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.


Ordinary Average Guy - EIA's Latest Approach to Weather Modeling Promises Forecast Improvements
The Energy Information Administration (EIA) recently changed the weather forecast methodology for one of its most important energy models — the Short-Term Energy Outlook (STEO) — and while we talk about the effects of weather on energy markets fairly often (571 times in the past 12 years, or abou
Western Canadian Natural Gas Production Holds Strong in February
EIA Reports No Changes in Total U.S. Propane Stocks


California Sunset - Scale, Shifting Focus to CCS Drive California Resources/Aera Energy M&A
The drivers behind most upstream M&A the past couple of years have been consistent — namely, to gain scale (mostly in the Permian) and the economies that come with it, boost free cash flow (and share more with shareholders), and replenish reserves to keep the good times rollin' into the 2030s
Enterprise's Houston Terminal Sets Monthly Crude Export Record
February U.S. LPG Exports Hit Another All-Time High


Just in Time - Chesapeake Counters Gas-Price Nadir With Output Slash, Innovative Inventory Build
Faced with sustained sub-$2/MMBtu natural gas prices and dim prospects for significant gas-demand growth until sometime next year, a number of major gas-focused E&Ps have been tapping the brakes on production and trimming their planned 2024 capex.