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.
There are three main factors affecting today’s propane market: export economics, dock space and storage levels. The Iran war has dramatically shifted export economics and filled dock space, yet storage remains at all-time highs. In today’s RBN blog, we look at what’s in store for the rest of 2026.
U.S. oil and gas rig count gained one rig to 544 for the week ending April 24 according to Baker Hughes data, as the Eagle Ford (+1) and Anadarko (+1) each added a rig while Gulf of Mexico shed one; all other basins were unchanged.
The Natural Gas Master Class was a one-day online event focusing on understanding flow analysis, interpreting pipeline data and forecasting future flows. This course is designed to equip you with the knowledge and skills to effectively analyze the complexities of natural gas markets, flow analysis, and pipeline modeling. Watch the replay today!
Energy market executives expect traffic through the Strait of Hormuz to eventually normalize, although most believe it will take time, according to an update to the Federal Reserve Bank of Dallas’ quarterly survey published April 23. Of the executives surveyed, 20% expect traffic through the strait to return to normal levels during May, 39% expect recovery by August, 26% by November and 14% later than that.
In their Q1 2026 earning's call, Kinder Morgan (KMI) management reinforced the fact that as U.S. gas demand increases, the infrastructure buildout is no longer just an LNG story.
The rapid expansion of data centers is one of the biggest stories in the energy sector and the Monarch Compute Campus, which will soon start taking shape in West Virginia, could be a compelling test case for future development. Today, we look at the strategy behind it.
RBN Earnings Call Coverage ($EQT): EQT gave a bullish picture of gas demand in the Northeast and beyond in its earnings call on April 22.
Golden Pass Exports First LNG Cargo
NATGAS Permian is a weekly natural gas fundamentals analysis focusing entirely on the key market drivers within the Permian basin. The report contains details and forecasts around natural gas production, demand, pricing, and a summary of pipeline outflows and capacities from the Permian to neighboring regions.
The energy industry touts vast U.S. oil and gas resources, but increasingly limited volumes that can be practically and profitably developed have left producers struggling to replace proven reserves. Today, we analyze the trends that are limiting the industry’s ability to ramp up future output.
U.S. propane inventories remain elevated at 80 MMbbl as exports rise to 2.1 MMb/d but trail year-ago levels.
Crude oil production from the Western Canadian Sedimentary Basin continues to grow, but U.S. PADD 2 refiners are already taking nearly as much as they can. Growing production could move into Cushing, OK, and Patoka, IL, but will there be enough pipeline capacity to reach the Gulf Coast?
