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.
Qatar has long been a heavyweight in LNG, but its ambitions now extend well beyond supplying its own cargoes from its own shores. Today, we look at Qatar’s evolving strategy, why U.S. LNG figures prominently in its plans, and what its expanding role could mean for the global battle for market share.
If you buy, sell or burn natural gas in New England and Greater New York City, you know the routine. A stretch of mild weather, then a cold snap. The pipelines fill, then cash prices go parabolic. Today, we look at the push and pull shaping the New England and New York gas markets.
The monthly and weekly Propane Billboard reports feature insightful commentary and analysis of historical and anticipated trends in the U.S with a deep dive into the propane supply and demand balance by PADD. It includes a custom 1-year forecast with commentary and analysis on emerging market opportunities.
LNG Canada's gas intake in November is expected to drop to under 1 Bcf/d as the company has scheduled maintenance work and a series of restarts for its two liquefaction trains.
With its post-merger portfolio review finished and the Eagle Ford up for sale, Devon Energy used its Q3 2026 earnings call to lay out what the combined company does next, which is grow oil production modestly. That is a change in tone.
Chord Energy’s next phase of development centers on getting more from its Bakken acreage through longer wells, targeted infrastructure investment and improved recovery from existing assets.
The Gulf Coast will require vast amounts of incremental natural gas storage space over the next few years. As brownfield expansion opportunities run out, LNG export terminals and other facilities that need more storage will likely turn to the best planned greenfield projects.
EOG Resources’ Q3 2026 earnings call centered on how its US wells keep getting better. Oil production hit a record 550.4 Mbbl/d, above guidance, and the company raised its full-year guidance to 549.5 Mbbl/d (from 548.7) even after selling its legacy Barnett and Woodford positions.
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.
On his first earnings call as CEO, Andy O’Brien pointed to the Lower 48 as ConocoPhillips’ growth engine. Total production was 2.302 MMboe/d in Q3, with guidance of 2.32-2.36 MMboe/d for Q4 and low-single-digit growth expected in 2027 on lower capital.
U.S. oil and gas rig count edged up one rig to 604 for the week ending November 6 according to Baker Hughes data, extending its run above 600 to a fifth straight week, as gains in Haynesville (+2), Permian (+1) and All Other (+1) outweighed declines in Gulf of Mexico (-2) and the Bakken (-1).
Antero Midstream is looking beyond gathering lines to capture a larger share of the infrastructure connecting Appalachian gas supply with downstream demand.
