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.


Some Like It Hot - Geothermal Energy May Be Poised For Growth Thanks to Shale Drilling Advances
Drilling techniques originally developed to unlock oil and gas from shale formations are increasingly being adapted to access and extract heat from deep underground rock formations, enabling the generation of electricity from geothermal sources. And while geothermal’s share of total U.S.
Crude Stocks Spike As Net Imports Remain Strong


Movers and Shakers - Midstreamers Using Acquisitions and Buyouts to Shake Up Their Portfolios
You might have thought the flurry of acquisitions and buyout deals that midstream companies entered into over the past couple of years would have satisfied their evident desire to refocus, expand and reshape their businesses. But you’d be wrong.
AECO-Henry Hub Cash Basis Trending Near 25-Year Lows
Propane Inventories Up, Exports Down


Wish You Were Here - Delay to Dow's Alberta Cracker Expansion Creates Uncertainty for Energy Suppliers
Alberta’s petrochemical industry received bad news in late April when Dow, one of the world’s largest petrochemical companies, announced that it was delaying construction on an immense expansion of its ethane cracker in Fort Saskatchewan, AB, only a little more than a year after sanctioning the p
U.S. LNG Feedgas Demand Rose Last Week

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.
U.S. Monthly Propane to Crude Ratio - Chart Toppers


Don't Stop Believin' - Appalachia Gas Production Growth Tied to Takeaway Adds, In-Basin Power Needs
The Marcellus/Utica has massive natural gas reserves, but daily, weekly and annual production in the three-state shale play is limited by three key factors: in-region demand, takeaway capacity and gas prices.