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.
Canadian Propane Stocks Trending Well Above Average, Tightness Easing for Butane Stocks
If You've Got the Money, Honey - Investors Rewarded with Strong Returns Despite Dip in E&P Cash Flows
As we’ve frequently chronicled, 2022 was a golden year for U.S. exploration and production (E&P) companies and their investors, as soaring commodity prices triggered record cash generation to fund the highest levels of shareholder returns of any American industry.
US Rigs Up Slightly On Gains In Permian, Gulf of Mexico
Canadian Drilling – Race to the Bottom as Spring Break Up Approaches Its Conclusion
Ready to Rock! First Indications That Natural Gas May Soon Be Flowing to LNG Canada
Batteries Become #1 Supply Source to CAISO Power Grid in Record Night
Upside Down - Renewable Diesel Boom Sets Off Aftershocks in Soybean Oil, Used Cooking Oil Markets
The boom in renewable diesel (RD) production has triggered a race to secure the dozen different bio-feedstocks suitable for refining into diesel fuel. It’s an interesting story that impacts both the oil and agriculture industries, with twists and turns that will take years to play out.
NATGAS Billboard is a daily, early morning email and report that provides an up-to-the-minute view of the natural gas market outlook, including storage injections/withdrawals and price. Billboard’s models incorporate pipeline flow data, weather models, electricity demand data and more.
Startup of Kinder Morgan's Natural Gas Evangeline Pass Project Coming in July
Here I Go Again - Pemex's Dos Bocas Refinery Still Facing the Startup Blues
One of the most anticipated and potentially impactful refinery startups in North America in years is the Dos Bocas project (officially the Olmeca Refinery), a 340 Mb/d plant under development by Mexico’s state-owned Petroleos Mexicanos (Pemex) in the southeastern state of Tabasco.
