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.


Go All the Way - Proposed Pipelines Would Land Permian Natural Gas on LNG Terminals' Doorstep
The Permian natural gas pipeline build-out is entering a new era. With numerous LNG terminals set to expand exports along the U.S. Gulf Coast through the end of this decade, the need to link Permian gas supply to those facilities has never been greater.
US Rig Count Falls For Second Consecutive Week, Dropping To 751
Propane Weekly Inventory Draw Lower Than Expected as Exports Fall
Diesel Cracks Crater with Weak Middle Distillates
Hydrogen Update


Ebb and Flow - Commodity Pricing Currents Trigger Significant Regional Shifts in 2023 E&P Investment
The pandemic-induced shackles on U.S. E&P capital spending were shattered by rising commodity prices in 2022, and total investment for the 42 producers we follow rose a dramatic 54% over 2021.
Record Number of VLCCs Depart with U.S. Crude in March

Crude Oil Permian provides detailed analysis of the fundamental drivers impacting the Permian Basin crude oil market including weekly data, analysis and market intelligence updates of: Permian crude oil supply and demand, pipeline outflows and capacity, prices, and infrastructure updates.


Now It's Gone, Gone, Gone - U.S. Crude Oil Helps Replace Russian Barrels in Europe
Russia supplied significant volumes of crude oil and refined products to Europe for many years.