- Analyst Insight
U.S. LNG Feedgas Up In Week Ended October 11
U.S. LNG Feedgas Up In Week Ended October 11; Cove Point Back From Maintenance
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
Permian to Gulf Coast Crude Oil Differential Highest Since 2020 as Pipes to Houston Fill
The differential between Permian/Midland WTI crude oil and WTI on the Gulf Coast, represented by Magellan East Houston (MEH) is up so far this month.
- Blog
Brave - Armed With New Growth Plans, Gulf of Mexico Drillers Endure Hurricanes And More
The Gulf of Mexico (GOM) may account for less than one-fifth of U.S. oil production but it’s a region that’s more than holding its own. Drillers plan to expand production, using advanced technologies to tap untouched reserves in deeper waters.
- Analyst Insight
Waha Dives Back to Negative Despite Matterhorn Gas Flows
Despite Matterhorn pipeline flowing gas to the East, Waha natural gas prices have plunged back into negative territory.
- Blog
The Long Road - More EVs Coming, But Forecasts For Sales Growth, Impact On Gasoline Demand Vary
There’s been a lot of speculation about whether the pace of electric vehicle (EV) adoption has slowed, with JD Power now expecting EVs to make up 9% of U.S. new-car sales in 2024, down from its earlier estimate of 12.4% but still up from 7% in 2023.
- Analyst Insight
US Rig Count Posts Small Weekly Gain, Climbs to 586
US oil and gas rig count posted a very modest gain for the week ending October 11, adding one rig vs. a week ago and climbing to to 586 according to Baker Hughes. Rigs were added in the Eagle Ford (+1), Anadarko (+1) and All Other (+1), while Appalachia (-2) lost rigs.
- Analyst Insight
Canadian Drilling – Oil and Gas Rig Counts Hold in Narrow Ranges
Canadian oil and gas rig counts have stabilized in narrow ranges in the past few weeks.
- Analyst Insight
Sentinel Midstream’s Texas GulfLink Navigating Deepwater Crude Export Regulatory Process
Texas Gulflink deepwater crude export project clears some regulatory hurdles in September
RBN NATGAS Billboard U.S.
NATGAS Billboard is a daily, early morning email and report that provides an up-to-the-minute view of the natural gas market outlook, including storage injections/withdrawals and price. Billboard’s models incorporate pipeline flow data, weather models, electricity demand data and more.
- Blog
Lessons Learned - Difficulties in Bringing New Units Online at Vogtle Could Help Future Nuclear Projects
There is a lot of talk about the best way to meet the expected increases in U.S. power demand, driven by manufacturing growth and the rapid development of large-scale data centers, which has sparked renewed interest in nuclear power.
- Analyst Insight
Milton Roils Gas-Fired Power Demand
Hurricane Milton has caused millions of customers to lose power in Florida, creating a major impact on demand for natural gas in the region.
