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.
Sempra's earnings call discussed the future of electric demand in Texas. It also had a brief update on LNG facilities owned by Sempra Infrastructure, which Sempra Energy is now a minority holder of as of this week.
TalusAg had been selected by the U.S. Department of Agriculture (USDA) to receive about $99.8 million in proposed federal funding to develop a network of green ammonia plants. The funding would help support the construction of 20 modular manufacturing units at 11 locations across seven states, with expected combined production of approximately 130,000 tons of green ammonia annually.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
U.S. oil and gas rig count fell by three rigs to 601 for the week ending November 13 according to Baker Hughes data, remaining above 600 for a sixth straight week, as declines in Haynesville (-3), All Other (-2) and Anadarko (-1) outweighed gains in Permian (+2) and Gulf of Mexico (+1).
In Western Canada the active gas-directed rig count rose by one to 67 rigs, while the active oil-directed rig count jumped by 10 to 162 rigs, for the week ended November 13, according to Baker Hughes data.
U.S. propane stocks posted a surprise build, but it all landed on the coasts. Midwest stocks fell to their lowest level for early November since 2013, while the Gulf Coast sits above its five-year high.
Energy Transfer generated $5.03 billion in adjusted EBITDA in Q3 2026, up 31% year on year but roughly flat with Q2 2026. Sunoco accounted for $560 million, or 47%, of the consolidated EBITDA increase due mostly to the Parkland acquisition, which closed in October 2025. Note, this acquisition also included the 55-Mb/d Burnaby refinery, which benefited from exceptionally strong refining margins in the quarter.
Keyera Corp. reported third quarter results on November 10. Q3 was the first quarter that included the Plains assets for the entire quarter. Gross throughput for the Gathering & Processing and Fractionation businesses were up 10% and down 10% year-over-year, respectively.
The Crude Oil Billboard keeps readers at the forefront of the U.S. crude oil market by offering access to data and information moments after its release. Say goodbye to PDF reports that come out after the market has already moved on.
Pembina Pipeline reported third quarter results on November 5. Pipeline revenue volumes and facility volumes were up year-over-year by 1.7% and 0.7%, respectively, to 2.796 million Boe/d and 867,000 Boe/d.
Enbridge reported its third quarter results on November 6.
Tourmaline Oil Corp. reported third quarter results on November 4.
