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.


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.
Waha Dives Back to Negative Despite Matterhorn Gas Flows


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.
US Rig Count Posts Small Weekly Gain, Climbs to 586
Canadian Drilling – Oil and Gas Rig Counts Hold in Narrow Ranges
Sentinel Midstream’s Texas GulfLink Navigating Deepwater Crude Export Regulatory Process


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.