Daily Energy Posts

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.

Mon 2/10/25 - Blog

Natural Gas

Sitting, Waiting, Wishing - Haynesville Gas Producers Hold Steady Ahead of Expected LNG Export Surge

Author Lisa Shidler

Producers in the Haynesville Shale had anticipated that growth in LNG exports in 2024 would goose prices and propel the play’s role as a crucial source of LNG feedgas.

Mon 2/10/25 - Analyst Insight

Crude Oil

Mars Crude Price Differential Recovers on Tariff Uncertainty and Supply Tightness

Author Martin King

Mars, the closely watched Gulf Coast sour crude price marker, has been punching out strong pricing differentials in the past two weeks, driven by a combination of tight imported supplies and crude import tariff uncertainty.

Mon 2/10/25 - Analyst Insight

Natural Gas

Permian Natural Gas Outflows Retreat but are Poised to Hit New Highs in Coming Months

Author John Abeln - NATGAS Permian

Outflows of natural gas from the Permian Basin were down last week relative to the previous week. However, we expect outflows to trend upward in the coming months.

Mon 2/10/25 - Analyst Insight

Natural Gas

Ontario’s January Gas Storage Withdrawals Second Largest on Record

Author Martin King

Though January 2025 cold was average for Ontario, the province recorded its second largest gas storage withdrawal on record in the month and continued the tilt the gas market toward stronger fundamental price support in 2025.

Mon 2/10/25 - Analyst Insight

Natural Gas Liquids

Ethylene Behaves Itself – Price of the Petrochemical Intermediate Back Inline With Ethane and Gas

Author RBN Team

About 80 % of ethylene in the U.S. is produced from ethane feedstock, so theoretically the price of ethylene should vary with ethane.

Fri 2/7/25 - Blog

Refined Fuels

Heart of the Country - How Would Midwest Refiners Deal With a 10% Tariff on Canadian Crude?

Author Housley Carr

The looming threat of a 10% tariff on U.S. imports of Canadian crude oil hasn’t just angered Canadians — and understandably so, we might add.

Fri 2/7/25 - Analyst Insight

Natural Gas

Parallel Pipelines in Mississippi are a Response to Future Feedgas Demand

Author John Abeln

With demand for natural gas on the Gulf Coast expected to increase in the coming years, two new pipeline projects are aiming to bring easier access to supply by traversing a very similar route.

Fri 2/7/25 - Analyst Insight

Industry

Canadian Drilling – Gas Rigs Hold Steady While Oil Rigs Ease Back

Author Martin King

Gas rigs still going sideways, while oil rigs eased back but still at very strong levels.

RBN Energy Crude Oil Billboard

U.S. Crude Oil Supply/Demand Analysis & Outlook

Crude Oil Billboard

Fri 2/7/25 - Analyst Insight

Crude Oil

US Rig Count Climbs On Small Gains In Multiple Basins

Author Jeremy Meier

US oil and gas rig count increased for the second consecutive week, adding four rigs vs. a week ago and climbing to 586 for the week ending February 7 according to Baker Hughes data.

Fri 2/7/25 - Analyst Insight

Renewables

Summit Carbon Solutions, Infinium Reach CO2 Offtake Agreement for Proposed E-Fuels Plant

Author Jason Lindquist

Summit Carbon Solutions will supply up to 670,000 MT of carbon dioxide to electrofuels producer Infinium for a proposed facility in North Dakota or South Dakota.

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