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.
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.
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.
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.
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.
The Canadian NATGAS Billboard is a weekly, early morning email and report that’s designed to keep physical and financial participants informed of the various fundamental components that make up the complex Canadian natural gas market. This service saves readers time and confusion by compiling all the most critical data points into one clear and concise report.
On August 1, France-flagged vessel Champagny, delivered 313.2 Mbbl (~10 Mb/d) of propane from Energy Transfer's Marcus Hook terminal in Pennsylvania to the Sea-3 terminal in Rhode Island (RI). This is the sixth movement of propane under the Jones Act waiver issued March 17, and recently extended on August 10. It is notably the first instance of propane moving within the lower-48 states under the waiver, as all shipments until then had been destined for Puerto Rico.
Efforts to move more natural gas into gas-starved New England are picking up steam. Enbridge said Project Beacon’s open season was better than expected, while DT Midstream is moving ahead with one Millennium Pipeline expansion and considering a much larger one.
On Monday August 10, the Trump Administration extended its temporary Jones Act waiver for an additional 90 days, keeping the exemption in place through mid-November as the war with Iran continues to disrupt global crude and refined-product flows and elevate U.S. energy costs.
