- Analyst Insight
Canadian Drilling – One More Down Week To the Bottom of Spring Break Up
Oil rigs dropped another week to the downside so maybe this is finally the end of spring break up?
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
Cleveland-Cliffs Shifts Away From Hydrogen Project at Ohio Steel Mill
A decarbonization project by steelmaker Cleveland-Cliffs that would have heavily relied on hydrogen will be “substantially altered,” CEO Lourenco Goncalves said Thursday, who cited the changing energy priorities under the Trump administration.
- Blog
Head Full of Doubt, Road Full of Promise - Policy Uncertainty Clouds Path Forward for Energy Projects
The Trump administration’s approach to economic policy — including tariff threats to longtime allies backed by sometimes shifting policy goals — might be a sound tactical move in the long run by keeping negotiators on edge and extracting better deals.
- Analyst Insight
Appalachian Gas Production Remains High Despite Low Regional Demand
Demand for natural gas in the Northeast continued to decline, but production is holding steady in defiance of the typical shoulder-season trend.
- Analyst Insight
Gulf Coast Re-Exports of Canadian Heavy Crude Oil Bounce Higher in April
Canadian crude re-exported from the Gulf continues to find buyers from India and Spain while China remains absent.
- Blog
Waltz Across Texas - WhiteWater and Company-Led JV Expand Role in Moving Permian Gas to Coast
Several large, publicly held midstream companies play critical roles in transporting crude oil, natural gas and NGLs from the Permian Basin to markets along the Gulf Coast, and all of them are investing hundreds of millions or even billions of dollars to expand their Permian-to-Gulf infrastructur
- Analyst Insight
LNG Canada Anticipating First LNG Production in June
First LNG production at LNG Canada is reported to be lining up for June. This would sync with reports earlier this year that the first export cargo will take place in July.
- Analyst Insight
U.S. Propane Stocks Up, But Below Expectations
U.S. propane inventories ticked higher last week—but not as much as expected. Exports also slid below seasonal norms.
RBN Crude Oil TradeView
Crude Oil TradeView provides up-to-date data and insights into the behavior of differentials for 33 crude assessments across North America. Each week, it also walks you through the reasoning of why differentials widen, narrow, flip (premium vs. discount), or blow out.
- Analyst Insight
Spring in its Step – Western Canada’s Natural Gas Sets a New Production Record for April
A new record was set for Western Canada's April gas production at 19.1 Bcf/d and the fourth highest monthly average. Production remains robust ahead of the start up of LNG Canada.
- Blog
Waxy and I Know It - An Insider's Guide to the Uinta Basin’s Rock, Reserves and Growth Potential
In just a few years, the Uinta Basin has morphed from a quirky, waxy-crude curiosity to a burgeoning shale play with production north of 170 Mb/d and initial production (IP) rates that compare favorably with the best wells in the Permian.
