- Analyst Insight
Another Strong Build for Propane Inventories as Exports Plunge
U.S. propane inventories post a strong build of 3.1 MMbbl for the week ended May 19 while exports plunged well below the 4-week average.
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
Zydeco Pipeline Restart Quickly Undermines the Value of Louisiana Crudes
The pending restart of the Zydeco pipeline that ships crude from the Houston area to St. James, LA helped to undermine the relative price of Louisiana crudes last week.
- Analyst Insight
Canada's Natural Gas Exports Bottom Out Due to Low Prices Not Wildfires
Wildfires are still holding back Western Canadian gas production, but the situation has improved with production making gains in the past week. Importantly, wildfire-driven production curtailments did not produce a sharp pullback in gas exports to the U.S. Rather it was soft pricing at U.S.
- Analyst Insight
Gulf Coast Crude Oil Exports Fall to 3 MMb/d
Data from the Crude Voyager report shows that crude oil loadings across the U.S. Gulf Coast fell for the third straight week and were estimated at 3 MMb/d for the week ended May 19, down 314 Mb/d from the previous week.
- Analyst Insight
Crude Stocks Plunge Driven by Growing Supply Deficit
Crude oil bulls are boosted by an aggressive inventory draw of 12.5 MMbbl last week, due to a massive supply deficit, driven by falling net-imports and rising refinery demand, per the EIA’s WPSR.
- Blog
The Price is Right - North America Crude Oil Price Differentials Explain and Foretell Market Shifts
There is no debate about it: The CME/NYMEX domestic sweet (DSW) crude oil futures prompt-month contract at Cushing, OK, is the most closely followed benchmark in U.S. energy markets. It’s the price quoted in nightly news reports and general media publications. And now, with U.S.
- Analyst Insight
US LNG Maintenance Continues Lowering Feedgas Demand and Output
US LNG feedgas demand falls and output dips as maintenance continues, but both are expected to bounce back soon.
- Analyst Insight
Drought Restricts Panama Canal Traffic While VLGCs Sail Through Unfettered
Waiting times at the Panama Canal plunged during the last week of April and have remained low ever since.
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Hydrogen Billboard tracks the latest developments in the domestic and global hydrogen markets, filtering through the noise with an unbiased lens to deliver impactful hydrogen infrastructure and market analysis.
- Analyst Insight
Western Midstream Adding Permian Gas Processing Capacity
Monday (5/22) Western Midstream Partners, LP (WES) announced the sanctioning of a new 250 MMcf/d cryogenic processing plant in northern Loving County, the North Loving Plant.
- Blog
I Wanna Dance With Somebody - What's Driving the Energy Industry's Latest Cycle of Consolidation?
The energy industry’s upstream products — crude oil, natural gas and NGLs — are commodities, so the lowest-cost producers generally do best, especially if they are well-connected to downstream markets.
