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.
U.S. LNG Feedgas Heads Higher Even with Cove Point Offline


We Can Work It Out - Appalachia Gas Basis Outlook in a Pipeline-Constrained World
Appalachian natural gas producers and marketers are adapting to a new status quo — a world where new pipeline takeaway capacity out of the Northeast is hard to come by and is more or less capped ad infinitum.
IRS Moves to Make EVs, Plug-In Hybrids Immediately Eligible for Tax Credits in 2024
The Squeeze is Back on Crude Oil Export Margins; What Will it Mean for Volumes?


Feed Me - U.S. LNG Feedgas Demand Has Additional Upside Beyond New Capacity
LNG feedgas demand has averaged a record of about 12 Bcf/d this summer and fall. While that may sound like an impressive number (and it is), it could increase significantly — even without new capacity additions — over the next few months as seasonal demand rises and maintenance activity slows.
Lower 48 Natural Gas Supply Falls to YOY Deficit
US Rig Count Opens October With Weekly Decline

NATGAS Billboard is a daily, early morning email and report that provides an up-to-the-minute view of the natural gas market outlook, including storage injections/withdrawals and price. Billboard’s models incorporate pipeline flow data, weather models, electricity demand data and more.


Bigger - A New Report on Upstream Consolidation in the Permian and Other Key Plays
Even now, three-plus years after the start of the oil and gas industry’s biggest consolidation in a quarter century, hardly a month goes by without another major M&A announcement.