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.


Welcome to the Future - Sulfur Credit Investments Pay Off 10-Fold for Forward-Looking Refiners
The price of the Tier 3 gasoline sulfur credit hit $3,600 in October, up by a factor of 10 from two years ago and roughly in line with the all-time highs seen in late 2019. This tradable credit allows refiners to sell gasoline that exceeds the sulfur specification on gasoline sold in the U.S.
Contract Awarded for Pipeline to Saguaro LNG
LNG Canada Partners’ October Gas Production Pushes to Record High
Huge Swing in Crude Demand Not Enough to Defer Inventory Build


Time Has Come Today - Utilities, Other Natgas Buyers Dip Toes in Certified/Differentiated Gas Market
The drive to minimize methane emissions along the natural gas value chain — and have entities like MiQ and Project Canary certify or differentiate natgas as “low-emissions” — may have started upstream with E&Ps eager to boost their environmental cred, but the effort also has been monitored cl
Record Number of VLCCs Enter USGC for Crude Oil Shipments
U.S. Propane Inventories Decrease Modestly While Exports Weaken

The Crude Voyager is a weekly analysis of U.S. Gulf Coast loading activity that explains the ebbs and flows of crude loadings, destinations, and geopolitical issues impacting U.S. exports. It outlines the major paths for laden tankers hauling U.S. crude all over the world and reflects the change in tanker departures to the main regions that consume U.S. crude.


Train Kept A-Rollin' - For Florida, a Proposed 'Rolling Pipeline' for Refined Products
Florida is entirely dependent on others for the vast amounts of refined products it consumes — every gallon of gasoline, diesel and jet fuel that’s pumped into cars, SUVs, trucks, locomotives and airplanes in the Sunshine State needs to be either shipped or trucked in.