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.
Industry executive surveys in Q2 2026 and observations by oil service firms all reflect an optimism that suggests producers are warming to increasing activity to boost oil and gas output. The key question is whether that has translated into higher investment.
Venezuela’s oil industry spent more than a decade moving in the wrong direction, but 2026 has brought a notable change. Today, we look at the improvements in production and exports in light of Venezuela’s sweeping new deal with the U.S. and also address the prospects for the refining sector.
The monthly and weekly Propane Billboard reports feature insightful commentary and analysis of historical and anticipated trends in the U.S with a deep dive into the propane supply and demand balance by PADD. It includes a custom 1-year forecast with commentary and analysis on emerging market opportunities.
At the opening day of RBN and Novi's School of Energy in Houston, Robert Auers covered the Refined Products markets: what’s driving supply and demand, what’s impacting the prices, and what can we expect for the future.
Diesel is taking the wheel of the refining barrel. As discussed in today’s Tradeview Report, the benchmark 3-2-1 crack edged just $0.52/bbl higher last week to $66.36/bbl, but that modest headline move masks a much more dramatic shift underneath.
At the opening day of RBN and Novi's School of Energy in Houston, speakers examined the production gains shaping U.S. oil markets and today’s supply outlook.
E&Ps active in the San Juan Basin’s Mancos Shale think it has real potential, but acknowledge that regional natural gas prices would have to be higher to justify the investment. What Mancos producers need, they say, is better access to premium markets like Arizona and northwestern Mexico. A new pipeline might help.
U.S. LNG feedgas moved higher last week, with all terminals operating at or above full contracted utilization and some beginning to approach winter peak levels.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
Over the past couple of years, the Permian has been dominated by one story: natural gas takeaway constraints and negative prices at the Waha Hub. That has changed recently, however, as more pipelines have entered service, and now plans for the Solitude Pipeline System have been unveiled.
The oil pipelines from the Permian to Corpus Christi have been very crowded, but two recent expansion projects are adding nearly 200 Mb/d of capacity to Corpus Christi, providing a bit of breathing room. Gray Oak wrapped up a two-part 120 Mb/d expansion in May, and Plains All American completed its 75 Mb/d expansion of Cactus III (formerly EPIC), which just went into service in August.
U.S. oil and gas rig count was unchanged for the second consecutive week, holding at 588 for the week ending September 4 according to Baker Hughes data, as one-rig gains in the Permian and Niobrara were matched by one-rig declines in Appalachia and the Gulf of Mexico.
