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.


Like A Rock - E&P Balance Sheets Remain Strong Despite Challenging Economic Conditions
The transition of U.S. E&Ps to capital discipline has led to historic shareholder returns and won back legions of investors who had virtually abandoned the industry until a few years ago.
TMX Crude Cargo Sales Expanding to Broker-Done Deals


Only the Strong Survive - U.S. Clean Ammonia Projects Inch Forward, But Some May Falter
Rising global interest in clean ammonia — plus the potential for earning generous federal tax credits — spurred a host of project announcements over the past couple of years, with the first new production capacity slated to start up as soon as 2025.
U.S. Propane Inventories Build Above Expectations for the Second Week in a Row
Plug Power Receives $1.66 Billion in DOE Loan Guarantees


Storm Front - As Data Centers Proliferate, Utilities Turn to Gas-Fired Power to Meet Demand
The growing number of energy-intensive data centers coming online across the U.S.
U.S. Exports Show Modest Increase, Yet Still Below Q1 Weekly Average


All My Rowdy Friends Have Settled Down - Why Permian Production Growth Is Slowing
For the past decade, producers in the Permian Basin have been the driving force in domestic production growth, but lately there has been a hard-to-miss slowdown in incremental production rates for crude, gas and natural gas liquids (NGLs).