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.
Louisiana refineries don’t pipe in all the crude oil they need from the Houston and Nederland areas or the U.S. Gulf, or ship it in from abroad. Some depend on crude that is piped in from Longview, TX, and others get at least some of their oil from Capline, which moves crude south from Illinois.
For decades, the major integrated oil companies have been judged by their global scale, diversified business models and shareholder returns. But are their U.S. upstream businesses competitive? Today, we provide answers that may surprise many investors.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
According to the EIA's Weekly Petroleum Status Report (WPSR) released this morning, the Strategic Petroleum Reserve (SPR) recorded its 14th consecutive weekly draw during the week ended June 26.
U.S. propane inventories posted a smaller-than-expected build, but stocks remain well above seasonal levels. Production also remains elevated, although it has eased from earlier June highs—a trend worth watching as the summer inventory build continues.
According to a Reuters report posted Tuesday, South Bow Corp. and Bridger Pipeline LLC have plans to jointly develop a new crude oil pipeline from Guernsey, WY to Cushing, OK.
Liquids pipelines operate quite differently from their gas-pipeline cousins. They are regulated under a different law than gas pipelines, plus they face broader competition. As a result, they enjoy more flexibility in some respects but less in others than gas systems.
The world's two leading crude oil benchmarks, Brent and West Texas Intermediate (WTI), posted their steepest weekly declines in months during the week ended June 26 as traders continued to strip out much of the geopolitical risk premium that had supported prices throughout June. Meanwhile, the Brent-WTI spread plummeted to sub-$3/bbl levels.
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.
U.S. LNG feedgas demand rose last week as Freeport returned to full operations and Corpus Christi Stage III began taking feedgas at its seventh and final train.
One of the biggest stories in the energy world right now is the rise of data centers and the massive amounts of electricity they require. Today, we zero in on their rise in the Northeast and preview our latest Drill Down Report on the changing dynamics in the regional gas market.
Permian production in the NATGAS Permian report has been revised based on the latest AI-driven intelligence and analytics from Novi Labs.
