- Analyst Insight
Overall Feedgas Last Week Averaged 11.63 Bcf/d
US LNG exports are again favoring Europe after volumes to Asia soared to the highest level in nearly two years in July.
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.
- Analyst Insight
Oneok Weighing FID on Waha to Mexico NG Pipeline
Oneok still weighing the development of a Waha Hub to Mexico natural gas export pipeline, the 2.8 Bcf/d Saguaro Connector Pipeline.
- Analyst Insight
U.S. LPG Export Capacity Tightens; Propane Terminal Resale Values Jump
U.S. Gulf Coast propane export terminal resale values have nearly doubled in August to around 12 c/gal currently.
- Blog
The Payback - Canadians 'Avenge' Keystone XL Loss With Takeover of Top U.S. Crude Export Terminals
Just a couple of years ago, TC Energy finally threw in the towel on its long-planned, long-delayed Keystone XL pipeline project, which would have substantially increased the flow of Western Canadian heavy crude to Gulf Coast refineries and export docks. It was a bitter loss.
- Analyst Insight
In Cutting Off New Uranium Mining Around Grand Canyon, Biden Shows How Mining and Political Interests Can Collide
President Biden signed an order declaring nearly 1 million acres around the Grand Canyon a national monument, making them permanently off-limits to uranium mining and other development and showing how politics and permitting interests often collide.
- Analyst Insight
Corpus Crude Price Soars Above Houston Due to Quality and VLCC Economics; Supports Gray Oak Open Season
The disparity between the price of WTI crude in Houston (Magellan East Houston, or MEH) versus Corpus Christi WTI has widened in August to the highest average spread since we’ve been keeping track of the data, except for a brief blip in February.
- Blog
Replace Me - E&Ps Grapple With Replacing Oil and Gas Reserves in Challenging, Uncertain Times
One of the major shocks of the pandemic was walking into supermarkets to see vast stretches of bare shelves where, for decades, stacks of toilet paper, diapers, infant formula, cooking oil, and even white flour used to magically repopulate overnight.
- Analyst Insight
Appalachia Natural Gas Midstream Expansions Heat Up
Appalachia natural gas midstream expansions are heating up. After Williams recently teased more brownfield expansions for Transco, DT Midstream announced a final investment decision on a new gathering system, and Equitrans announced it has begun construction on its Ohio Valley Connector Expansion.
RBN Propane Billboard U.S.
The monthly and weekly Propane Billboard reports feature insightful commentary and analysis of historical and anticipated trends in the U.S with a deep dive into the propane supply and demand balance by PADD. It includes a custom 1-year forecast with commentary and analysis on emerging market opportunities.
- Analyst Insight
US Rig Count Continues Downward Trend, Falling To 654
US oil and gas rig count saw a third consecutive decline this week, declining to 654 rigs for the week ending August 11 according to Baker Hughes. The Anadarko (+1) was the only basin to add rigs, while the Permian (-2), Appalachia (-2), Gulf of Mexico and All Other (-1) all lost rigs.
- Blog
Don't Let Me Be Misunderstood - Hydrogen's Colors Hog the Spotlight, but Tax Credit Puts Focus on Carbon Intensity
Clean hydrogen’s supporters often tout its growth potential, boosted in no small way by the billions of dollars in federal subsidies that will soon go toward supporting the buildout of an extensive series of regional hubs across the U.S.
