- Analyst Insight
Trans Mountain Pipeline Expansion Facing Another Delay of Unknown Duration
Ouch. Another delay for the Trans Mountain Pipeline Expansion and timeline for resolution.
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
LNG and Natural Gas Prices in Asia and Europe Down More than 50% Versus Last Year, U.S. Only 20%
In early 2023, natural gas markets in Europe and Asia were still in turmoil, as fears of gas shortages continued to loom over Europe, keeping global prices for natural gas and LNG high.
- Blog
My Aim is True - 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.
- Analyst Insight
US Propane Exports Eke Into The New Year as the U.S-Asia Arb Shrinks
The U.S.-Asia propane export arb remained open in early January but narrowed as Mont Belvieu prices soared, shrinking the spread to Asia FEI propane, which was only partially offset by a collapse in freight rates.
- Analyst Insight
US Rig Count Continues To Stagnate, Remains at 621 Rigs
US oil and gas rig count continues to be stagnant, with total US rigs at 621 for the week ending January 26 according to Baker Hughes, a gain of one vs. a week ago.
- Blog
House of the Rising SUN - Sunoco LP's $7.3 Billion Deal to Acquire NuStar Energy
A lot of energy-industry M&A activity lately has been focused on the acquiring company gaining scale in a shale play or region where it’s already very active, usually the Permian.
- Analyst Insight
FERC Greenlights Two Natural Gas Pipeline Projects
FERC approves two natural gas pipeline projects
- Analyst Insight
The Best Cure for High Prices, Lithium Edition
Lithium Markets are learning commodity market lessons the hard way.
RBN NATGAS Billboard Canada
The Canadian NATGAS Billboard is a weekly, early morning email and report that’s designed to keep physical and financial participants informed of the various fundamental components that make up the complex Canadian natural gas market. This service saves readers time and confusion by compiling all the most critical data points into one clear and concise report.
- Analyst Insight
LNG Sendout from Everett Surged in Recent Cold
LNG sendout from Everett surged higher in response to the recent cold weather. The facility still provides gas to the Northeast pipeline network during peak periods, despite declining sendout in recent years and a future that remains in doubt.
- Blog
Welcome to the Future - With Tier 3 Costs Sky-High, U.S. Refiners Consider Investments, Alternatives
When the price of the Tier 3 sulfur credit hit a new high of $3,600 in October 2023, the tradable sulfur credit for gasoline moved from the background to center stage in refining circles.
