- Blog
Stuck in a (Gulf) You Can’t Get Out Of – Iran War Traps Propane and Refined Products in Persian Gulf
A lot of attention has been paid to the massive volumes of crude oil and LNG currently trapped in the Persian Gulf.
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.
- Blog
Greenlight – How LNG Projects Really Get to FID and What it Takes to Be Part of the Gulf Coast Wave
The U.S. LNG industry has experienced monumental growth and there’s a hefty slate of additional projects somewhere along the path to a final investment decision, each with its own hurdles and timelines. Getting across that FID finish line can be quite arduous.
RBN Energy Crude Oil Billboard
The Crude Oil Billboard keeps readers at the forefront of the U.S. crude oil market by offering access to data and information moments after its release. Say goodbye to PDF reports that come out after the market has already moved on.
- Analyst Insight
CP2 Phase 2 Reached FID Last Week, Poised to Boost LNG Feedgas
CP2 Phase 2 reached FID last week, promising that the facility will take large amounts of LNG feedgas when fully operational, just as Plaquemines has been taking significant feedgas recently.
- Analyst Insight
Several Oil and Gas Projects Aim to Put America First
As a part of what the Trump administration has coined as its “Energy Dominance” initiatives, the administration has thrown its support behind several infrastructure projects that have long been on the industry’s radar but, for one reason or another, not come to fruition.
- Blog
Me and Mrs. Jones – White House Issues Jones Act Waiver, But Market Impact Could Be Limited
The White House has issued a 60-day waiver of the Jones Act, which will allow foreign tankers to move crude oil and refined products between U.S. ports in a bid to cool gasoline prices. Today, we dive into what the waiver could mean for U.S. refiners, consumers, and other market participants.
- Analyst Insight
Crude Oil Imports Skyrocket to Highest Level Since November 2024
According to the EIA's Weekly Petroleum Status Report (WPSR) released this morning, U.S. crude imports came roaring back for the week ended March 13.
- Analyst Insight
Propane Inventories Build Against Expectations as Production Nears Record High
Unexpected U.S. propane inventory build, elevated stock levels, production nearing record highs, and softer exports week over week.
RBN Crude Oil TradeView
Crude Oil TradeView provides up-to-date data and insights into the behavior of differentials for 33 crude assessments across North America. Each week, it also walks you through the reasoning of why differentials widen, narrow, flip (premium vs. discount), or blow out.
- Blog
Big Time – Exchange of Barrels from U.S. SPR Would Drop Stocks to Lowest Levels Since the 1980s
Today, we detail U.S. plans to release 172 MMbbl from the Strategic Petroleum Reserve, examine how it compares with U.S. actions after the Russian invasion of Ukraine in 2022, and why the SPR could drop to levels not seen since the Reagan administration.
- Analyst Insight
U.S. LNG Feedgas Demand Rebounds
U.S. LNG feedgas demand bounced back sharply last week as several Gulf Coast terminals returned to peak operations following short-lived disruptions.
- Blog
It’s So Hard to Say Goodbye to Yesterday – Upstream M&A Followed by Debt-Reducing Divestitures
It’s been a busy few years for big-money M&A in the oil and gas industry.
