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NYT - Why U.S. Oil Companies Aren’t Riding to Europe’s Rescue
Tuesday, 04/26/2022

April 26, 2022 – New York Times

Why U.S. Oil Companies Aren’t Riding to Europe’s Rescue

By: Clifford Krauss

David Braziel, chief executive of RBN Energy, said the United States had the capacity to export more than six million barrels of oil a day, roughly twice what it is exporting now. While ramping up production will take time, he said, the industry could produce 16 million barrels a day by 2027, four million barrels more than now, assuming prices remain high and investments increase.

“We have plenty of capacity to get...

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OilPrice - It's Getting Increasingly Expensive To Boost U.S. Oil Production
Wednesday, 04/20/2022

April 20, 2022 – OilPrice.com

It's Getting Increasingly Expensive To Boost U.S. Oil Production

By: Tsvetana Paraskova

At public shale firms, capital budgets for 2022 are now up by an average of 23 percent over 2021, RBN Energy says.

"That increase seems substantial, but about two-thirds (15%) results from oilfield service inflation," the commodity analysts said. 

"There is less than meets the eye in producers' planned 23% capex increase and 8% boost in production," RBN Energy noted earlier this month.

...

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S&P Global - NYMEX gas futures close near $8/MMBtu on storage, weather worries
Tuesday, 04/19/2022

April 19, 2022 – S&P Global

NYMEX gas futures close near $8/MMBtu on storage, weather worries

By: Bill Holland

"Futures prices correlate well with the storage surplus/deficit vs. last year and the 5-year average," RBN Energy LLC analyst and Managing Editor Sheetal Nasta said April 15 by email as prices continued to climb. "Right now, of course, we have an expanding deficit and it's looking like the deficit could linger for a while, given the rates of power burn and LNG feedgas deliveries we're seeing." …

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The Street - Cramer's Mad Money Recap 4/8: BlackRock, JPMorgan, Goldman Sachs
Saturday, 04/09/2022

April 9, 2022 – The Street

Cramer's Mad Money Recap 4/8: BlackRock, JPMorgan, Goldman Sachs

By: Scott Rutt

Where's Crude Headed?

What's next for the price of crude oil? Cramer checked in with trusty colleague and oil expert Rusty Braziel, executive chairman at RBN Energy, to find out.

Braziel explained that despite what you might hear from the White House or Congress, oil production in the U.S. is increasing. Production is up 4% so far this year and is on pace to increase 8% year over year.

Why isn't it up...

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Houston Public Media - Russia’s invasion of Ukraine has prompted an increase in crude oil exports from Texas ports, analysts say
Tuesday, 03/29/2022

March 29, 2022 – Houston Public Media

Russia’s invasion of Ukraine has prompted an increase in crude oil exports from Texas ports, analysts say

By: Andrew Schneider

…Part of the reason for the export increase is that Brent crude, the global benchmark for oil prices, is trading at a premium of more than $10 compared to the U.S. benchmark — West Texas Intermediate, or WTI. That means U.S. producers can reap much greater profits by selling their crude overseas.

Analysts say much of the increase in exports is going out through Corpus Christi...

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