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.


Turn The Page - EU's Efforts to End Reliance on Russian Natural Gas Could Boost U.S. LNG Exports
The European Union (EU) has had to rethink and reconfigure major elements of its policies around natural gas since Russia’s invasion of Ukraine in February 2022.
Gas Production in Permian Down as El Paso Flows Decline
Permian Waha Natural Gas Price and Henry Hub Cash Move Toward Convergence?


Rolling in the Deep - Corpus Christi Dredging Projects Create New Opportunities for Crude Oil Exporters
The 35-year dream of widening the Corpus Christi Ship Channel and deepening it to 54 feet from the old 47 feet is at long last a reality.
Canadian Drilling – Oil Rig Count Jumps After Easing of Alberta Wildfire Threat
US Rig Count Falls For Seventh Consecutive Week, Drops To 555


Calm Before the Storm - E&P Q1 Earnings Rise Before Price Drop Darkens Q2 Outlook
Buoyed in part by early optimism about the Trump administration’s potentially positive impact on the economy and the oil and gas industry, the WTI spot oil price reached a five-month high of nearly $76/bbl in January.


Whatcha Gonna Do When C2 Says Goodbye - Could U.S. Ethane Survive Without China?
It looks like the U.S. ethane market may have just dodged a bullet. Since late May, the U.S. Bureau of Industry and Security effectively banned ethane exports to China, the destination for two-thirds of the ethane sent out of Gulf Coast docks — about 225 Mb/d in 2024.