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.


Basket Case - The Strange Relationship Between Mont Belvieu and Conway NGLs
Mont Belvieu, TX and Conway, KS, are the two most significant U.S.
Canadian Drilling – Seasonal High for Oil Rig Count, Gas Limps Higher
US Rig Count Dips to 581 on Losses In Permian, Eagle Ford
Eni Sells Nikaitchuq and Oooguruk Alaska Assets to HilCorp
Kinder Eyes Expansion of SFPP Products Pipe Bound for Arizona
Phillips 66's Rodeo Complex Reaches Full Rates


Canal Street Blues - Low Panama Canal Water Levels Mean Big Headaches for LNG Exporters
The Panama Canal expansion completed in June 2016 was expected to allow much larger LNG tankers to move product from Sabine Pass LNG and other Gulf Coast export terminals through the canal to Asian and Latin American customers.


I Want to Pay You Back - E&Ps Sustain Sector-Leading Dividend Yields Despite Lower Cash Flows
After thoroughly alienating their investor base over more than two decades of boom-and-bust cycles, U.S. E&Ps won investors back in the early 2020s by radically transforming themselves from high-risk to high-yield vehicles.