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
The Bakken Patoka price differential jumped to +$3.40/bbl last week, its highest premium since July 22, 2024.
- Analyst Insight
U.S. LNG Feedgas Drops But Likely to Rise This Week
Social Teaser: Feedgas demand at Sabine Pass is climbing as it appears that maintenance, which caused two trains to be offline for the entire month, is wrapping up. The terminal’s restart will send feedgas demand and exports back to record highs. For more, see this week's LNG Voyager report.
- Analyst Insight
U.S. Gulf Coast 3-2-1 Crack Spread - Chart Toppers
Diesel’s doing the heavy lifting again. The USGC 3-2-1 crack spread is holding near $23.67/bbl, as diesel cracks surged past $28 before settling slightly. Gasoline lagged but made a late comeback.


- Blog
Fun, Fun, Fun - Even in a Market Rife With Uncertainty, Producers Continue Reshaping Their Portfolios
Energy-market risks abound. Israeli attacks on Iranian oil and gas infrastructure. The looming possibility of a global trade war. Up-and-down prices for WTI and Brent.
- Analyst Insight
Permian Gas Outflows Increase as Flows to Mexico Remain High
Flows from the Permian Basin to Mexico have been strong this June and may set a new monthly record.
- Analyst Insight
LNG Canada: First LNG Production and a Nearby Tanker Awaiting First Exports
First LNG production for LNG Canada was confirmed this past weekend with a LNG tanker awaiting arrival orders just a few days sail from the Kitimat site.


- Blog
You're Gonna Go Far - EPIC Crude Pipeline, Poised for Growth
The EPIC Crude Pipeline, which stretches from the prolific Permian Basin in West Texas to Corpus Christi, has operated above its original nameplate capacity for more than a year, with volumes rising in recent months.
- Analyst Insight
Rig Count Gains In Niobrara Aren't Enough To Offset Losses In Permian, Anadarko
US oil and gas rig count declined for the eighth consecutive week, falling to 554 for the week ending June 20 - a decline of one vs. a week ago according to Baker Hughes data.
- Analyst Insight
Canadian Drilling – Rig Counts Stall Out at Midyear
Western Canadian drilling has stalled out at mid year with another slight drop in gas rigs and an atypical small pullback in oil rigs.
- Analyst Insight
Senate Budget Bill Offers No Reprieve to Hydrogen
The Senate’s version of the budget reconciliation bill, which was released earlier this week, is somewhat more generous to clean-energy initiatives than the House version but retains a provision to effectively end the 45V tax credit for clean hydrogen production.