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.
Since the start of 2022, more than 12 Bcf/d of new gas processing capacity has come online in the Permian, about half of it in the Midland Basin and half in the Delaware. That unprecedented buildout will be continuing in 2027-29, and the shift toward the gassier Delaware is picking up steam.
AltaGas has delayed the startup of its Ridley Island Energy Export Facility, so buyers won’t have the benefit of increased fuel supplies this winter. Today, we review the existing LPG export terminals on North America’s west coast and how their growth has impacted Western Canadian LPGs.
Crude Oil Permian provides detailed analysis of the fundamental drivers impacting the Permian Basin crude oil market including weekly data, analysis and market intelligence updates of: Permian crude oil supply and demand, pipeline outflows and capacity, prices, and infrastructure updates.
Last week the price of isobutane in Mont Belvieu soared above 145 c/gal, the highest in four years.
For the first time in years, the Permian Basin’s chronic natural gas takeaway constraint is beginning to ease — and in a big way. Today, we discuss the major Permian gas pipeline projects scheduled to come online in 2026-27, how much new capacity they will provide, and consider what it all means.
U.S. oil and gas rig count climbed five rigs to 593 for the week ending August 14 according to Baker Hughes data, as gains in Haynesville (+3), Permian (+2), Anadarko (+1) and All Other (+1) outpaced a two-rig decline in Gulf of Mexico.
In Western Canada the gas-directed rig count was unchanged at 65 active rigs, while the oil-directed rig count rose by 4 to 146 rigs, for the week ended August 14, according to Baker Hughes data.
LNG Canada didn’t load its first cargo until June 2025, more than nine years after Sabine Pass LNG was up and running in Louisiana. But while the U.S. Gulf Coast had a big head start, Canada is finally firing on all cylinders, with plans to more than triple its LNG export capacity by the early 2030s.
The Crude Voyager is a weekly analysis of U.S. Gulf Coast loading activity that explains the ebbs and flows of crude loadings, destinations, and geopolitical issues impacting U.S. exports. It outlines the major paths for laden tankers hauling U.S. crude all over the world and reflects the change in tanker departures to the main regions that consume U.S. crude.
Strong LPG export volumes helped contribute to second quarter 2026 financial results that led AltaGas to raise its 2026 EBITDA and normalized EPS guidance by 4% and 6%, respectively.
Venture Global reports continued progress in building the CP2 export terminal. It also touted its commercial progress toward FID on two bolt-on projects near existing facilities.
