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.
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.
The Future of Fuels bi-annual report by RBN's Refined Fuels Analytics provides an in-depth analysis of the U.S. and global refinery industries, focusing on crude oil and fuel market dynamics, supply and demand, alternative fuels, refinery capacities, and price forecasts to help stakeholders navigate the evolving energy landscape.
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.
EQT has moved up timing of the MVP Southgate project to bring MVP molecules into North Carolina. The project may now be flowing gas in 2027.
EQT’s $77 million purchase of Blackline Midstream gives the Appalachian producer direct control of New England’s largest bulk-propane storage network.
The Crude Voyager is a weekly analysis of U.S. Gulf Coast loading activity that explains the ebbs and flows of crude loadings, destinations, and geopolitical issues impacting U.S. exports. It outlines the major paths for laden tankers hauling U.S. crude all over the world and reflects the change in tanker departures to the main regions that consume U.S. crude.
In its Q2 2026 earnings call, Kinder Morgan said rising LNG exports and electricity demand continue to create new pipeline opportunities across its U.S. network.
Natural gas-fired generation is king in the realm of data center development, at least for the near term. Still, hyperscalers are taking a variety of steps to mitigate the climate impact of their expanding gas use. These include adding CCS, building renewables and supporting new nuclear.
The EIA’s Weekly Petroleum Status Report (WPSR) for the week ended July 17 shows that U.S. refinery crude runs eased by 58 Mb/d to just over 17 MMb/d. Utilization remained exceptionally high at 96.1%, underscoring refiners' willingness to maximize throughput as refiners sought to capitalize on historically attractive processing economics.
