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.
If you buy, sell or burn natural gas in New England and Greater New York City, you know the routine. A stretch of mild weather, then a cold snap. The pipelines fill, then cash prices go parabolic. Today, we look at the push and pull shaping the New England and New York gas markets.
The Gulf Coast will require vast amounts of incremental natural gas storage space over the next few years. As brownfield expansion opportunities run out, LNG export terminals and other facilities that need more storage will likely turn to the best planned greenfield projects.
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.
EOG Resources’ Q3 2026 earnings call centered on how its US wells keep getting better. Oil production hit a record 550.4 Mbbl/d, above guidance, and the company raised its full-year guidance to 549.5 Mbbl/d (from 548.7) even after selling its legacy Barnett and Woodford positions.
On his first earnings call as CEO, Andy O’Brien pointed to the Lower 48 as ConocoPhillips’ growth engine. Total production was 2.302 MMboe/d in Q3, with guidance of 2.32-2.36 MMboe/d for Q4 and low-single-digit growth expected in 2027 on lower capital.
U.S. oil and gas rig count edged up one rig to 604 for the week ending November 6 according to Baker Hughes data, extending its run above 600 to a fifth straight week, as gains in Haynesville (+2), Permian (+1) and All Other (+1) outweighed declines in Gulf of Mexico (-2) and the Bakken (-1).
Antero Midstream is looking beyond gathering lines to capture a larger share of the infrastructure connecting Appalachian gas supply with downstream demand.
Genesis Energy said its Offshore Pipeline Transportation segment experienced no weather-related shut-ins during Q3 2026, typically the most active part of the hurricane season, but volumes still came in lower than anticipated due to lower crude oil production at some facilities that flow exclusively through its pipeline network, the company said during its earnings call November 5.
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.
Shell’s next growth chapter is taking shape around a familiar strategy: connect new resources to infrastructure it already owns. During its Q3 2026 earnings call, the company highlighted a project pipeline spanning Canadian LNG, offshore oil and potential Caribbean gas developments.
Air Products expects to wrap up its capital spending on energy transition projects by 2029 as the company prioritizes its Industrial Gases sector, CEO Eduardo Menezes said during the company’s Q3 2026 earnings call on November 5.
Rising public opposition to data centers led Texas to issue a moratorium on new data center grid connections. Today, we review the directive, how it might change with the state soon to be under new leadership, and assess its impact on the megaprojects already in development.
