- Analyst Insight
Permian Gas Outflows Up as Prices Climb
Natural gas prices in the Permian are climbing higher as more capacity becomes available to outside the production zone.
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
LNG Canada Achieves Record Gas Intake in June 2026
LNG Canada's gas intake hit a record in June 2026 near 1.8 Bcf/d but is expected to fall back to around 1,2 Bcf/d in July as onsite maintenance work has slowed liquefaction activity and exports.
RBN Energy Crude Oil Billboard
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.
- Analyst Insight
Q2 2026 Earnings Calls: TotalEnergies Reframes Middle East Investment Strategy
As discussed in their recent earnings call, in Q2 2026, TotalEnergies delivered one of its strongest quarterly performances since 2022, supported by higher crude prices, record refining margins, resilient upstream production growth, and continued strength across its Integrated Power business desp
- Analyst Insight
Q2 2026 Earnings Calls: Alphabet Ramps Up AI Spending
Alphabet, owner of Google, used its second-quarter earnings call to highlight that its AI infrastructure buildout is only accelerating.
- Analyst Insight
California, Pacific Northwest Hydrogen Hubs Lost Funding Due to Politics: Report
The Department of Energy terminated funding for California’s hydrogen hub and more than 280 other clean-energy projects approved during the Biden administration for political reasons, the agency conceded this month in response to a lawsuit over the cuts, as first reported by New York Times.
- Analyst Insight
U.S. Rig Count Down One to 587; Gas Rigs Climb while Oil Rigs Retreat
U.S. oil and gas rig count fell by one rig to 587 for the week ending July 24 according to Baker Hughes data, as declines in Gulf of Mexico (-1), Permian (-1) and All Other (-1) outweighed gains in Haynesville (+1) and Niobrara (+1).
- Analyst Insight
Air Liquide Plans $160 Million Plant to Supply Hydrogen, Other Gases to Semiconductor Manufacturer
Air Liquide will invest more than $160 million to build, own and operate a new large-scale production facility to supply ultra-high-purity gases, including hydrogen, to a new semiconductor fabrication plant in Arizona.
RBN NATGAS Billboard Canada
The Canadian NATGAS Billboard is a weekly, early morning email and report that’s designed to keep physical and financial participants informed of the various fundamental components that make up the complex Canadian natural gas market. This service saves readers time and confusion by compiling all the most critical data points into one clear and concise report.
- Analyst Insight
Q2 2026 Earnings Calls: EQT Accelerates Southgate Timing
EQT has moved up timing of the MVP Southgate project to bring MVP molecules into North Carolina. The project may now be flowing gas in 2027.
- Analyst Insight
EQT’s Blackline Deal Extends Appalachia’s NGLs Reach
EQT’s $77 million purchase of Blackline Midstream gives the Appalachian producer direct control of New England’s largest bulk-propane storage network.
- Analyst Insight
Q2 2026 Earnings Calls: Kinder Morgan’s Natural Gas Project Backlog Keeps Growing with Power Demand
In its Q2 2026 earnings call, Kinder Morgan said rising LNG exports and electricity demand continue to create new pipeline opportunities across its U.S. network.
