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.


Kick Out the Jams - The U.S. NGL Production, Fractionation and Export Juggernaut Rolls On
Way back in 2018-19, U.S. NGL production was rising fast, new ethane-only steam crackers were coming online along the Gulf Coast, and new fractionation capacity wasn’t being added quickly enough — the capacity shortfall sent the NGL market into near-panic.
Sad But True: U.S. Ethylene Producers See Little Margin Improvement
US Rig Count Posts Largest Gain In Five Months, Up Five vs. Week Ago
Canadian Drilling Rig Counts – Gas Rigs Steady, Oil Rigs Slip Lower


Gimme Three Steps - Additionality Rules Throw a Monkey Wrench Into Plans for Hydrogen Scale-Up
The federal government’s Hydrogen Production Tax Credit (PTC), also known as 45V, provides the highest incentives for hydrogen produced using clean sources of power generation, like wind and solar.
Freeport LNG Flirts with Level 3 Nitrogen Alert
Canadian Propane Stocks Seasonally Fall in January, Butane Stocks Still Getting Tighter

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.