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 Gulf Coast needs a lot more natural gas storage capacity, and while brownfield expansions at existing salt cavern facilities will likely prevail in the near term, there is a limit to expansion opportunities. That opens the door to more greenfield projects, especially those with the best attributes.
Sempra's earnings call discussed the future of electric demand in Texas. It also had a brief update on LNG facilities owned by Sempra Infrastructure, which Sempra Energy is now a minority holder of as of this week.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
TalusAg had been selected by the U.S. Department of Agriculture (USDA) to receive about $99.8 million in proposed federal funding to develop a network of green ammonia plants. The funding would help support the construction of 20 modular manufacturing units at 11 locations across seven states, with expected combined production of approximately 130,000 tons of green ammonia annually.
U.S. oil and gas rig count fell by three rigs to 601 for the week ending November 13 according to Baker Hughes data, remaining above 600 for a sixth straight week, as declines in Haynesville (-3), All Other (-2) and Anadarko (-1) outweighed gains in Permian (+2) and Gulf of Mexico (+1).
In Western Canada the active gas-directed rig count rose by one to 67 rigs, while the active oil-directed rig count jumped by 10 to 162 rigs, for the week ended November 13, according to Baker Hughes data.
U.S. export LNG projects are typically supported by long-term sales and purchase agreements signed years before production begins. But will the terms that look right for buyers and sellers today remain so in the future? Today, we examine how the market is evolving as conditions change.
U.S. propane stocks posted a surprise build, but it all landed on the coasts. Midwest stocks fell to their lowest level for early November since 2013, while the Gulf Coast sits above its five-year high.
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.
Energy Transfer generated $5.03 billion in adjusted EBITDA in Q3 2026, up 31% year on year but roughly flat with Q2 2026. Sunoco accounted for $560 million, or 47%, of the consolidated EBITDA increase due mostly to the Parkland acquisition, which closed in October 2025. Note, this acquisition also included the 55-Mb/d Burnaby refinery, which benefited from exceptionally strong refining margins in the quarter.
Marathon Petroleum is selling a pair of inland refineries — the 105-Mb/d St. Paul Park refinery in Minnesota and the 72-Mb/d Mandan refinery in North Dakota — to CVR Energy. Today, we look at why major refiners are increasingly pointing their investment dollars toward the Gulf Coast.
Keyera Corp. reported third quarter results on November 10. Q3 was the first quarter that included the Plains assets for the entire quarter. Gross throughput for the Gathering & Processing and Fractionation businesses were up 10% and down 10% year-over-year, respectively.
