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.


Everybody Dance Now - Assessing the ConocoPhillips/Marathon Oil Deal
Another day, another mega-deal between top-tier oil and gas producers — or so it seems.
Tellurian Set to be a Pure LNG Player With Sale of Upstream Assets
Bearish Natural Gas Injection Report Caps a Bullish Month
Planning Continues on Dow's Nuclear Power Generation Project


You Ain't Seen Nothin' Yet - How Energy Transfer's WTG Midstream Buy Will Add to Its Permian Heft
Energy Transfer is yet again slaking its acquisition appetite by gobbling up another natural gas gatherer and processor to further expand its already formidable Permian footprint.
Conway Ethane Price Bottoms Out
U.S. Crude Exports Drop to Lowest Level in Six Weeks

Crude Oil Permian provides detailed analysis of the fundamental drivers impacting the Permian Basin crude oil market including weekly data, analysis and market intelligence updates of: Permian crude oil supply and demand, pipeline outflows and capacity, prices, and infrastructure updates.


Never Let Me Down - Pembina Inks Ethane Supply Deal with Dow's Alberta Ethane Cracker Expansion
With an announcement in late 2023 by Dow Chemical that it would be undertaking an enormous expansion of its ethylene production site in Fort Saskatchewan, AB, it was immediately clear that Alberta’s ethane supplies would need to increase by a significant 110 Mb/d.