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.
Keeping up with all the natural-gas-related infrastructure under development along the Gulf Coast is a full-time job. New gas pipelines out of the Permian and the Haynesville. New LNG export terminals from Brownsville, TX, to Plaquemines Parish, LA.
Houston Turns Up the Flow as Exports Surge Again.
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.
U.S. LNG Feedgas Demand Set to Break Records This Winter. NextDecade moves forward with Rio Grande Train 5, adding to a record year for new capacity. This ground-breaking year has set the stage for more than 30 Bcf/d of U.S. LNG feedgas demand in the next 10 years.
A tsunami of natural gas storage projects has been building along the Gulf Coast, most of them aimed at meeting the growing demand for flexible, responsive storage capacity near new LNG export terminals and gas-fired power plants.
Rio Grande Train 5 has reached FID, becoming the latest LNG project to reach FID in 2025.
Canada's heavy crude oil exports from TMX are fetching relatively stronger value than for the same crude exported from the U.S. Gulf Coast. Strong buying by China appears to be one of the drivers of the improved values.
StormFisher Hydrogen said October 15 that it had acquired Recyclage Carbone Varennes (RCV) and that it would transform RCV’s partially built site in Varennes, Quebec, into the first large-scale Renewable Fuels of Non-Biological Origin (RFNBO)-compliant low-carbon methanol plant in North America.
NGL Voyager offers subscribers a comprehensive market analysis of natural gas liquids exports which are driven by fundamentals, and combined with the latest industry buzz. The report examines U.S. export trends for propane, butane and ethane, and includes port of origin, destination and volume.
Neither midstream companies nor the folks who run them can be put into neat and simple categories. Each is unique. At the same time, however, there’s no doubt that some midstreamers take a more aggressive approach to developing projects, while others are more cautious.
US rig count grew to 548 for the week ending October 17 according to Baker Hughes data, an increase of one vs. a week ago. Rigs were added in the Permian (+1), Eagle Ford (+1), Anadarko (+1) and Niobrara (+1), while the Haynesville (-1) and Gulf of Mexico (-2) both reported losses.
Canadian drilling went in opposite directions with a small decline in gas rigs but a solid increase in oil rigs for the week of October 17.
