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.
About five weeks ago Bakken crude oil prices nose-dived almost $25/Bbl in a few days. In a posting titled A Perfect Storm in the Bakken we looked at the geography of flows through Clearbrook and Guernsey, the behavior of regional prices and the causes of the price crash.
If you don’t have young teenagers (I don’t) and are not in the blogging business (I am), you might not be keeping up with the incredible number of internet/texting acronyms that have entered the ‘language’ over the past few years. One such acronym is NGL which of course stands for Not Gonna
This is Part V of a series on the Golden Age of Natural Gas Processors. The first four parts reviewed the crude-to-gas ratio at 50X, the impact of increasing NGL production on prices, the uplift value provided by gas processing, and who gets all the money. Today we examine the incredi
Thursday’s RBN post closed out with the prospect of bad news for gas price bulls if EIA storage came in with some number like +56 bcf when expectations were for +45. So the EIA build turned out to be one notch higher at +57 bcf. True to form, the CME/NYMEX May contract dropped like a
Yesterday April Natgas rolled off the board closing with still another 10 year low, and the third official day of April bidweek wrapped up a weak trading session.
Yesterday the folks at Raymond James issued a great research piece titled “Hell Brent and Gulf Coast Bound, WTI Discount's Here to Stay”. Got to love those RJ titles. We won’t get into their numbers or the details of their analysis, but three of their points I’ll summarize here.
This is Part IV of a multi-part series on the Golden Age of Natural Gas Processors. The first three parts covered the following topics:
Yesterday the folks at RBC Capital Markets issued an excellent research piece titled “Cross-Sector Implications of North America Energy Supply Chain Evolution.” It is a look at the shale revolution from the perspective of a supply chain – the linkages between interconnected businesses invol
The LNG Voyager weekly report provides subscribers with weekly updates of data, analysis and market intelligence on factors affecting feedgas and LNG export volumes, prices and infrastructure, including liquefaction and pipeline projects and capacity contracts.
In the previous posts of this series (Part I and Part II) we’ve looked at the relationship between NGLs and crude (weaker), the differences between the price performance of light and heavy NGLs (weaker vs. stronger) the frac spread for a typical plant (huge).
This post continues yesterday’s review of the Golden Age of Natural Gas Processors, an analysis of the 50X crude-to-gas ratio on the economics of natural gas processing and the market for natural gas liquids. To fully understand this post, first see The Golden Age of Natural Gas Processors
