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 sourcing of crude oil for the 14 refineries in Louisiana has been shifting over the past few years and the pace of that shift is picking up as more U.S. Gulf production flows to Texas (and less flows to the Bayou State), new pipeline projects come online, and refineries modify their crude slates.
U.S. oil and gas rig count gained ten rigs to 573 for the week ending June 26 according to Baker Hughes data, as Anadarko (+2), Permian (+2), Gulf of Mexico (+1), Haynesville (+1), the Niobrara (+1) and All Other (+3) all posted gains with no basin reporting a decline.
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In Western Canada, the gas-directed rig count rose by one to 57 rigs, while the oil-directed rig count gained seven to 134 rigs, for the week ended June 26, according to Baker Hughes data.
Global hydrogen demand grew by almost 3% in 2025 to surpass 100 million metric tons (MT), concentrated in traditional industrial uses and refining, the International Energy Agency (IEA) said in its recently published Global Hydrogen Review 2026.
The price of the D4 Renewable Identification Number (RIN) has increased by 130% so far in 2026, accompanied by a 60% increase in the price of soybean oil and other renewable feedstocks. Today’s blog gives a high-level view of what is behind this year’s bull run in the D4 RIN and related commodities.
Northeast gas demand declined week-on-week despite the start of summer, leading to low cash basis over the Juneteenth weekend.
The Permian region’s marketed natural gas production grew from 17.2 Bcf/d in 2021 to 27.6 Bcf/d in 2025, a 60% increase, the Energy Information Administration said in a June 18 report, citing its latest Short Term Energy Outlook. Over the same period, crude oil production grew by 39%, going from 4.7 MMb/d to 6.6 MMb/d.
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As anyone who drives a car that requires premium gasoline will surely tell you, the large difference between the prices of regular and premium grades shows no signs of going away. Today, we look at how the two were once priced, when they diverged, and what it likely means for future prices.
According to the EIA's Weekly Petroleum Status Report (WPSR) released this morning, the Strategic Petroleum Reserve (SPR) recorded its 13th consecutive weekly draw for the week ended June 19, reducing stocks to levels not seen since 1983.
U.S. propane inventories continued their seasonal climb last week, reaching 90 MMbbl—24% above year-ago levels and 13% above the previous 5-year maximum. Meanwhile, U.S. propane exports remained elevated at 2.03 MMb/d, above both recent averages and 2025 levels.
