

As demand for data centers accelerates, developers continue to search for locations that offer the best combination of several factors, starting with the availability of uninterrupted (and affordable) power. Those variables have led to a data-center buildout in several parts of the U.S., such as Northern Virginia, Texas and California’s Silicon Valley, but Canada has its own set of positives to lure developers. In today’s RBN blog, we look at the state of data-center development in Canada, how the factors that affect site selection differ from the U.S., and how Canada is working to become a bigger player in the global market.
Analyst Insights are unique perspectives provided by RBN analysts about energy markets developments. The Insights may cover a wide range of information, such as industry trends, fundamentals, competitive landscape, or other market rumblings. These Insights are designed to be bite-size but punchy analysis so that readers can stay abreast of the most important market changes.
Enstor, one of the largest privately owned natural gas storage companies in the United States, yesterday announced that it has signed an agreement to purchase Black Bear Transmission from Basalt Infrastructure Partners.
The EIA reported total U.S. propane/propylene inventories had a build of 2.63 MMbbl for the week ended August 15, which was more than industry expectations for an increase of 2.2 MMbbl and the average build for the week of 1.5 MMbbl. Total U.S.
Report | Title | Published |
---|---|---|
NATGAS Permian | NATGAS Permian Weekly - August 18, 2025 | 3 days 18 hours ago |
Chart Toppers | Chart Toppers - August 18, 2025 | 3 days 19 hours ago |
TradeView Report | TradeView Crude Oil Price Analytics And Differentials - August 15, 2025 | 4 days 8 hours ago |
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. Still, Gulf Coast output has always been at risk from severe storms, just like the onshore outlets and infrastructure on which producers depend. In today’s RBN blog, we’ll discuss highlights from our new Drill Down Report on the developments in the Gulf.
In the far western reaches of the Permian Basin lies Orla, TX — a town steeped in history and significance. Orla, which can be fittingly translated into “border” in Spanish, is about 40 miles north of Pecos, near the New Mexico border in Reeves County. Founded in 1890 as a section house for the Pecos Valley Railroad, Orla evolved from a modest stop along the tracks to a bustling oil supply hub — not your typical hub with lots of tank farms close together but still a heavy throughput area — by the 1960s. Though often considered a ghost town today, with a population thought to be in the single digits, Orla remains a vital player in the oil industry. As the origin region for several major takeaway pipelines in the Permian, this once-thriving community continues to serve as a crucial link in the region’s vast network of oil exploration, extraction and transportation, particularly along heavily traveled U.S. Highway 285. In today’s RBN blog, we look at the role that Orla plays in crude oil takeaway from the prolific Permian Basin.
Hundreds of miles separate the Permian Basin from the U.S. Gulf Coast, but in the Shale Era traversing that span has become increasingly important to Permian producers. Billions of dollars have been invested to expand capacity to move Permian production — crude, natural gas or NGLs — to the Gulf Coast to take advantage of surging export markets. In today’s RBN blog, we’ll focus our attention on EPIC Midstream and its EPIC Crude Pipeline, which has operated above its nameplate capacity for much of this year.
The Denver-Julesburg Basin isn’t the Permian — no argument there. But like its much bigger brother in West Texas and southeastern New Mexico, the DJ Basin has been a hotbed of M&A in both the upstream and midstream sectors. Among DJ producers, Chevron, Civitas Resources and Occidental Petroleum (Oxy) are now the top dogs, with big hopes for the future there. And, as we’ll discuss in today’s RBN blog, a handful of midstreamers have taken on leading roles in crude oil and gas gathering (and processing) in Weld County, CO, the heart of the basin.
The great Texas philosopher Matthew McConaughey once said, “I don’t want to just revolve. I want to evolve.” Few pieces of crude oil infrastructure embody that spirit of adaptation quite like ONEOK’s Longhorn Pipeline. Starting out as a Houston-bound conduit for Permian crude, Longhorn later reversed its flow and started moving refined products, then — at just the right time, in the early days of the Permian’s Shale Era rebirth — flipped back to eastbound crude service. In today’s RBN blog, we’ll detail the pipeline’s evolution and its critical role in moving Permian oil to the Gulf Coast market.
Thanks largely to the Denver-Julesburg (DJ) Basin, Colorado ranks fourth among the 50 states in crude oil production, topped only by Texas, New Mexico and North Dakota — and, if it were a state, the offshore Gulf of Mexico (GOM). It’s also noteworthy that more than 80% of Colorado’s oil production comes from one county — Weld, the heart of the DJ and an hour’s drive northeast of Denver — and that a lot of consolidation has been happening in the DJ’s upstream and midstream sectors. In today’s RBN blog, we’ll look at the DJ Basin and the increasing concentration among the producers and midstreamers active there.
