- Analyst Insight
Frac Spread - Chart Toppers
The frac spread just hit its lowest point in a year — down from last month and sharply lower year-over-year.
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
U.S. LNG Feedgas Slipped Last Week
U.S. LNG Feedgas demand slipped last week; Venture Global has finally started long-term contracts at Calcasieu Pass, but the drama with the project’s offtakers and the ongoing arbitration cases aren’t over. Meanwhile, with Plaquemines commissioning, VG has plenty of cargoes left to market.
- Blog
Money Can Buy It - After Permian M&A Spree, E&Ps Throttle Growth While Integrateds Motor On
The record $120 billion upstream M&A spending spree in 2024 focused on the consolidation of Permian Basin positions by the major U.S. publicly traded oil and gas companies.
- Analyst Insight
Permian Gas Production Rebounds Too Soon?
Production of natural gas bounced back in the Permian last week, but a maintenance event this week may put the crunch on capacity.
- Analyst Insight
Wild Ride — Corpus-Midland Oil Price Differential Suggests Pipeline Capacity Tightness Persists
The Corpus-Midland crude price differential has been volatile since the start of 2024. It is unclear if additional pipeline capacity expected to be in-service in the next few months will ease price volatility and levels.
- Analyst Insight
Tariffs Throw Prompt Mont Belvieu Propane Into Turmoil
For the past two weeks, prompt Mont Belvieu propane prices have been at a steep premium to the forward market, reflecting turmoil since the onset of the tariff war.
- Analyst Insight
The Roaring 20s are Here - Western Canada’s Gas Production Sets a Single Day Record
Western Canada's gas output set a new daily record of 20 Bcf on April 13. Are new records soon to follow?
- Analyst Insight
Houston-Bound Permian Crude Flows Bounced Back in December
Permian Basin crude oil flows to Houston extended their recovery in December, rebounding from the sharp June 2024 decline — the lowest volume since September 2023 — according to the latest monthly data from the Texas Railroad Commission.
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.
- Blog
Lovers in a Dangerous Time, Encore Edition - U.S., Canadian Energy Markets Remain Key Allies Despite Trade Tensions
The North American energy landscape has undergone significant shifts in production, infrastructure and pricing for crude oil, natural gas and NGLs over the past few years and developments within Canada have strengthened its role in the global energy trade, creating opportunities and reshaping sup
- Analyst Insight
US Rig Count Up Slightly on Gains in Appalachia
US oil and gas rig count grew to 585 for the week ending April 17 according to Baker Hughes data, a gain of two vs. a week ago. Three rigs were added in Appalachia, while the All Other group fell by one rig. All other basins were flat this week.
