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
Looking at historical volatility over a long time-series, it’s clear that U.S. natural gas market participants have come to terms with how LNG market dynamics affect the domestic market.
- Analyst Insight
Winter Blast Sends Shock Waves Across Crude Market
Winter blast sends shock waves across crude market: -1MMb/d output, refineries slammed, imports plunge, but prices hold.
- Analyst Insight
Greatest of All-Time! - Massive Draw for Propane Stocks as Production Plunges and Exports Soar.
Record-high draw for propane stocks as production output drops sharply and exports climb.


- Blog
Take Control - More States Seeking Primacy Over CO2 Injection Wells to Bypass EPA Backlog
Discussions and debates around the carbon-capture industry have been everywhere in recent years, from the federal incentives designed to spur its growth and the role it might play in decarbonization efforts to the technical challenges and economic headwinds that add uncertainty to its long-term o
- Analyst Insight
U.S. LNG Still Recovering From Last Week’s Cold Snap
US LNG feedgas dropped along with falling temperatures and still isn’t back to pre-cold snap levels. Three terminals are still operating below typical utilization.
- Analyst Insight
Exports Rebound to 3.9 MMb/d
Crude Oil exports rebound with European volumes continuing to climb.
- Analyst Insight
U.S. LPG Steam Cracker Feedstock Margins Plunge
Feedstock margins for LPG cracking (propane and normal butane) have sunk deeper into negative territory to start the new year approaching natural gasoline as the least economical cracker feedstock.


- Blog
Deep Water - Blue Marlin Offshore Port Stays in the Export Race with a Little Help from TotalEnergies
As we step into the new year with record-high U.S.
- Analyst Insight
Permian Natural Gas Production Holds Steady after Cash Basis Briefly Turns Positive
Permian natural gas production fell during freeze-offs a week ago, but the declines were small relative to other production regions. According to NGI pricing data, Waha day-ahead cash prices were above Henry Hub's during the nadir of the production decline but have since reverted to a lower price.
- Analyst Insight
Shocking Trend Reversal – Frigid Weather Brings Higher Propane Prices!
Propane is an important winter fuel in the U.S., with about half of annual demand concentrated in what is usually the coldest one third of the year – November through February.