- Analyst Insight
Crude Exports Drop to 3.2 MMbbl/d
Increase in U.S. crude exports to Europe fail to make up for decline in exports to Asia.
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.
- Blog
Patience - Navigating the Permitting Hurdles in a Race to Build the Next Deepwater Crude Oil Export Project
The deepwater crude oil export projects under development along the U.S. Gulf Coast offer a number of potential benefits to shippers and customers alike.
- Analyst Insight
Will DeLa Express Bust Permian Gas Pipeline Madness Brackets?
As March Madness comes to a close, the bracket is still getting larger in the competition to build the next major natural gas pipeline out of the Permian Basin. Moss Lake Partners pre-filed with FERC to build DeLa Express from the Delaware Basin to Southwest Louisiana.
- Analyst Insight
Super Contango Shows Natural Gas Price More Than Double by January 2025
CME/NYMEX natural gas is currently showing one of the steepest forward curve moves in recent memory.
- Blog
Sisters Are Doin' It For Themselves - Short-Side Portfolio Players Seek to Turn the Tables on LNG Trade
LNG commerce is composed of two primary models. One is the traditional point-to-point model, on which the industry was founded and still accounts for more than 60% of LNG trade.
- Analyst Insight
Canadian Drilling – Rig Counts Head Lower at the Midpoint of Spring Break Up
Canadian rig counts continue to drop at the midpoint of the annual spring break up.
- Analyst Insight
Monday's Eclipse to Diminish Solar Generation from Coast to Coast
Monday’s solar eclipse will travel from Texas through the Midwest and up to New England, blocking out all direct sunlight for more than four minutes and obscuring the sun for more than two hours for those in the eclipse’s path of totality — where the moon will completely block the sun — but will dim
- Analyst Insight
Re-Exports of Canadian Heavy Crude Oil Hold Strong in February
Re-exports of Canadian heavy crude oil in February remained strong and gained over January's pace. The pending start up of the Trans Mountain Pipeline expansion may change this story in the months ahead.
RBN Crude Oil Permian
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.
- Blog
Good Enough - Most E&P 2023 Profits Dip To Solid Levels After Record 2022 But Gas Producers Struggle
U.S. E&Ps have just concluded discussions of their Q4 and full-year 2023 results and, as usual, the view of analysts and investors can be summed up by one question: What have you done for me lately?
- Analyst Insight
Natural Gas Storage Surplus Drops, But Still Very High
The natural gas storage withdrawal for the week ended 3/29 was lower than most expectations. The storage surplus has declined from its highs, but is still at historically high levels.
