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.
Over the next five years, natural gas production in the Marcellus is expected to double, from just less than 8 Bcf/d today up to almost 16 Bcf/d in 2016. As that production enters the market, volumes that have traditionally served the Northeast market from LNG imports, Canadian imports, inf
In little more than two weeks, the CME/NYMEX prompt natural gas futures contract is up $0.76 to close at $2.945/MMbtu on Thursday (see graph below). That’s getting dangerously close to $3.00. Yesterday we noted that it was the drop below that $3.00 threshold that kicked off serious co
The coal to gas switching debate has been raging for months. How much is happening? How long will it last? Could switching continue to increase? Will the generators save the producers from themselves? So far this year, that latter assertion seems to be the case. 
Over the past six months, natural gas production in the Marcellus has continued to ramp up, despite low gas prices and pipeline capacity constraints. It would have grown even faster if capacity had not held back well completions. But new pipeline capacity is coming, and as it comes on
There is a lot changing in the propane market these days. Propane prices are down hard, hit by the triple whammy of increasing production from wet shale gas, the year of no winter, and constrained Gulf Coast export dock space. Up on top of that, all the petchem crackers want ethane, l
Refiners ultimately determine crude price values. Refining margins vary by location, crude quality, product prices and refinery configuration.
NYMEX Gasoline futures closed down two cents at $2.62/Gal today. The NYMEX gasoline contract is now down 23 percent since the middle of March. Refiners on the East Coast are heading for the exits.
NYMEX natural gas closed up again today at $2.767. Its now 26 percent higher than it was two weeks ago. Will recovering prices be reflected in higher sales this quarter?
Crude Oil Permian provides detailed analysis of the fundamental drivers impacting the Permian Basin crude oil market including weekly data, analysis and market intelligence updates of: Permian crude oil supply and demand, pipeline outflows and capacity, prices, and infrastructure updates.
NYMEX WTI crude traded at over $100/Bbl for most of March through May this year. With today’s close at $79.21/Bbl, the price is down 28 percent from this year’s highs. Canadian heavy crude bitumen postings fell to $64/Bbl last week.
Just a couple of days after we talked here in Marcellus Changes Everything about the rupture in the space-time continuum’ between Tennessee pipeline’s Marcellus Zone 4 and the market area Zone 6, prices really blew out.
