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.
Since early 2026, disruptions at the Strait of Hormuz and shifts in Venezuelan exports have shifted crude oil and product flows from their historical norms. On the U.S. domestic front, closures of West Coast refineries and proposed new pipelines to that region suggest more changes are coming.
Chevron’s global upstream volumes increased by more than 5% in Q2 2026, while U.S. production reached a record of nearly 2.1 MMboe/d, the company said during its quarterly earnings call July 31. Downstream operations also reached new highs. Chevron processed more than 1 million b/d through its U.S. refineries, a record.
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.
Production at Woodside Energy’s Beaumont New Ammonia facility was constrained to about 69% of nameplate capacity in Q2 2026 due to third-party feedstock availability, the company said during its quarterly earnings call July 28. Interim feedstock arrangements are expected to remain in place into 2027, pending progress on long-term third-party feedstock infrastructure.
Amazon executives highlighted strong and growing customer demand for AI, noting the company is accelerating spending to keep pace with customer demand.
Three themes from Enterprise Products Q2 2026 earnings call on Thursday were especially noteworthy: several new NGL infrastructure projects, increasing confidence that additional Permian gas and NGL production will emerge as natural gas egress expands, and a heartfelt tribute to Co-CEO Jim Teague ahead of his retirement.
Crude oil — often mistakenly described as a single, standardized commodity — is anything but uniform. Every stream has its own chemical fingerprint, including differences in density and sulfur content. Today, we’ll dig into why crude quality matters and how it can make a real difference to the bottom line.
CNX Resources continues to expect production of 1.7 Bcf/d in 2026, but with production weighted toward the later part of the year as field activity picks up in Q3.
The Future of Fuels bi-annual report by RBN's Refined Fuels Analytics provides an in-depth analysis of the U.S. and global refinery industries, focusing on crude oil and fuel market dynamics, supply and demand, alternative fuels, refinery capacities, and price forecasts to help stakeholders navigate the evolving energy landscape.
Tourmaline is betting that demand, not supply, will dictate its next phase of growth. The company is slowing expansion while positioning for stronger LNG exports, AI driven data center demand and gas-fired power growth, a strategy aimed at maximizing future free cash flow and shareholder returns.
Air Products has signed a marketing and distribution agreement with global fertilizer giant Yara for the renewable ammonia to be produced at the NEOM Green Hydrogen Company in Saudi Arabia, Air Products CEO Eduardo Menezes said during the company’s quarterly earnings call on July 30.
Microsoft and Meta made one thing clear in their earnings calls this week. They are spending billions more to expand their AI infrastructure, including building data centers to support it.
