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
Crude oil exports bound for India and South Korea crater.
- Analyst Insight
U.S. LNG Sets Another Record in April
Social Teaser: U.S. LNG exports hit a new record in April, driven by strong commissioning activity at Plaquemines LNG. The terminal’s ramp has been driving U.S. LNG exports higher this year. For more, see this week's LNG Voyager report.


- Blog
Do You Realize? - U.S. Propane Pricing Reflects Seasonality, Contract Provisions, Transport Costs
The U.S. propane market may appear seamless at times, but a lot is happening just below the surface to determine consumer pricing.
- Analyst Insight
Permian Gas Production Recovers While Prices Gain
Permian gas production ticked higher last week as recent pipeline maintenance on Permian Highway wrapped up, allowing flows to normalize and prices to recover.
- Analyst Insight
WTI Woes Worsen Amid Weakened Demand and OPEC+ Whiplash
WTI crude prices crater amid weakened demand and OPEC+ supply hike.
- Analyst Insight
How Low Can You Go – WTI Drops Below $60/bbl
WTI and Brent prices crashed (again!) last week with WTI marking a loss.


- Blog
I’m Back (Back in the LNG Groove) - How Woodside's FID on Louisiana LNG Shakes Things Up
Woodside Energy’s final investment decision (FID) on the $17.5 billion Louisiana LNG terminal was a stunner. For one thing, only 1 million metric tons per annum (MMtpa) of the project’s 16.5 MMtpa (2.2 Bcf/d) of capacity is under contract — U.S.
- Analyst Insight
US Rig Count Posts Decline to Begin the Month of May
US oil and gas rig count posted a weekly decline on the first week of the new month, falling by three rigs to 584 for the week ending May 2 according to Baker Hughes data.
- Analyst Insight
Canadian Drilling – Reaching the Bottom of Spring Break Up
Western Canada's rig count appears to have reached the low point of spring break up. Real question going forward will be how fast does the rig count recover?
- Analyst Insight
Air Products ‘Getting Back to Basics,’ Delays Louisiana Blue Hydrogen Project
Air Products will delay its $4.5 billion blue hydrogen project in Louisiana until 2028 or 2029 as it looks to derisk the project, CEO Eduardo Menezes said during the company’s quarterly earnings call on Thursday.