- Analyst Insight
Ethane Exports by Enterprise Denied by BIS
Enterprise's ethane exports are already being affected by the BIS decision to require special licenses to do so.
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.
- Blog
Big Deal - Supreme Court's Ruling on Uinta Basin Railway Is a Big Win for Energy Infrastructure Projects
Midstream developers have complained for decades that federal courts reviewing agency approvals for their infrastructure projects have cast too wide a net — that is, instead of requiring agencies to simply analyze the specific environmental impacts of the project in question, the courts have been
- Analyst Insight
U.S. Feedgas Drops Due to Ongoing Maintenance
Social Teaser: Maintenance is weighing on U.S. LNG feedgas demand and exports. May saw a sharp dip in cargo activity, and with Sabine Pass maintenance just getting started, June doesn’t look any better. For more, see this week’s LNG Voyager report.
- Analyst Insight
Frac Spread - Chart Toppers
June 2025 is averaging just $2.94/MMBtu — down 11% from May and a steep 29% YoY decline.
- Analyst Insight
Port of Corpus Christi Expansion Project Completed
The Port of Corpus Christi Expansion Project has successfully deepened the channel from 47' to 54'.
- Blog
Hey, Hey, What Can I Do - 'Unacceptable Risk' Label Could Disrupt U.S. Ethane, Butane Exports
After dodging the huge tariffs on exports of U.S. LPG and ethane to China — at least until August 12 — a new wrinkle has emerged. Enterprise Products Partners said in a filing May 29 that the U.S.
- Analyst Insight
Canadian Drilling – Springtime Blues: Rig Counts Still Not Ticking Higher
No spring revival as rig counts are held back due to wet weather in parts of Alberta, wildfires in other parts and spending caution by producers.
- Analyst Insight
Waha Gas Prices Back to Positive as Mexico Exports Remain High
Exports to Mexico have been near their maximum achieved levels recently, as Waha gas prices recover despite Westbound outages on El Paso.
RBN NATGAS Permian
NATGAS Permian is a weekly natural gas fundamentals analysis focusing entirely on the key market drivers within the Permian basin. The report contains details and forecasts around natural gas production, demand, pricing, and a summary of pipeline outflows and capacities from the Permian to neighboring regions.
- Analyst Insight
Cenovus Shuts Down Christina Lake Oil Sands Production Due to Wildfire Threat
Wildfires have forced Cenovus to undertake a precautionary shut down of its Christina Lake production affecting ~240 Mb/d of bitumen output.
- Analyst Insight
Ethane Ratio to Natural Gas Crashes to 0.92X, Signaling Rejection
For the first time this year, the ratio of ethane to natural gas has crashed below 0.95X, signaling the prospects for ethane rejection in many parts of the country.
