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
U.S. propane exports continue to soar in 2023 setting another weekly all-time high.
- Analyst Insight
Corpus Christi Loads Record Weekly Crude Oil for Export
Crude oil exports from the Corpus Christi set a new record as the area terminals loaded 2.8 MMb/d of crude for export for the week ended April 14. These volumes were up from 1.9 MMb/d noted in the previous week and were loaded onto 20 tankers. All terminals in the region loaded shipments last week.
- Analyst Insight
Lackadaisical Demand, Record Production in Western Canada, and Weak Gas Prices Challenge Production Economics
Record production and shoulder season demand are combining to generate one of the fastest gas storage accumulations to this point of the injection season on record; Alberta and Eastern Canada gas storage are putting the nation on track for a well above average storage surplus.


- Blog
Take Me to the Top - Will Another Big-Money Deal Take ExxonMobil to #1 in the Permian?
For a major oil and gas producer, organic growth over time is all well and good. But if you want next-level scale — and the economies that come with it — there’s nothing like cannon-balling into the deep end of the pool with a huge, game-changing acquisition.
- Analyst Insight
Asia FEI Propane Discount to Naphtha Widens Favoring LPG Cracking
The closely watched Asian FEI propane to naphtha spread has gone from near parity in mid-March to deep discount of -$96/mt as of April 16.
- Analyst Insight
Daily Feedgas Demand Hits New Record Exceeding 14 Bcf/d, Twice
US LNG feedgas demand and exports climb to new highs as all terminals operate at or above full contracted utilization.
- Analyst Insight
Kinder Floats Open Season for SW U.S. Products Pipeline
Kinder Morgan, Inc. announced 4/12 the launch of a binding open season to solicit commitments to support a proposed expansion of a portion of its SFPP (Santa Fe Pacific Pipeline) pipeline system from El Paso, Texas to Tucson, Arizona. The open season will run from April 12, 2023 until May 26, 2023.


- Blog
Now It's Gone, Gone, Gone, Part 2 - To Replace Russian Products, Europe Turns to Asia, Mideast
Russia has long been a significant supplier of refined intermediates and finished products to Europe, just as it has been of crude oil.
- Analyst Insight
Tesla Continues Dominance of EV Market, but GM Sees Biggest Jump
Tesla retained its dominant position in the EV market in Q1 2023, but GM saw the most dramatic jump in sales.
- Analyst Insight
The 2023 Great Propane Production Mystery. Is Production Increasing or is it Flat?
Where are the mystery barrels going into inventories and exports coming from? Could EIA weekly propane production be understated?