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.

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- Analyst Insight

SunZia, Largest U.S. Wind Farm, Starts Commercial Operations

The SunZia Wind Project, the largest wind farm in the U.S., began commercial operations this month. The wind farm, located in New Mexico, has a total net summer generating capacity of 3,650 megawatts (MW) and is composed of 916 wind turbines. Its capacity is more than three times larger than the next two largest wind farms, Alta Wind in Southern California (1,098 MW) and Great Prairie in northern Texas (1,027 MW). 

- Analyst Insight

Plug Power Sells $39.2 Million in Federal Tax Credits from Louisiana Hydrogen Facility

Plug Power said June 2 it has closed on the sale of a federal Investment Tax Credit (ITC) for ~$39.2 million associated with its hydrogen liquefaction facility in St. Gabriel, LA, (operated through Hidrogenii, its joint venture with Olin Corp. The St. Gabriel facility was commissioned in April 2025 and can liquefy up to 15 tons of hydrogen per day.

RBN NATGAS Haynesville

The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.

- Analyst Insight

EVREC Green Hydrogen/Ammonia Project Advances in Central Newfoundland

Exploits Valley Renewable Energy Corporation (EVREC) said May 18 that it filed the Environmental Impact Statement (EIS) for its project in Central Newfoundland. The project would reuse brownfield lands, repurpose the Port of Botwood (the closest deepwater port in North America to Europe) and harness the region’s wind resources to produce green hydrogen and ammonia. 

- Analyst Insight

Trump Administration Could Spare Funding for Most Hydrogen Hubs: Report

Federal funding for five of the seven regional hydrogen hubs and other energy-related projects that had been in line for termination could instead be preserved following a review by the Trump administration, according to Bloomberg, which cited a 39-page list of about 2,000 projects the Department of Energy said it plans to “retain or modify.”

- Analyst Insight

EPA Approves Carbon-Capture Project in Indiana

Indiana is a step closer to getting its first active carbon capture and sequestration project after the Environmental Protection Agency (EPA) approved the Class VI injection well for the One Carbon Partnership CCS project near Union City, which is about halfway between Indianapolis and Dayton, OH.

RBN Crude Oil TradeView

Crude Oil TradeView provides up-to-date data and insights into the behavior of differentials for 33 crude assessments across North America. Each week, it also walks you through the reasoning of why differentials widen, narrow, flip (premium vs. discount), or blow out.