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.
The White House has issued a 60-day waiver of the Jones Act, which will allow foreign tankers to move crude oil and refined products between U.S. ports in a bid to cool gasoline prices. Today, we dive into what the waiver could mean for U.S. refiners, consumers, and other market participants.
Today, we detail U.S. plans to release 172 MMbbl from the Strategic Petroleum Reserve, examine how it compares with U.S. actions after the Russian invasion of Ukraine in 2022, and why the SPR could drop to levels not seen since the Reagan administration.
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.
U.S. LNG feedgas demand bounced back sharply last week as several Gulf Coast terminals returned to peak operations following short-lived disruptions.
It’s been a busy few years for big-money M&A in the oil and gas industry.
Crude oil prices have surged since early February, climbing roughly 60% as the war involving Iran injected a sizable risk premium into global oil markets.
Russia’s 2022 invasion of Ukraine not only led to the demise of Russian pipeline gas supplies to Europe and caused prices to spike, but it also helped create new arbitrage opportunities for U.S. LNG shippers. In today’s RBN blog, we look at the different approaches the U.S.
U.S. oil and gas rig count gained two rigs to 553 for the week ending March 13 according to Baker Hughes data, as gains in Gulf of Mexico (+2), Haynesville (+1), Niobrara (+1) and All Other (+1) outpaced declines in the Eagle Ford (-1), Bakken (-1) and Anadarko (-1).
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
For the week ending March 13th, 2026, Baker Hughes reported that the Western Canadian gas-directed rig count was unchanged week-over-week at 65, while the Western Canadian oil-directed rig count fell by 9 week-over-week to 129 active rigs.
The prospects for Summit Carbon Solutions’ long-planned carbon capture and sequestration (CCS) project dimmed this week when a North Dakota judge revoked Summit’s permit to permanently sequester carbon dioxide (CO2) in underground storage.
Despite ongoing efforts by Pemex to boost production of gasoline, diesel and jet fuel, the Mexican market still depends on imports from the U.S. for just over half of its refined product needs.
