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.
The Gulf Coast needs a lot more natural gas storage capacity, and while brownfield expansions at existing salt cavern facilities will likely prevail in the near term, there is a limit to expansion opportunities. That opens the door to more greenfield projects, especially those with the best attributes.
U.S. export LNG projects are typically supported by long-term sales and purchase agreements signed years before production begins. But will the terms that look right for buyers and sellers today remain so in the future? Today, we examine how the market is evolving as conditions change.
Crude Oil Permian provides detailed analysis of the fundamental drivers impacting the Permian Basin crude oil market including weekly data, analysis and market intelligence updates of: Permian crude oil supply and demand, pipeline outflows and capacity, prices, and infrastructure updates.
U.S. propane stocks posted a surprise build, but it all landed on the coasts. Midwest stocks fell to their lowest level for early November since 2013, while the Gulf Coast sits above its five-year high.
Energy Transfer generated $5.03 billion in adjusted EBITDA in Q3 2026, up 31% year on year but roughly flat with Q2 2026. Sunoco accounted for $560 million, or 47%, of the consolidated EBITDA increase due mostly to the Parkland acquisition, which closed in October 2025. Note, this acquisition also included the 55-Mb/d Burnaby refinery, which benefited from exceptionally strong refining margins in the quarter.
Marathon Petroleum is selling a pair of inland refineries — the 105-Mb/d St. Paul Park refinery in Minnesota and the 72-Mb/d Mandan refinery in North Dakota — to CVR Energy. Today, we look at why major refiners are increasingly pointing their investment dollars toward the Gulf Coast.
Keyera Corp. reported third quarter results on November 10. Q3 was the first quarter that included the Plains assets for the entire quarter. Gross throughput for the Gathering & Processing and Fractionation businesses were up 10% and down 10% year-over-year, respectively.
Pembina Pipeline reported third quarter results on November 5. Pipeline revenue volumes and facility volumes were up year-over-year by 1.7% and 0.7%, respectively, to 2.796 million Boe/d and 867,000 Boe/d.
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.
Enbridge reported its third quarter results on November 6.
Qatar has long been a heavyweight in LNG, but its ambitions now extend well beyond supplying its own cargoes from its own shores. Today, we look at Qatar’s evolving strategy, why U.S. LNG figures prominently in its plans, and what its expanding role could mean for the global battle for market share.
Tourmaline Oil Corp. reported third quarter results on November 4.
