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.
Surge in VLCC Presence in USGC Set to Drive Growth in Crude Oil Exports


Make That Connection - Understanding North American Crude Oil Markets in the Export Era
There’s a lot going on in North American crude oil markets these days. Exports are running strong. Midland WTI is now deliverable into Brent (but only if it meets specs). Pipelines from the Permian to Corpus Christi are maxed out, pushing incremental production to Houston.
Kinder's Tennessee Gas Pipeline Issues Force Majeure
Wave Of New U.S.G.C. Ethane Export Capacity Looms
US LNG Output Flat Despite Higher Global Gas Prices


Bring It On Home - Southeast Gas Midstream Expansions Heat Up As MVP Regains Traction
With the Mountain Valley Pipeline (MVP) project clearing some major legal hurdles in recent weeks and construction resuming, it’s become increasingly likely that Appalachian gas producers will soon have 2 Bcf/d of new takeaway capacity, potentially as early as late 2023.
Propane to Natural Gasoline Ratio at Historic Low; Get Your Propane Now While It’s Cheap


I'm a Believer - U.S. Refiners Stand to Benefit from Longer Reliance on Liquid Fuels, Limited Global Capacity Additions
The world consumes about 100 MMb/d of liquid fuels, which are critically important to every segment of the global economy and to nearly every aspect of our daily lives.