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
Following last week's gains, US oil and gas rig count fell this week, declining by two rigs vs. a week ago and falling to 588 for the week ending September 20 according to Baker Hughes. One rig was added in the Permian, while the Niobrara, Gulf of Mexico, and All Other each lost one rig.
- Analyst Insight
Another Nuke to Rise from the Dead?
Can Constellation and Microsoft bring TMI Unit 1 back from the dead?
- Analyst Insight
Woodside Energy plans FID of Driftwood LNG in Q1 2025
Woodside Energy expects FID on Driftwood LNG project in Q1 2025 after Tellurian acquisition closes
- Analyst Insight
Canadian Drilling – Oil Rig Count Has Surprising Pullback; Gas Rig Count Dips
Canadian oil rig counts suffered a counter-seasonal pullback, but remain near the top end of the historic range; gas rigs slipped one and remain stagnant.
- Analyst Insight
Matador Closes $1.8 Billion Ameredev Bolt-on Acquisition
Dallas-based Matador Resources — an independent E&P company primarily focused in Southwest New Mexico and West Texas with some assets in the Eagle Ford, Haynesville and Louisiana — announced the closing of an acquisition of EnCap-backed Ameredev for $1.8 billion.


- Blog
Bad Moon Rising - U.S. Gas Producers Remain Financially Sound Despite Red Ink in First-Half 2024
E&P investors have historically been a skittish lot, and for good reason.
- Analyst Insight
U.S. Ethane Exports Reach 2024 High In Mid-September
U.S. ethane exports reach 2024 high in Mid-September despite hurricane-related port closures
- Analyst Insight
Auf Wiedersehen Louisiana: Venture Global-Owned Ships Have Announced Maiden Voyage
The first two LNG ships owned by Venture Global will arrive at Calcasieu Pass in the next few days to load a cargo bound for Germany.
- Analyst Insight
1PointFive Advances Ector County, South Texas DAC Projects
September has been a big month for advocates of direct air capture (DAC), with significant developments announced for a pair of Texas projects being advanced by 1PointFive, a wholly owned subsidiary of Occidental.


- Blog
Summertime Sadness - Is the Rangebound Summer Gas Market Heading for a Breakout?
The summer of 2024 proved somewhat melancholy for natural gas bulls, but also for bears, as front-month futures have consistently sported a $2 handle on the vast majority of trading days. What happened to the dire predictions of oversupply heard this past winter?