Daily Energy Posts

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.

Thu 3/28/24 - Analyst Insight

Industry

Canadian Drilling – Rig Counts Search for the Bottom with Spring Break Up in High Gear

Author Martin King

Oil rigs fall further as spring break up deepens; gas rigs also starting to pull back as the "mud season" (spring break up) starts to affect the unconventional gas regions.

Thu 3/28/24 - Analyst Insight

Energy

Port of Baltimore Closure Affects Coal Exports Most in the Energy World

Author Kristen Hays

Port of Baltimore closure affects coal exports most in the energy world

Wed 3/27/24 - Blog

Natural Gas

I Don't Care if the Sun Don't Shine - From Texas to the Northeast, Power Grids Prep for Total Eclipse

Author Lisa Shidler

The uncertainties around solar power are well understood — when the sun doesn’t shine as much as expected, power grids that rely heavily on that generation must turn elsewhere to meet consumer demand.

Wed 3/27/24 - Analyst Insight

Natural Gas Liquids

Total U.S. Propane Stocks Unchanged as Exports Continue to Rise

Author Todd Root - U.S. Propane Billboard

U.S. Propane stocks stagnant despite industry expectations while exports up 234 Mbbl/d from last week.

Wed 3/27/24 - Analyst Insight

Natural Gas Liquids

Now You See It, Now You Don’t – Where Does the Natural Gasoline Go?

Author RBN Team

There’s been a big mystery surrounding natural gasoline.

Tue 3/26/24 - Blog

Natural Gas

Are You Gonna Go My Way - U.S. LNG Projects Face Steep Challenges in Replacing Coal Abroad

Author Richard Pratt

Many have argued that U.S.-sourced LNG can be instrumental in combating climate change by helping countries around the world replace coal-fired generation with natural gas-fired power.

Tue 3/26/24 - Analyst Insight

Industry

Canadian Drilling – Gas Rigs Near Steady While Oil Rigs Fall on Spring Break Up

Author Martin King

Oil rigs fell substantially last week as spring break up takes a major bite out of drilling activity..

Tue 3/26/24 - Analyst Insight

Natural Gas

Enbridge joins WhiteWater and MPLX with Whistler/Rio Bravo JV

Author Adam Baker

Enbridge joins WhiteWater and MPLX with Whistler/Rio Bravo JV

RBN Energy Crude Oil Billboard

U.S. Crude Oil Supply/Demand Analysis & Outlook

Crude Oil Billboard

Tue 3/26/24 - Analyst Insight

Natural Gas

Freeport LNG Maintenance Work Continues

Author RBN Team

Freeport LNG maintenance and debottlenecking will continue through early May, but when it resumes full operations, LNG output capacity will be higher.

Tue 3/26/24 - Analyst Insight

Natural Gas Liquids

GAIL (India) Signs MoU To Explore Import Of U.S. Ethane; Global VLEC New Orderbook Continues To Expand

Author Todd Root - NGL Voyager

GAIL said ethane has emerged as a preferred petrochemical feedstock in India and the development of its import facilities have gained considerable traction.

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