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.


Let's Dance - Public Non-Op E&Ps Emerge as New Source of Permian Consolidation Funding
The wave of Permian corporate consolidations has continued unabated as spring transitioned into summer with the public company purchases of two EnCap-funded Delaware Basin private operators: Forge Energy, which was purchased by Vital Energy for $540 million, and Novo Oil & Gas, which was purc
Most of U.S. At Elevated Risk for Energy Shortfall This Summer: NERC
Fundamentals Indicator Crude-To-Gas Ratio Comes Back to Earth from the Stratosphere


Burning Down the House - Wildfires, Pipeline Maintenance Punish Western Canadian Gas Production
Western Canada’s natural gas production has been on a roll in the past couple of years, reaching a record 17.3 Bcf/d in 2022. Another year of strong growth was expected in 2023, but Mother Nature had other plans — as usual.
US Rig Count Continues To Fall, Dropping to 682
After Yearslong Battle, MVP Snags Final Water Permit to Begin Construction


It's Not Enough, Part 2 - Sustainable Aviation Fuel Can Only Fly With More Incentives
It seems logical that shifting over time to aviation fuel with a lower carbon footprint would represent the most practical way for the global airline industry to reduce its greenhouse gas (GHG) emissions.

NGL Voyager offers subscribers a comprehensive market analysis of natural gas liquids exports which are driven by fundamentals, and combined with the latest industry buzz. The report examines U.S. export trends for propane, butane and ethane, and includes port of origin, destination and volume.