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.
We’ve blogged about rising demand for natural gas in the southeastern U.S. and the pipeline projects being planned there. But there’s more to the story — a bigger picture — namely, that gas consumers in the region increasingly find themselves competing for supply with LNG exporters.
The U.S. propane market is in a unique position. Production has continued to grow while domestic demand remains stagnant. The only solution for the market to balance is exports; however, those have been constrained by capacity at the dock. Today, we continue our examination of the propane market.
Hydrogen Billboard tracks the latest developments in the domestic and global hydrogen markets, filtering through the noise with an unbiased lens to deliver impactful hydrogen infrastructure and market analysis.
There are three main factors affecting today’s propane market: export economics, dock space and storage levels. The Iran war has dramatically shifted export economics and filled dock space, yet storage remains at all-time highs. In today’s RBN blog, we look at what’s in store for the rest of 2026.
The rapid expansion of data centers is one of the biggest stories in the energy sector and the Monarch Compute Campus, which will soon start taking shape in West Virginia, could be a compelling test case for future development. Today, we look at the strategy behind it.
The energy industry touts vast U.S. oil and gas resources, but increasingly limited volumes that can be practically and profitably developed have left producers struggling to replace proven reserves. Today, we analyze the trends that are limiting the industry’s ability to ramp up future output.
Crude oil production from the Western Canadian Sedimentary Basin continues to grow, but U.S. PADD 2 refiners are already taking nearly as much as they can. Growing production could move into Cushing, OK, and Patoka, IL, but will there be enough pipeline capacity to reach the Gulf Coast?
The West Coast, particularly California, has been the U.S. region hardest hit by the war with Iran and the closure of the Strait of Hormuz, particularly regarding the Golden State’s ability to obtain refined product imports. Today, we discuss the impact of the closure.
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.
A combination of new natural gas takeaway capacity out of the Permian, rising feedgas demand from LNG export terminals and stronger gas prices at the Waha Hub will support a steady increase in associated gas production. But an important question looms: Will there be enough gas processing capacity?
Nashville is known for its music, but it’s also a fast-growing gasoline and diesel market, uniquely positioned between the Gulf Coast and Midwest. With major development projects planned, such as the new Tennessee Titans stadium, it’s getting to be a tight squeeze for the area’s fuel terminals.
Managements in Q4 2025 stuck to the capital discipline that won back the hearts and wallets of investors, but surging oil and gas prices this year are putting more cash back into E&P coffers. Will that discipline hold, or will temptation take over?
