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.
Geopolitical developments have resulted in perhaps the most chaotic and unstable energy market in the last 50 years, but sharply lower global crude oil prices and a rollback in U.S. production could be just ahead, two forecasts at the heart of our newly available Future of Fuels report.
Natural gas prices in the Permian are climbing higher as more capacity becomes available to outside the production zone.
Hydrogen Billboard tracks the latest developments in the domestic and global hydrogen markets, filtering through the noise with an unbiased lens to deliver impactful hydrogen infrastructure and market analysis.
LNG Canada's gas intake hit a record in June 2026 near 1.8 Bcf/d but is expected to fall back to around 1,2 Bcf/d in July as onsite maintenance work has slowed liquefaction activity and exports.
As discussed in their recent earnings call, in Q2 2026, TotalEnergies delivered one of its strongest quarterly performances since 2022, supported by higher crude prices, record refining margins, resilient upstream production growth, and continued strength across its Integrated Power business desp
Alphabet, owner of Google, used its second-quarter earnings call to highlight that its AI infrastructure buildout is only accelerating.
Each of Louisiana’s three refining regions has its own sources for crude oil and its own way of delivering that oil to refineries. Today, we look at crude oil flows and supply/demand balances in the southwestern and northwestern parts of the Bayou State — and how the status quo may be in for changes.
The Department of Energy terminated funding for California’s hydrogen hub and more than 280 other clean-energy projects approved during the Biden administration for political reasons, the agency conceded this month in response to a lawsuit over the cuts, as first reported by New York Times.
NATGAS Billboard is a daily, early morning email and report that provides an up-to-the-minute view of the natural gas market outlook, including storage injections/withdrawals and price. Billboard’s models incorporate pipeline flow data, weather models, electricity demand data and more.
U.S. oil and gas rig count fell by one rig to 587 for the week ending July 24 according to Baker Hughes data, as declines in Gulf of Mexico (-1), Permian (-1) and All Other (-1) outweighed gains in Haynesville (+1) and Niobrara (+1).
Air Liquide will invest more than $160 million to build, own and operate a new large-scale production facility to supply ultra-high-purity gases, including hydrogen, to a new semiconductor fabrication plant in Arizona.
The first half of 2026 was a tale of two commodity markets as crude oil prices surged during the spring while natural gas prices retreated after an exceptionally strong winter rally. Today, we examine which oil and gas producers outperformed and why investors rewarded certain business models over others.
