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.
President Trump announced on Tuesday, February 17, a $550 billion trade agreement between the United States and Japan, with roughly $36 billion allotted for U.S. oil, gas, and critical mineral projects.
Microsoft is racing to build data centers as quickly as possible and reported on Wednesday (January 28) that it added nearly 1 gigawatt of power in the last three months of 2025. That’s enough to power nearly 800,000 homes.
The Crude Voyager is a weekly analysis of U.S. Gulf Coast loading activity that explains the ebbs and flows of crude loadings, destinations, and geopolitical issues impacting U.S. exports. It outlines the major paths for laden tankers hauling U.S. crude all over the world and reflects the change in tanker departures to the main regions that consume U.S. crude.
According to the EIA’s Weekly Petroleum Status Report (WPSR), for the week ended Friday, January 16, a drop in implied motor gasoline (mogas) demand contributed to a nearly 6 MMbbl build in total gasoline inventories, lifting total mogas stocks to 257 MMbbl (yellow dashed oval in chart below), th
Wow! Pragmatism! Driven by physics, economics and, yes, even politics. It’s clear that 2025’s reset will carry into 2026, and energy markets are breathing a collective sigh of relief. So what does this renewed tilt toward fossil fuels mean for markets? Today, our Prognostications for 2026.
The EIA’s Weekly Petroleum Status Report (WPSR) released this morning shows a steep increase in motor gasoline inventories for the week ending January 2, 2026.
Wow! Pragmatism! Driven by physics, economics and, yes, even politics. It’s clear that 2025’s reset will carry into 2026, and energy markets are breathing a collective sigh of relief. So what does this renewed tilt toward fossil fuels mean for markets? Today, our Prognostications for 2026.
Well, 2025 is now in the books, allowing us time for reflection, resolution-making and pretending we always knew how the year would turn out. And unlike many, we also look into the rear-view mirror to see how we did with last year’s predictions. That’s what we’ll do in today’s blog.
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.
ExxonMobil delivered another strong performance in Q3 2025, further cementing its reputation as an industry leader in operational execution and capital efficiency. The company reported strong earnings per share, driven by disciplined cost management and continued advancements in technology.
North America is an integrated energy market so deeply connected that it functions as one massive, interdependent system for the three “drillbit hydrocarbons”: crude oil, natural gas and NGLs.
It's an integrated energy market that stretches across the North American continent, from Texas and Florida to the mountains of British Columbia and Canada’s industrial heartland in Ontario/Quebec — a cross-border network so deeply connected, it functions as one massive, interdependent system for
