- Analyst Insight
Thank Heaven for Little Girls?
La Niña threatens a stronger Atlantic hurricane season.
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
Re-Exports of Canadian Heavy Crude Oil Conclude 2023 on a Weak Note
Canada's re-exports of heavy crude oil from the U.S. Gulf Coast fell to a six month low in December 2023 as Chinese buyers scaled back purchases. Re-exports may slow further in 2024 once the Trans Mountain Pipeline expansion begins operations in April or May.
- Blog
Another BRRIC in the Wall - Baton Rouge Refinery Set to Access More Crudes, Boost Exports After Modernization
Fresh on the heels of expanding its Beaumont, TX, refinery into the largest in the country, ExxonMobil announced in January that it had finished yet another project at its century-old Baton Rouge complex in Louisiana.
- Analyst Insight
Trans Mountain Delays and BP Whiting Refinery Outage Add More Woes to Canadian Heavy Oil Prices
A sudden and complete outage of BP's refinery in Whiting, IN on February 1 has added another negative price pressure point for Canadian heavy oil.
- Blog
Heat of the Moment - High Gas Production, Historically Low Heating Demand Keep a Lid on Prices
So far this winter, front-month CME/NYMEX natural gas futures have fallen, risen and fallen again but, until their most recent dip, generally remained within the same $2.30-to-$3.30/MMBtu range where they have been lingering since mid-2023.
- Analyst Insight
LNG Facilities Wrangle Winter Weather Prices
To LNG offtakers, winter peaks are perks not a problem. Looking at the recent cold-snap experienced by much of the U.S., we take a look at each market area individually in one of today's RBN Analyst Insights.
- Analyst Insight
Alberta Crude Oil Production Inches Higher to a New Record in December
Alberta set a new oil production record in December 2023, just inching ahead of the previous record set just one month earlier. Production is expected to go higher in 2024 as producers gear up for the start of the Trans Mountain Pipeline expansion.
- Analyst Insight
U.S. LNG Exports Strong, Despite Cold Weather Disruptions
US LNG exports pick back up with cold weather disruptions mostly past.
RBN NGL Voyager
NGL Voyager offers subscribers a comprehensive market analysis of natural gas liquids exports which are driven by fundamentals, and combined with the latest industry buzz. The report examines U.S. export trends for propane, butane and ethane, and includes port of origin, destination and volume.
- Analyst Insight
U.S. Crude Exports Rebound Decisively
U.S Crude Oil just wants to be free - USGC export rise to second highest weekly total.
- Blog
Keep on Dancing - Exploring the Drivers of Burgeoning Upstream Consolidation
Brutal arctic cold may have chilled broad swaths of the U.S. last month, but the scorching pace of upstream M&A activity continued to be red hot, with nearly $20 billion in deals announced in January after a record-setting 2023.
