- Analyst Insight
CP2 and Pelican Highlight Recent Spate of FID’s for Gulf Coast Gas Market
CP2 and Pelican Highlight Recent Spate of FID’s for Gulf Coast Gas Market
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.
- Analyst Insight
Alberta’s Crude Oil Production Rebounds Strongly in June
Alberta's June production roared back from two-year lows in May thanks to big gains in synthetic and non-upgraded bitumen output.
- Blog
West Texas Highway - Extensive Refining, Exports Make Houston a Prime Spot for Permian Crude
Crude oil producers in the prolific Permian Basin have plenty of options to move their barrels, especially since pipeline capacity currently exceeds production, but not every route out of the basin is equal.
- Analyst Insight
Gulf Coast Sour Crude Price Differential Collapses at the End of July
The price differential for Mars sour crude collapsed late in July and may remain under negative pressures in the months ahead.
- Analyst Insight
PADD 3 Propane Posts Surprise Draw
PADD 3 propane inventories took a surprise turn this week with an unseasonal draw. Summer slowdown or just a blip?
- Analyst Insight
AECO Natural Gas Cash Price Staring at Record July Low
Western Canada's gas price marker of AECO is looking at a record low for July pricing.
- Blog
Into the Void - More on the Permian's Still-Expanding Produced Water Infrastructure
Through the early years of the Shale Era, produced water gathering systems in the Permian were mostly small, simple and focused solely on transporting the salty, petroleum- and mineral-tainted water emerging from wells to nearby saltwater disposal wells.
- Analyst Insight
U.S. Monthly Natural Gasoline to Crude Ratio - Chart Toppers
July ’25 natural gasoline sits at 83% of NYMEX crude—up 1 pt from June and +3 pts YoY, yet down 6 pts from May’s 89%.
RBN NATGAS Permian
NATGAS Permian is a weekly natural gas fundamentals analysis focusing entirely on the key market drivers within the Permian basin. The report contains details and forecasts around natural gas production, demand, pricing, and a summary of pipeline outflows and capacities from the Permian to neighboring regions.
- Analyst Insight
North American LNG Exports Poised to Set a Record
North American LNG turns up the heat, July LNG sendouts are already above June’s and eyeing a new record high. For more, see this week’s LNG Voyager report.
- Blog
Two Countries, One Market - The Theme for RBN's 2025 School of Energy: You Ain’t Seen Nothin' Yet!
It's an integrated energy market that stretches across the North American continent, from Texas and Florida to the mountains of British Columbia and Canada’s industrial heartland in Ontario/Quebec — a cross-border network so deeply connected, it functions as one massive, interdependent system for
