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.
For months, the Trump administration and industry groups have been asserting that EU regulations on methane emissions could result in a sharp decline in — or even an end to — U.S. LNG flows to the EU.
Late last month, HF Sinclair joined ONEOK, Phillips 66 and Kinder Morgan in planning pipeline projects to move more refined products to Western markets.
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Appalachia is churning out just over one-third of Lower 48 natural gas production and has the potential to produce considerably more. The big question is whether output will finally break out.
U.S. oil and gas rig count posted its largest weekly decline since 2023, dropping ten rigs for the week of November 26 according to Baker Hughes data.
A bigger-than-expected draw, record-high production, and inventories still well above norms — propane balances remain strong even as winter ramps up.
On Monday, November 24, WhiteWater announced the expansion of the Eiger Express Pipeline's mainline capacity from 2.5 Bcf/d to 3.7 Bcf/d.
Some market observers see a massive wave of LNG supply ready to flood the market, but the fears of cargo cancellations may be exaggerated, with the “great wave” more like a gradually rising tide.
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Elliott Affiliate Amber Energy Gets Approval To Buy CITGO Refineries. A Delaware federal judge on Tuesday signed off on a $5.9 billion bid from hedge fund Elliott Investment Management to purchase the three coveted CITGO refineries.
The NYMEX crude-to-gas ratio for November 2025 — shown by the green bar in the chart below — stands at 13.5, down from 18.2 in October, continuing a steady decline since August, with crude averaging $59.7/bbl and gas at $4.43/MMBtu.
U.S. Feedgas demand remains strong and winter peak demand will push feedgas demand higher.
