- Blog
Turn Me Loose – How Canada Became the World’s #4 Oil Producer
Canadian crude oil production has reached highs and is expected to continue growing.
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.
- Blog
Save Room – As LNG Exports and Haynesville Production Rise, Natgas Storage Takes Center Stage
New LNG export capacity near the Texas/Louisiana border, rising natural gas production in the Haynesville (and the West Haynesville), and new pipelines transporting that gas south to the Gulf Coast have spurred a lot of interest in gas storage — and storage developers are responding.
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- Analyst Insight
U.S. LNG Feedgas Demand Robust as Golden Pass Takes Significant Feedgas
U.S. LNG feedgas demand remained strong last week, with all operational terminals at or above full contracted utilization and Golden Pass has begun taking meaningful feedgas volumes for the first time.
- Blog
Bring Me to Life – Bridger Pipeline Aims to Create 550-Mb/d Outlet for Canadian Crude
A subsidiary of Bridger Pipeline is planning a 36-inch-diameter crude oil pipeline that would move up to 550 Mb/d of Canadian barrels 645 miles from the U.S.-Canada border to Guernsey, WY.
- Analyst Insight
EQT Upsizes Clarington Connector, Announces Strong Fern Flows on MVP
EQT's earnings release touted a larger size for the proposed Clarington Connector project as well as the importance of MVP during Winter Storm Fern.
- Analyst Insight
NGL-to-Crude Ratio Drops To 18 Month Low
The ratio of NGL prices to crude oil weakened to 0.36 on Friday, a level last seen in the fall of 2024.
- Blog
Key to the Highway – Pipeline Buildout Set to Unlock Permian Natural Gas Production Growth Later in 2026
This year will be a tale of two halves for the Permian. Natural gas production and pricing figure to remain fairly stable until the back half of this year, when more than 5 Bcf/d of new pipeline capacity comes online, giving the basin room to grow for the first time in a long time.
RBN NATGAS Haynesville
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
- Analyst Insight
Permian, Gulf of Mexico & Haynesville Shuffle Rigs While Total Count Remains Unchanged For Second Consecutive Week
U.S. oil and gas rig count was unchanged for the second consecutive week, holding at 551 rigs for the week ending February 20 according to Baker Hughes. Rigs were added in the Permian (+1) and All Other (+2), while the Gulf of Mexico (-2) and Haynesville (-1) both declined this week.
- Analyst Insight
CF Industries Writes Off Green Hydrogen Project, But Says Low-Carbon Ammonia Project is Progressing
CF Industries will not proceed with a 20-MW green hydrogen project at its ammonia complex in Donaldsonville, LA, and will instead take a $51 million write-down, the company said in its Q4 2025 earnings call on February 19.
- Blog
Into the Great Wide Open — Rising Northeast Texas Gas Supply and the Race to the Gulf Coast
Northeast Texas is increasingly a key conduit for natural gas supply pushing toward rising Gulf Coast LNG demand.
