- Blog
Stuck in a (Gulf) You Can’t Get Out Of – Iran War Traps Propane and Refined Products in Persian Gulf
A lot of attention has been paid to the massive volumes of crude oil and LNG currently trapped in the Persian Gulf.
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.
- Analyst Insight
Woodside Delays Start of Blue Ammonia Production at Beaumont Facility Beyond 2026
Blue ammonia production at Woodside Energy’s Beaumont New Ammonia facility in southeast Texas is not likely to commence this year due to construction issues, acting CEO Liz Westcott said this week during the company’s 2026 Sustainability Briefing.
RBN NATGAS Appalachia
The NATGAS Appalachia weekly report provides the data and insights to monitor the northeast natural gas market’s twists and turns and identify the risks and opportunities along the way, including tracking supply-demand trends, outbound capacity and their impact on takeaway pipeline utilization, and regional prices.
- Analyst Insight
U.S. Rig Count Slips One to 552; Oil Rigs Climb as Gas Extends Retreat
U.S. oil and gas rig count fell by one rig to 552 for the week ending March 20 according to Baker Hughes data, as declines in All Other (-4), Niobrara (-3) and Eagle Ford (-1) outweighed gains in the Bakken (+3), Anadarko (+2) and Permian (+2).
- Analyst Insight
Iran Conflict Sends International Propane Market Soaring
Supply disruptions in the Persian Gulf have sent global propane prices soaring, sharply widening the spread between international and U.S. prices. That has created a major opening for U.S.
- Blog
Greenlight – How LNG Projects Really Get to FID and What it Takes to Be Part of the Gulf Coast Wave
The U.S. LNG industry has experienced monumental growth and there’s a hefty slate of additional projects somewhere along the path to a final investment decision, each with its own hurdles and timelines. Getting across that FID finish line can be quite arduous.
- Analyst Insight
CP2 Phase 2 Reached FID Last Week, Poised to Boost LNG Feedgas
CP2 Phase 2 reached FID last week, promising that the facility will take large amounts of LNG feedgas when fully operational, just as Plaquemines has been taking significant feedgas recently.
- Analyst Insight
Several Oil and Gas Projects Aim to Put America First
As a part of what the Trump administration has coined as its “Energy Dominance” initiatives, the administration has thrown its support behind several infrastructure projects that have long been on the industry’s radar but, for one reason or another, not come to fruition.
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- Blog
Me and Mrs. Jones – White House Issues Jones Act Waiver, But Market Impact Could Be Limited
The White House has issued a 60-day waiver of the Jones Act, which will allow foreign tankers to move crude oil and refined products between U.S. ports in a bid to cool gasoline prices. Today, we dive into what the waiver could mean for U.S. refiners, consumers, and other market participants.
- Analyst Insight
Crude Oil Imports Skyrocket to Highest Level Since November 2024
According to the EIA's Weekly Petroleum Status Report (WPSR) released this morning, U.S. crude imports came roaring back for the week ended March 13.
- Analyst Insight
Propane Inventories Build Against Expectations as Production Nears Record High
Unexpected U.S. propane inventory build, elevated stock levels, production nearing record highs, and softer exports week over week.
