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.
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.
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.
NGL Voyager offers subscribers a comprehensive market analysis of natural gas liquids exports which are driven by fundamentals, and combined with the latest industry buzz. The report examines U.S. export trends for propane, butane and ethane, and includes port of origin, destination and volume.
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.
Haynesville natural gas production climbed to a new record last week and continues to rise, with August levels exceeding July’s average production rate.
There has been no 11-figure upstream M&A since Devon Energy and Coterra Energy announced their $21.4 billion merger in early February, just a few weeks before the war on Iran started and the Strait of Hormuz was closed. But other, somewhat smaller — but still noteworthy — deals continue to happen.
Sempra discussed LNG project timelines and Texas electric demand in its 2nd quarter earnings call.
MPLX's latest earnings call, on August 4th, reinforced that the partnership remains focused on expanding its natural gas and NGL value chain rather than pursuing major crude oil infrastructure projects.
The monthly and weekly Propane Billboard reports feature insightful commentary and analysis of historical and anticipated trends in the U.S with a deep dive into the propane supply and demand balance by PADD. It includes a custom 1-year forecast with commentary and analysis on emerging market opportunities.
On its Q2 2026 earnings call, Plains All American (Plains) raised its Permian oil production outlook to growth of 100-200 Mb/d on an exit-to-exit basis for 2026 versus 2025, up from a prior forecast of roughly flat, and attributed the change mostly to new natural gas takeaway capacity a
Targa's Permian volumes hit a record 7.2 Bcf/d in Q2, up 450 MMcf/d from Q1, "almost two plants worth of gas in one quarter," as CEO Matt Meloy put it, and that came despite 200–400 MMcf/d shut in on any given day because of week Waha natural gas prices.
Chord Energy is looking for more oil from the wells it already has.
