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.
More Canadian heavy crude barrels are on their way to the U.S. Gulf Coast and some, if not most, of that oil could be taking a somewhat circuitous route — through the Rocky Mountain states. Today, we discuss highlights from RBN’s new multiclient study on this important topic, developed with Plainview Energy Analytics.
A legislative push to rein in carbon capture and sequestration development in Louisiana hit a major roadblock this week when a House committee rejected the proposed Louisiana Landowners’ Protection Act, a bill that would have barred companies from using eminent domain to secure land for carbon dioxide pipelines and storage.
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.
Data center development is booming across the country. But power and water supplies, fiber connectivity, and regulatory environments differ across states. Today’s RBN blog compares seven leading states for data centers on the key factors that help determine development outcomes.
U.S. oil and gas rig count gained five rigs to 548 for the week ending April 2 according to Baker Hughes data, published Thursday ahead of the Good Friday holiday, as gains in the Eagle Ford (+3), Haynesville (+1), Niobrara (+1) and Permian (+1) more than offset a one-rig decline in the Bakken.
The war-related loss of LNG export capacity in Qatar suggests that existing and planned LNG export terminals along the U.S. Gulf Coast will be running flat-out over the next few years, and that the Texas/Louisiana region will need even more natural gas storage capacity than previously figured.
U.S. propane inventories surged well above expectations, with the build driven largely by a sharp increase in Gulf Coast stocks.
End markets for Canadian crude oil have evolved as production and export capacity have grown, especially in the past few years. Today, we dig into the data to see where Western Canadian Sedimentary Basin crude oil supply goes, how it gets there, and how those destination markets have evolved.
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.
Suncor Energy provided details on how it planned to replace production from its Base Mine during an investor day Tuesday in Toronto. The mine, which is on pace to be fully depleted by 2035, provided nearly one-quarter of Suncor’s corporatewide production of 860 Mb/d after upgrading last year.
Haynesville natural gas output rebounded in late March as pipeline maintenance eased, lifting production above 16 Bcf/d—the basin’s strongest monthly average since mid-2023.
Although intermittent flow disruptions will continue through spring due to ongoing maintenance, supply fundamentals remain strong. Gulf Run Pipeline has finished work on its western segment, restoring affected Texas volumes, but compressor station maintenance could still affect flows through April.
March production averaged 16.1 Bcf/d, up 0.2 Bcf/d month over month, and the basin is poised to set new record highs soon, supporting rising Gulf Coast LNG feedgas demand.
The U.S. propane-to-WTI crude ratio continues to slide, averaging 35% in March—down from 40% in February and well below last spring’s highs. With crude holding strong and propane lagging, the spread has widened to a multi-month low.
