural gas market outlook, including storage injections/withdrawals and price. Billboard’s models incorporate pipeline flow data, weather models, electricity demand data and more.
For a company whose growth story has run through the Delaware Basin for the better part of a decade, EOG's Q2 2026 earnings call put the Utica front and center.
U.S. propane inventories posted a smaller-than-expected 817-Mbbl build, while PADD 3 stocks reversed course with a counter-seasonal draw—even as weekly exports declined.
Devon in its Q2 2026 earnings call dove into how they plan to manage Permian natural gas prices.
BP needs to make sure it's able to compete against similarly sized competitors and that it is competing to win, CEO Meg O’Neill said during the company’s earnings call August 4. She said the company’s integrated model is a competitive advantage but that its performance over the past few years had not met expectations.
Hess Midstream, which operates oil, gas and water handling assets in North Dakota’s Williston Basin, expects to see volume growth of at least 5% in the second half of 2026, the company said during its Q2 2026 earnings call August 3.
NATGAS Permian is a weekly natural gas fundamentals analysis focusing entirely on the key market drivers within the Permian basin. The report contains details and forecasts around natural gas production, demand, pricing, and a summary of pipeline outflows and capacities from the Permian to neighboring regions.
Refined product prices have remained elevated this summer even as crude oil prices have fallen from their 2026 highs set just a few months ago. In today’s RBN blog, we look at several factors that help explain the seeming disconnect between product prices and crude oil prices.
Pembina’s second quarter earnings call and press release underscored the company’s strong positioning to reap the benefits of anticipated growth in Western Canadian crude oil and natural gas production, which seem to be gaining momentum in recent months with several announcements regarding new ca
The highlight of Imperial Oil’s second quarter conference call on July 31 was the CEO touting the company’s potential to double its operated production, which is almost entirely from the Alberta oil sands, if there is a supportive fiscal and regulatory framework.