Colorado City, TX, has deep roots in the history of the American West, beginning as a ranger camp in 1877. As cattlemen flocked to the area, it quickly became a vital center for the cattle industry, earning the moniker “The Mother City of West Texas.” The arrival of the Texas & Pacific Railway in 1881 marked a turning point for the town. It was formally organized the following year, its economy bolstered by cattle, cotton and a soon-burgeoning oil industry. A 1920s oil boom further elevated Colorado City’s economic status, marking the beginning of its now long-standing importance in the oil industry. In today’s RBN blog, we’ll explore how Colorado City continues to serve as a critical junction, facilitating the movement of crude from the prolific Permian Basin to major destinations such as Cushing, OK, and the U.S. Gulf Coast.
The Gulf of Mexico (GOM) has long been a hotspot for crude oil and natural gas production, but technological advancements have pushed the boundaries of what’s possible in deepwater operations, opening previously inaccessible reservoirs. Chevron is the first to deploy new equipment capable of handling the more extreme pressures found very deep below the seafloor. In today’s RBN blog, we’ll highlight the project — known as Anchor — and explore how this new technology is paving the way for similar developments.
Over the past decade, the only significant growth market for U.S. crude oil and NGLs has been exports, with over 90% departing from the Gulf Coast. Exports via Gulf of Mexico ports have surged from about 1 MMb/d in 2016 to over 6 MMb/d last year. Great news for PADD 3 export facilities, right? Well, it’s not that simple. The distribution of barrels has been wildly uneven, resulting in significant winners, forlorn losers, and everything in between. And export volumes are still ramping up, as is the competition among marine terminals for crude and NGL export market share, with far-reaching consequences for producers, midstreamers and exporters. This is one of the core themes at our upcoming NACON conference, which is all about PADD 3 North American Crude Oil & NGLs and scheduled for October 24 at the Royal Sonesta Hotel in Houston. In today’s RBN blog, we’ll delve into the highly competitive liquids export landscape, consider some of the important factors driving flows one way or the other, and — fair warning — slip in some subliminal advertising for the NACON event.
Crude oil production in the U.S. Gulf of Mexico (GOM) is poised for a growth spurt through 2030 even as producers brace for a host of challenges, not least from forecasts that global oil demand will subside in the long term. But while the GOM’s supply accounts for a relatively small portion of total U.S. production, exploration and production companies (E&Ps) haven’t lost interest, in part because the Gulf offers key crude grades in high demand. In today’s RBN blog, we examine what is stoking the renewed interest in developing the GOM.
Every year, the biggest wild card regarding Gulf of Mexico (GOM) crude oil production is the severity of the Atlantic hurricane season. A season generally free of major storms in offshore production areas will likely have only a minimal impact, but a summer and early fall with even just one or two powerful hurricanes along certain paths can cause output to plummet, sometimes for extended periods. In today’s RBN blog, we’ll look at GOM production gains over the years, the degree to which hurricanes and other issues have reduced output in the past, and the new production expected to come online later this decade.
Guyana’s crude oil production is surging, a trend that is expected to continue through the rest of the decade, and with no domestic refining industry its exports are booming. Shipments of Guyana’s medium-density, sweet-ish crude to the U.S. have ramped up and are increasingly making their way to the West Coast, which relies on imports given its lack of easy access to domestic shale crudes and limited regional output. In today's RBN blog, the second in a series, we‘ll examine where Guyana’s barrels are ending up and how they stack up against competing grades.
A first-of-its-kind frac sand logistics solution set to debut in the Permian Basin later this year may help transform the way proppant is delivered to support hydraulic fracturing operations there. If it works as advertised, it will represent another advance in the streamlining of oil and gas production in the U.S.’s most prolific shale play. In today’s RBN blog, we‘ll explore how Atlas Energy Solutions aims to mechanize the delivery of sand to crude-oil-focused well sites in the Permian.
Crude-oil-focused wells in the Permian generate massive volumes of produced water, and E&Ps have made tremendous strides in dealing with it. Most important, a growing share of that water is being recycled for use in new well completions. But challenges remain. Deep disposal wells — a popular option for handling produced water — can spur seismic events, and shallow disposal wells can do the same and also negatively impact oil well integrity. As we discuss in today’s RBN blog, Permian E&Ps are taking an increasingly comprehensive, holistic approach to produced water management.
Guyana’s rise as a crude oil producer in recent years can only be described as meteoric. If forecasts from some of the most respected international agencies pan out, the South American country’s output may soon rival some of the world’s biggest offshore producers. But the developments there are not without some controversy: they’re the centerpiece of a dispute over the proposed Chevron-Hess merger, while neighboring Venezuela claims that much of Guyana’s oil reserves are actually within Venezuelan territory. In today’s RBN blog, we’ll take a deep dive into Guyana’s production, examining its grades, quality and export flows as it transforms into a major global supplier.