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.
Shell’s two major September developments mark strategic milestones in its resumption of upstream growth after an extended reshaping of its portfolio since 2020. Today, we analyze Shell’s upstream strategy since then, which has taken a different path from fellow supermajors ExxonMobil and BP.
With its newly announced, $50 billion-plus combination with Range Resources, EQT Corp. — already the largest natural gas producer in the Marcellus/Utica — will overtake Expand Energy as the king of the gas jungle in the U.S. as a whole. Today, we discuss the EQT/Range deal and its implications.
Crude Oil TradeView provides up-to-date data and insights into the behavior of differentials for 33 crude assessments across North America. Each week, it also walks you through the reasoning of why differentials widen, narrow, flip (premium vs. discount), or blow out.
Last week’s crude rally lifted benchmarks but left Canadian heavy barrels struggling to stay afloat.
U.S. LNG feedgas demand held at record levels last week as terminals ramped up winter peak operations and Golden Pass continues increasing intake.
The Permian, the world’s largest NGL-producing region, is poised for continued growth across the NGL value chain. With domestic demand offering limited room to grow, can downstream infrastructure keep pace? Today, we examine the projects helping turn rising Permian production into global supply.
On Dow’s Q3 earnings call, management tied a petrochemical market recovery more to capacity closures than to demand growth.
There’s a horse race among Gulf Coast gas storage developers to provide the tens of billions of cubic feet of incremental space that will be needed by the early 2030s. Out front are the owners of existing salt cavern storage. But which brownfield projects have that special something?
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.
In Western Canada the active gas-directed rig count was unchanged at 65 rigs, while the oil-directed rig count rose for the fourth straight week, inching up by two to 150 rigs, for the week ended October 23, according to Baker Hughes data.
Kinder Morgan added $5.4 billion of new projects in Q3, bringing its backlog to a record $14.4 billion.
