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.


Price Tag - European Commission Seeks to Add Transparency to LNG Market, Prevent Price Spikes
From its origins as a specialized energy source sold under long-term, point-to-point contracts to primarily Asian destinations, LNG has become progressively more commodified as its global reach has spread, with 44 countries now importing it.
Strange but True – Increase in Crude Differentials Tied to Trajectory of Crude Inventories


Trading in the USA - Pulling Back the Curtain on North America's Crude Oil Trading Market
Trading in the highly integrated US/Canadian crude oil market is undergoing a profound transformation, driven mostly by the pull of exports off the Gulf Coast.
Lower 48 NatGas Storage Surplus Contracts for First Time in 11 Weeks


Slow It Down - U.S. E&Ps Temper 2023 Capex Increases After Aggressive Late-'22 Investment Spurt
In marking the third anniversary of COVID’s onset, the Washington Post detailed a study that showed most of us are already shedding the virus-impacted memories of that tedious and often traumatic time to concentrate on looking ahead — a trait scientists label “future-oriented positivity bias.” Th
Exxon's Beaumont Expansion Ramping Up, Boosting PADD 3 Input
21 Bcf/d of LNG Exports from TX & LA in 4 Years

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.