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.
Forget ghosts and monsters; this Halloween, the scariest thing in the energy industry is the tanker market, where a spooky jump in demand and frighteningly tight vessel supply have sent freight rates soaring to scream-inducing heights.
Shell’s two major September developments mark strategic milestones in its resumption of upstream growth after an extended reshaping of its portfolio since 2020. Today, we analyze Shell’s upstream strategy since then, which has taken a different path from fellow supermajors ExxonMobil and BP.
The NATGAS Appalachia weekly report provides the data and insights to monitor the northeast natural gas market’s twists and turns and identify the risks and opportunities along the way, including tracking supply-demand trends, outbound capacity and their impact on takeaway pipeline utilization, and regional prices.
U.S. crude oil production came roaring back in the week ended October 23, reaching an all-time high of 14 MMb/d (far right of chart below), according to the EIA’s latest Weekly Petroleum Status Report.
U.S. propane stocks are now almost even with last year after a fourth straight weekly draw. Strong exports have nearly erased a surplus that stood at 12.8 MMbbl in early September.
With its newly announced, $50 billion-plus combination with Range Resources, EQT Corp. — already the largest natural gas producer in the Marcellus/Utica — will overtake Expand Energy as the king of the gas jungle in the U.S. as a whole. Today, we discuss the EQT/Range deal and its implications.
Last week’s crude rally lifted benchmarks but left Canadian heavy barrels struggling to stay afloat.
U.S. LNG feedgas demand held at record levels last week as terminals ramped up winter peak operations and Golden Pass continues increasing intake.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
The Permian, the world’s largest NGL-producing region, is poised for continued growth across the NGL value chain. With domestic demand offering limited room to grow, can downstream infrastructure keep pace? Today, we examine the projects helping turn rising Permian production into global supply.
On Dow’s Q3 earnings call, management tied a petrochemical market recovery more to capacity closures than to demand growth.
There’s a horse race among Gulf Coast gas storage developers to provide the tens of billions of cubic feet of incremental space that will be needed by the early 2030s. Out front are the owners of existing salt cavern storage. But which brownfield projects have that special something?
