- Analyst Insight
It's Gettin' Hot in Here - Northern Border BTU Content
On average NBPL has exceeded that 1,100 btu/cf each month since September, with the December average pushing 1,120 Btu/cf.
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
Welcome to the Future - High Cost of Gasoline Sulfur Specification Tests Refiners, Analysts
The price of the Tier 3 gasoline sulfur credit hit $3,600 in October, up by a factor of 10 since 2022 and roughly in line with the all-time high reached in 2019.
- Analyst Insight
More Renewables Headwinds
Renewable deployments face additional difficulties with the more financial distress in the sector.
- Analyst Insight
Ethane Supply for Dow Chemical’s New Net-Zero Steam Cracker in Alberta; No Concerns?
The phase two cracker expansion will consume another 40 Mb/d of feedstock which puts total ethane supply requirements at about 110 Mb/d. That is a lot of ethane!
- Analyst Insight
It’s Increasingly Difficult to get U.S. LNG to Asia
US LNG diverts away from Asia amid Panama Canal restrictions and attacks in the Red Sea.
- Analyst Insight
Sustainable Aviation Fuel Gets a Second Way to Qualify for Production Tax Credit
U.S.
- Blog
Against the Wind - Capline's Volumes Making Strides Two Years After Reversal, But Headwinds Remain
We’ve reached the two-year anniversary of the reversal of the joint-venture Capline crude oil pipeline. With its current north-to-south flow, it adds to the few conduits that can move oil from the Midwest to the Gulf Coast, specifically the St. James, LA, oil hub.
- Analyst Insight
New Natural Gas Production Record in Western Canada
Western Canadian natural gas production set a new record in early December near 19 Bcf/d, bringing 2023 year-to-date production growth to 0.54 Bcf/d. We currently expect additional growth in 2024 of 0.9 Bcf/d, but potential spending reductions by producers may undercut this estimate.
RBN LNG Voyager
The LNG Voyager weekly report provides subscribers with weekly updates of data, analysis and market intelligence on factors affecting feedgas and LNG export volumes, prices and infrastructure, including liquefaction and pipeline projects and capacity contracts.
- Analyst Insight
Natural Gas Prices Crushed Versus Last Year, But Global Gas Price still 5 Times U.S. Level
The price of U.S. Henry Hub natural gas in 2023 will average about 40% of the 2022 price.
- Analyst Insight
Tokyo Gas Becomes a Major Shale Producer
Tokyo Gas continues to develop it's globally diversified natural gas portfolio with 1.3 bcf/d upstream shale acquisition in East Texas.
