- Analyst Insight
Gulf Coast Terminals Load Lowest Volume of Crude in 15 Months
Crude oil shipments across the U.S. Gulf Coast fell by a steep 1.2 MMb/d to 2.5 MMb/d for the week ended June 9 — the lowest in nearly 15 months.
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
It's Not Enough - SAF Production Will Need More Than the IRA Tax Credit to Really Take Off
Around the world, there’s a strong push to put aviation on a more sustainable footing and reduce the industry’s greenhouse gas (GHG) footprint. Increasing the production of sustainable aviation fuel (SAF) — a close cousin of renewable diesel (RD) — is key to this effort.
- Analyst Insight
RBN’s Accordion Theory for Natural Gas Basis is Weird
RBN’s accordion theory for natural gas basis is weird. Basically goes like this:
As benchmark Henry Hub price rises, supply hub prices rise more slowly and so basis widens and when Henry falls, the supply hub prices decline more slowly so basis narrows.
And we see it borne out in the data.
- Analyst Insight
Enbridge Sells Bakken Crude Pipeline
A Native American tribe in North Dakota has entered an agreement to buy an idle pipeline from Enbridge to help deliver oil from wells on its reservation to the broader market for $5 million.
- Analyst Insight
U.S. Propylene Margins Under Pressure; Enterprise PDH-2 Start-Up Looms
U.S. PDH propylene margins peaked at 49 c/lb in early March as polymer grade propylene prices (PGP) soared to over 70 c/lb. PGP prices have since crashed to around 30 c/lb pulling PDH plant margins down to only 14 c/lb.
- Analyst Insight
U.S. LNG Feedgas Demand Drops
US LNG feedgas demand drops further with flows to the US’s largest terminal, Sabine Pass, falling to about 60% of typical levels, probably because of maintenance.
- Blog
King Creole - The 'Big Three' of U.S. LNG Look to Press Their Advantage, Push More Projects to FID
Three new LNG export projects have reached a final investment decision (FID) in the past year or so — Venture Global’s Plaquemines LNG, Cheniere’s Corpus Christi Stage III expansion, and, most recently, Sempra’s Port Arthur LNG. What do these projects have in common?
- Analyst Insight
Rising Power Generation from Renewables, Gas, Nuclear to Push Summer Coal Demand Lower: EIA
The largest increases in U.S. electricity generation this summer will come from solar, wind, and natural gas-fired power plants, although nuclear power will also get a boost, the EIA said in its Short-Term Energy Outlook for June.
RBN NGL Voyager
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.
- Analyst Insight
WTI Deliveries into the Brent Market: Has Brent Become Nothing More than Freight Adjusted WTI Midland?
Has Brent Become Nothing More than Freight Adjusted WTI Midland?
