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.
For the first time in years, the Permian Basin’s chronic natural gas takeaway constraint is beginning to ease — and in a big way. Today, we discuss the major Permian gas pipeline projects scheduled to come online in 2026-27, how much new capacity they will provide, and consider what it all means.
U.S. oil and gas rig count climbed five rigs to 593 for the week ending August 14 according to Baker Hughes data, as gains in Haynesville (+3), Permian (+2), Anadarko (+1) and All Other (+1) outpaced a two-rig decline in Gulf of Mexico.
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In Western Canada the gas-directed rig count was unchanged at 65 active rigs, while the oil-directed rig count rose by 4 to 146 rigs, for the week ended August 14, according to Baker Hughes data.
LNG Canada didn’t load its first cargo until June 2025, more than nine years after Sabine Pass LNG was up and running in Louisiana. But while the U.S. Gulf Coast had a big head start, Canada is finally firing on all cylinders, with plans to more than triple its LNG export capacity by the early 2030s.
Strong LPG export volumes helped contribute to second quarter 2026 financial results that led AltaGas to raise its 2026 EBITDA and normalized EPS guidance by 4% and 6%, respectively.
Venture Global reports continued progress in building the CP2 export terminal. It also touted its commercial progress toward FID on two bolt-on projects near existing facilities.
The LNG Voyager weekly report provides subscribers with weekly updates of data, analysis and market intelligence on factors affecting feedgas and LNG export volumes, prices and infrastructure, including liquefaction and pipeline projects and capacity contracts.
U.S. rules around decommissioning offshore oil and gas platforms were rewritten in 2024, but the Trump administration paused their implementation in 2025. Today, we examine the proposed revisions, which aim to reduce regulatory costs without shifting decommissioning liabilities to taxpayers.
According to the EIA’s Weekly Petroleum Status Report (WPSR), U.S. crude net imports surged 1.8 MMb/d in the week ended August 7 to 4.3 MMb/d (red dashed oval in chart below), their highest weekly level since June 2025. Put simply, net imports measure the amount of crude entering the U.S.
U.S. propane inventories rose more than expected, reaching their highest level since last fall and climbing 30% above the five-year average. The East Coast drove this week’s build, while the Gulf Coast remained the foundation of the country’s elevated inventory position.
