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.
Kinetik said its Q2 2026 earnings call that its Permian operations were boosted by structural tailwinds from gassier production, increased natural gas takeaway capacity and surging power demand.
The monthly and weekly Propane Billboard reports feature insightful commentary and analysis of historical and anticipated trends in the U.S with a deep dive into the propane supply and demand balance by PADD. It includes a custom 1-year forecast with commentary and analysis on emerging market opportunities.
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.
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.
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.
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.
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.
