The EIA reported total U.S. propane/propylene inventories had a build of 2.63 MMbbl for the week ended August 15, which was more than industry expectations for an increase of 2.2 MMbbl and the average build for the week of 1.5 MMbbl. Total U.S.
Analyst Insights
Analyst Insights are unique perspectives provided by RBN analysts about energy markets developments. The Insights may cover a wide range of information, such as industry trends, fundamentals, competitive landscape, or other market rumblings. These Insights are designed to be bite-size but punchy analysis so that readers can stay abreast of the most important market changes.
By Lisa Shidler - Tuesday, 8/19/2025 (1:15 pm)
Report Highlight: LNG Voyager
Venture Global’s Plaquemines terminal averaged more than 3 Bcf/d of feedgas last week for the first time, as the company makes more progress.
By Liz Dicken - Tuesday, 8/19/2025 (11:00 am)
Report Highlight: Crude Voyager
After weeks of what felt like a doldrum in activity, crude exports out of the U.S. Gulf Coast (USGC) finally broke out with force.
By John Abeln - Monday, 8/18/2025 (3:30 pm)
Report Highlight: NATGAS Permian
Exports of natural gas from the Permian Basin directly to Mexico averaged 2.0 Bcf/d during the week ending August 18, which is in line with previous peak summer levels.
By Kristen Holmquist - Monday, 8/18/2025 (2:00 pm)
Dutch TTF prices have fallen below $10/MMBtu for the first time since late-May 2024. Prices, which have been trending down since early August, hit a new low amid the bearish sentiment in the market, especially in Asia.
By Jeremy Meier - Friday, 8/15/2025 (3:00 pm)
US oil and gas rig count was unchanged at 539 for the week ending August 15 according to Baker Hughes. Rigs were added in the Haynesville (+2) and Eagle Ford (+1), while the Permian (-1) and All Other (-2) both posted weekly declines.
By Martin King - Friday, 8/15/2025 (2:30 pm)
For the week of August 15, Baker Hughes reported that the Western Canadian gas-directed rig count was unchanged at 57 (blue line and text in left hand chart below), nine less than one year ago and is the lowest for this time of year since 2020.
By Jason Lindquist - Friday, 8/15/2025 (12:45 pm)
Wind and solar projects face a narrower path to tax-credit eligibility after the Treasury Department issued a notice Friday that removes a “safe harbor” provision that applied to most projects.
By Liz Dicken - Wednesday, 8/13/2025 (2:15 pm)
Report Highlight: Crude Oil Billboard
According to the EIA’s Weekly Petroleum Status Report (WPSR), U.S. crude oil imports rose nearly 1 MMb/d last week to average 6.92 MMb/d (yellow line in chart below).
By Christine Groenewold - Wednesday, 8/13/2025 (1:45 pm)
Report Highlight: U.S. Propane Billboard
The EIA reported total U.S.
By Martin King - Wednesday, 8/13/2025 (12:30 pm)
Report Highlight: Canadian Natgas Billboard
Natural gas storage levels in Canada’s most populous province of Ontario have dipped below the low end of the five-year range in the past few days based on data in RBN’s Canadian NatGas Billboard.
By Lisa Shidler - Tuesday, 8/12/2025 (12:15 pm)
Report Highlight: LNG Voyager
Cheniere announced a new deal with JERA that could support the recently greenlit Corpus Christi Midscale Expansion or the proposed expansion at Sabine Pass.
By Liz Dicken - Monday, 8/11/2025 (3:15 pm)
Report Highlight: TradeView Report
Just over two weeks ago, the price differential for Mars sour crude oil that is delivered from Gulf Coast offshore platforms to Clovelly, LA closed ($1.20)/bbl below the price of NYMEX-CME Domestic Sweet (DSW) - the commonly quoted prompt month futures contract price of crude oil.
By RBN Team - Monday, 8/11/2025 (8:45 am)
So far in August, OPIS data shows Mont Belvieu propane prices have tumbled 11%, pressured by lower crude values, strong production, and steady export levels.
By Jeremy Meier - Friday, 8/08/2025 (2:15 pm)
US oil and gas rig count posted a small decline for the week ending August 8, falling by one rig vs. a week ago to 539 according to Baker Hughes. Rigs were added in the Anadarko (+2) and All Other (+1), while the Permian (-3) and Eagle Ford (-1) both lost rigs.
By Martin King - Friday, 8/08/2025 (1:30 pm)
For the week of August 8, Baker Hughes reported that the Western Canadian gas-directed rig count rose four to 57 (blue line and text in left hand chart below), 12 less than one year ago and is the lowest for this time of year since 2020.
By Lisa Shidler - Friday, 8/08/2025 (12:15 pm)
The U.S. Nuclear Regulatory Commission (NRC) gave the go-ahead for the Palisades Nuclear Plant to start as early as October.
By Lisa Shidler - Friday, 8/08/2025 (10:45 am)
Plains All American announced Friday that it purchased an additional 20% interest in BridgeTex Pipeline Company LLC in July, bringing its total ownership stake to 40%.
This comes on the heels of ONEOK boosting its ownership from 30% to 60% in the pipeline.
By Martin King - Friday, 8/08/2025 (9:15 am)
Re-exports of Canadian heavy crude oil are estimated to have been 113 Mb/d in July 2025 (rightmost stacked columns in chart below), a small gain of 1 Mb/d from June, 97 Mb/d less than a year ago and the fourth consecutive month north of 100 Mb/d based on tanker tracking data compiled by Bloomberg
