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.
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.
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.
Hydrogen Billboard tracks the latest developments in the domestic and global hydrogen markets, filtering through the noise with an unbiased lens to deliver impactful hydrogen infrastructure and market analysis.
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?
In Western Canada the active gas-directed rig count was unchanged at 65 rigs, while the oil-directed rig count rose for the fourth straight week, inching up by two to 150 rigs, for the week ended October 23, according to Baker Hughes data.
Kinder Morgan added $5.4 billion of new projects in Q3, bringing its backlog to a record $14.4 billion.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
Meta accelerated its spending on capital expenditures in Q3 2026 as it seeks to speed the adoption of its compute-intensive Muse AI agent, the company said during its earnings call on October 21.
Devon Energy announced it is selling its Eagle Ford assets to Crescent Energy for $4.22 billion in cash. In today’s blog, we look at why Devon is leaving South Texas while Crescent doubles down, and we preview our detailed analysis of the deal, available on the Novi Intelligence portal.
Woodside Energy has completed the strategic review of its Beaumont New Ammonia facility and will initiate a formal process to reduce its investment, the company said during its Q3 2026 earnings report published October 21. The company announced plans for the review during its H1 2026 earnings presentation in August.
