- Analyst Insight
Hot Stuff — Ontario on Track for Record Gas Power Burn
Ontario's average gas power burn in July 2025 is nearing an all-time record thanks to very hot weather.
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
Turn The Page - EU Efforts to Move Away from Russian Gas Add Uncertainty to Global LNG Market
The European Union (EU) has taken a number of steps in recent years to end its reliance on Russian natural gas, which accounted for nearly half of the bloc’s supplies before the 2022 invasion of Ukraine.
- Analyst Insight
Gulf Coast Gasoline-to-Diesel Ratio - Chart Toppers
Gasoline drops to 90% of diesel on the Gulf Coast
- Analyst Insight
Waterborne Crude Oil Exports from the Trans Mountain Pipeline Decline for Third Consecutive Month
Exports of crude oil by tanker from the Trans Mountain Pipeline fell off for a third consecutive month in June likely reflecting various domestic and international market factors.
- Analyst Insight
U.S. LNG Feedgas Demand Continues to Climb
Commissioning activity at Plaquemines, Corpus Christi Stage III, LNG Canada, and potentially Golden Pass will keep pushing LNG feedgas demand to new highs in the back half of this year. For more, see this week’s LNG Voyager report.
- Blog
We're an American Band - Foreign Firms Step Up Investments in U.S. Production and Infrastructure
The uncertainty and angst spurred by the ongoing trade war doesn’t seem to have dampened foreign companies’ interest in acquiring upstream and midstream energy assets in the U.S. The recent rumor — still unconfirmed — that Mitsubishi Corp.
- Analyst Insight
Gulf Coast Re-Exports of Canadian Heavy Crude Oil Holds Steady into Mid-Year
Canadian re-exports of heavy crude oil in June from the U.S. Gulf Coast remained near steady for a third consecutive month.
- Blog
My Way - ExxonMobil's Strategy for Wink to Webster Pipeline Enhances Control of Permian Crude
The Wink to Webster Pipeline, operated by ExxonMobil, stands out as the largest crude oil pipeline by capacity exiting the prolific Permian Basin in West Texas.
RBN NATGAS Permian
NATGAS Permian is a weekly natural gas fundamentals analysis focusing entirely on the key market drivers within the Permian basin. The report contains details and forecasts around natural gas production, demand, pricing, and a summary of pipeline outflows and capacities from the Permian to neighboring regions.
- Analyst Insight
Slow Week For Rigs As Total US Count Drops To 537
In another week-on-week decline, US oil and gas rig count declined by two for the week ending July 11, dropping total rigs to 537 according to Baker Hughes. The Anadarko (-1) and All Other (-1) both lost rigs, while no basins reported gains this week.
- Analyst Insight
Canadian Drilling – Summer Heat Lifts Rig Counts
For the week of July 11, the Canadian oil rig count rose with drier weather while the gas rig limped higher.
