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.
Data Centers, Power Demand Boosting Nuclear Revival


Everybody Hurts - Trump's Tariffs Would Hurt Canadian Oil Producers More Than U.S. Refiners
Tariffs have served as a cornerstone of President Trump’s economic vision. In the campaign, he said he could impose tariffs as high as 25% on all imported goods from Canada — including crude oil — and he could deliver on that promise at any time.
Outflows of Gas from Northeast Plunged During MLK Day Snowstorm


Takin' It To The Streets - Assessing Venture Global's Assets in the Wake of Its $1.75 Billion IPO
Venture Global put U.S. LNG on center stage after going public on January 24. The company, now listed as VG on the New York Stock Exchange (NYSE), launched one of the largest initial public offerings (IPO) in U.S. energy history.
Crude Inventories Up; A First in 10 Weeks
Cold Weather Brings Record High Propane Draw


Sentimental Journey - Lower Profits, Cash Flows Help Push Share Prices Down for Diversified E&Ps
One of the most important but elusive factors that drive movements in share prices is investor sentiment, a prevailing attitude toward anticipated future performance that past or current performance metrics may not justify.

NGL Voyager offers subscribers a comprehensive market analysis of natural gas liquids exports which are driven by fundamentals, and combined with the latest industry buzz. The report examines U.S. export trends for propane, butane and ethane, and includes port of origin, destination and volume.