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.
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.
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.
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 its Q2 2026 earnings call today, Permian operator Diamondback Energy reported oil production of 525 Mbbl/d, at the top end of guidance, while total production of 1,018 Mboe/d carried the company above 1 MMboe/d for the first time in its history.
Haynesville natural gas production was a bit choppy last week. Output averaged 16.3 Bcf/d, with slightly lower production in Louisiana and slightly higher production in Texas.
One of the most important strategic takeaways from Antero Resources' Q2 2026 earnings call was that the company's next phase of growth depends not only on increasing gathering volumes, but on building infrastructure ahead of a new wave of Appalachian demand.
Alberta crude oil and condensate production for June averaged 4.49 MMb/d, up 173 Mb/d vs. May, and up 127 Mb/d year-over-year, according to data released by the Alberta Energy Regulator this week (see red dots in chart below).
Louisiana’s refineries process vast amounts of domestic crude oil — much of it from the offshore U.S. Gulf — and imported oil from Canada and other countries. The refineries also play a critically important role in supplying refined product to the Southeastern U.S and the Mid-Atlantic states.
Crude Oil Permian provides detailed analysis of the fundamental drivers impacting the Permian Basin crude oil market including weekly data, analysis and market intelligence updates of: Permian crude oil supply and demand, pipeline outflows and capacity, prices, and infrastructure updates.
TC Energy raised its 10-year North American natural gas demand growth forecast by 11 Bcf/d, increased its backlog of pending and potential projects significantly, and reported higher year-over year natural gas pipeline volumes in both the U.S.
Cenovus saw record oil sands production of 784 Mb/d in the second quarter, up 9 Mb/d compared to the first quarter, despite some planned downtime in Q2, according to the company’s quarterly report and conference call on July 29th.
In Western Canada, the gas-directed rig count rose by 1 to 63 rigs, while the oil-directed rig count gained 13 to 148 rigs, for the week ended July 31, according to Baker Hughes data.
