- Analyst Insight
Race for the Exit - Valero Announces Closure of Bay Area Refinery
Race for the Exit - Valero Announces Closure of Bay Area Refinery
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
Green Hydrogen, CCS Not Viable in Steelmaking Until 2030s: ArcelorMittal
Efforts to reduce greenhouse gas (GHG) emissions in steelmaking via carbon-capture technology and a switch to green hydrogen are unlikely to be economically viable before 2030, steelmaker ArcelorMittal said in its Sustainability Report 2024, which was published April 17.
- Blog
One Piece at a Time - Upstream Consolidation in Western Canada Quickens With Whitecap/Veren Deal
In an industry such as oil and gas that is beset with more uncertainty than usual of late due to geopolitical upsets, bubbling trade wars and a recent plunge in crude oil prices, being a larger company with the resources to survive the turbulent times — and thrive when the sailing is smoother — i
- Analyst Insight
Duke Proposes New Gas-Fired Facilities in Indiana
A new gas-fired power plant has been proposed in Indiana, which would pull natural gas from the Rockies Express system.
- Analyst Insight
Tunnel Vision: Army Corps Puts Line 5 Tunnel on the Fast Track
U.S. Army Corps of Engineers has announced it will fast-track the permitting process for Enbridge’s proposed Line 5 tunnel
- Analyst Insight
Canadian Drilling – Bottom in Sight for Spring Break Up
Rig counts are approaching the bottom of the seasonal cycle known as spring break up with a likely gradual increase post-April.
- Blog
Do You Really Want to Hurt Me - Gas Prices at Permian's Waha Hub Roar Higher, Devastating Shorts
What happens when almost everybody is on the same side of a trade and the fundamentals flip? Yup, max pain. Everyone races for the exits at the same time, sending the market into speculative liquidation mode and causing cascading losses.
- Analyst Insight
From Lawsuits to Lift-Off at Calcasieu
Venture Global finally starts long-term LNG deliveries from Calcasieu Pass — ending a years-long standoff with Shell, BP & others. Lawsuits continue, but the gas is flowing.
- Analyst Insight
Unexpected U.S. Propane Inventory Withdrawal
Unexpected off season propane withdrawal—the largest week-on-week inventory drop since 2020.
- Analyst Insight
Crude Oil Exports to India Rebound
Crude oil exports out of the Gulf to Asia rebound from quiet activity the week prior.
