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.
Since early 2026, disruptions at the Strait of Hormuz and shifts in Venezuelan exports have shifted crude oil and product flows from their historical norms. On the U.S. domestic front, closures of West Coast refineries and proposed new pipelines to that region suggest more changes are coming.
Crude oil — often mistakenly described as a single, standardized commodity — is anything but uniform. Every stream has its own chemical fingerprint, including differences in density and sulfur content. Today, we’ll dig into why crude quality matters and how it can make a real difference to the bottom line.
The Crude Oil Billboard keeps readers at the forefront of the U.S. crude oil market by offering access to data and information moments after its release. Say goodbye to PDF reports that come out after the market has already moved on.
CNX Resources continues to expect production of 1.7 Bcf/d in 2026, but with production weighted toward the later part of the year as field activity picks up in Q3.
Tourmaline is betting that demand, not supply, will dictate its next phase of growth. The company is slowing expansion while positioning for stronger LNG exports, AI driven data center demand and gas-fired power growth, a strategy aimed at maximizing future free cash flow and shareholder returns.
Air Products has signed a marketing and distribution agreement with global fertilizer giant Yara for the renewable ammonia to be produced at the NEOM Green Hydrogen Company in Saudi Arabia, Air Products CEO Eduardo Menezes said during the company’s quarterly earnings call on July 30.
Microsoft and Meta made one thing clear in their earnings calls this week. They are spending billions more to expand their AI infrastructure, including building data centers to support it.
One of the seminal energy-related controversies of the past decade was the construction of Mountain Valley Pipeline, but much of its capacity is unused in the shoulder season. Now, three projects aim to debottleneck MVP: Transco’s Southeast Supply Enhancement as well as MVP Southgate and MVP Boost.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
U.S. propane inventories reached their highest level recorded for the same reporting week, led by record PADD 3 stocks, while production declined for a third consecutive week.
U.S. commercial crude inventories posted their largest weekly draw in more than two months, falling 7.2 MMbbl to 404.5 MMbbl, the lowest level since October 2018, as exceptionally strong refinery demand more than offset modest export growth.
It’s unusual for an acquisition valued at “only” $1.25 billion to be transformational. But that’s surely the case with Expand Energy’s newly announced purchase of Twin Eagle Holdings, which will make Expand — the U.S.’s largest natural gas producer — the #1 gas marketing and optimization firm as well.
