- Analyst Insight
U.S. Propane Inventories Draw In-Line with Industry Expectations as Exports Remain Robust
U.S. propane inventories draw well below the average weekly draw of 3.1 MMbbl while exports remain strong at 1.9 MMbbl/d.
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
Wind of Change - Reliability Efforts, Renewables Help ERCOT Tame Cold Snaps Three Years After Uri
Everyone in Texas remembers the infamous Winter Storm Uri of three years ago. What started out as a simple cold snap for many quickly turned into something far more serious: the biggest power outage in state history, with billions of dollars in property damage and hundreds of lives lost.
- Blog
Follow Your Arrow - How Plaquemines LNG Will Impact Gas Availability in Southeast Louisiana
As mightily as U.S. LNG exports have impacted global trade dynamics, so have U.S. natural gas flows been reshaped by the pull toward Gulf Coast export terminals.
- Analyst Insight
MVP Delayed Until 2nd Quarter
Equitrans Midstream announced that the Mountain Valley Pipeline project has been delayed and will enter service in Q2 of 2024. This will delay efforts to find new outlets for Appalachian natural gas.
- Analyst Insight
LNG Export License Pause Already Showing Commercial Impacts
Kyushu Electric power pauses decision on Lake Charles LNG investment.
- Blog
My Aim is True, Encore Edition - New LNG Export Capacity Upends Texas/Louisiana Natural Gas Fundamentals
Big changes are coming to the new epicenter of the global LNG market: Texas and Louisiana. On top of the existing 12.5 Bcf/d of LNG export capacity in the two states, another 11+ Bcf/d of additional capacity is planned by 2028.
- Blog
We Just Disagree - Our Contrarian Take on Refining Capacity, Product Demand and Other Matters
Around the world, a lot of smart people in the public and private sectors hold similar views on where we’re all headed, energy-wise. An accelerating shift to renewables and electric vehicles, driven by climate concerns.
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- Analyst Insight
US Rig Count Down Slightly Led By Gulf of Mexico Decline
US oil and gas rig count continued to hold it's course, dropping two rigs vs. a week ago and falling to 621 for the week ending February 16 according to Baker Hughes. Rigs were added in All Other (+1), while the Gulf of Mexico (-2) and Permian (-1) both lost rigs.
- Analyst Insight
Canadian Drilling Rig Counts – Gas Slips, While Oil Gains
Canadian drilling rig counts recorded a small loss on the gas side, but picked some up on the oil side.
