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Monkey Wrench, Encore Edition - Energy Transition Slams into Energy Reality Slams into War in Europe
... madness of war in Europe, with all sorts of consequences for energy markets: sanctions, boycotts, cutbacks, strategic ... a solid grasp of how these factors are linked together. That is what School of Energy Spring 2022 is all about! In ... in last week’s EIA statistics. In our series called I Can't Go for That (No Can Do) we did a deep dive into the ...
Rusty Braziel - Published April 14, 2022
Richard Pratt Many have argued that U.S.-sourced LNG can be instrumental in combating climate change by helping ... use of coal can be seen as both a headwind and a tailwind for LNG. On one hand, LNG has long been viewed as a more ...
Richard Pratt - Published March 25, 2024
Jeremy Meier Buy Individual Report Full Report Downloads for Subscribers Permian NGL production is on a tear, ... the possibility of almost doubling again by 2022. With that much supply growth, pipeline takeaway capacity is an ... takeaway capacity to serve the region. But appearances can be deceiving. Not all of the pipeline capacity exiting ...
Jeremy Meier - Published September 13, 2017
... has been subsumed by rampant consumerism. But we suspect that E&P executives sat down to more traditional celebrations ... rising commodity prices suggested an improving outlook for the second half of this year. When Q3 ended on September ... Gas, had 100% natural gas in their production mix (if 100% can really be called a mix). Analyst Insights November 23 ...
Nick Cacchione - Published November 23, 2023
... post-pandemic commodity prices, U.S. E&Ps are living out that dream as 2022 cash flow from operating activities (CFOA) ... spending, whittling away at debt, tucking cash away for a rainy day, or distributing funds to family and friends. ... from $42 billion to $93 billion. As we discussed in I Can’t Go For That (No Can Do) , our series of blogs on ...
Nick Cacchione - Published December 27, 2022
... challenges and implications associated with this shift. For example, how can the U.S. government prod U.S. exporters to send more LNG ... for Russian pipeline gas be breached without penalty now that Russia has suspended deliveries to Poland and Bulgaria ...
Richard Pratt - Published April 26, 2022
... versus regular has been increasing in recent years. That is a sign of the rising value of octane, the primary ... called Tier 3, which is causing complications for U.S. refiners looking to balance octane and gasoline ... picture. The problem is that such severe desulfurization can reduce the octane quality of FCC gasoline, which can ...
George Hoekstra - Published January 25, 2023
... revered (at least by NGL analysts) EIA-816 survey form that requires that the operators of all natural gas ... least the numbers are all propane. That’s not the case for weeklys. In order to come up with a production number for ... the discrepancies between weekly and monthly numbers can be significant. While fractionator volumes may move ...
RBN Team - Published April 17, 2023
Rusty Braziel For the first 10 years of the Shale Revolution, it was a ... for intrepid energy analytics companies (like RBN) that, by necessity, must project producer behavior far into ... There’s a link at the bottom of this blog that you can click and download our basin-level forecast for monthly ...
Rusty Braziel - Published March 9, 2023
... Petroleum Reserve (SPR) inventories have been climbing for more than a year, but they could go much higher if ... provided aid to Israel during 1973’s Yom Kippur War. At that point, the U.S. was heavily dependent on Middle East ... crude oil reserve is always drawdown-ready, which means it can release barrels to the market within 13 days of ...
Lisa Shidler - Published February 27, 2025
... As explosive as Henry Hub futures are these days, if not for the capacity constraint, they would be much higher. That ceiling is about to get a little higher, however, as two ... facilities, are likely better proxies for what we can expect for Sabine Pass Train 6. Both took feedgas for ...
Sheetal Nasta - Published September 27, 2021
Calling the Shots - Exports Are Now the Driving Force in U.S. Crude, Gasoline and Distillate Markets
... why barrels move where they do and what it all means for U.S. producers, midstreamers, refiners, marketers, and ... last year. As U.S. crude production continues to grow, that number is falling inexorably toward zero and beyond — ... get the throughput, and the price that different crudes can command in the marketplace. Since the earliest days of ...
Housley Carr - Published January 23, 2023
... (EIA) latest ethane production stats — for the month of May — gas plant production of ethane ... is a unique market — it’s the only energy commodity that can morph from being sold as natural gas (for its Btu ...
... from renewable power sources in the form of wind that was less than average during the month, forced a record ... range and the lowest since 2022. If strong withdrawals can be maintained for the balance of the current heating season, it is likely ...
Martin King - Published February 10, 2025
Tom Biracree For a major oil and gas producer, organic growth over time is ... But if you want next-level scale — and the economies that come with it — there’s nothing like cannon-balling ... As we’ve discussed in many blogs, Permian development can be highly economic and provide a quick return on ...
Tom Biracree - Published April 17, 2023
... is the most expensive natural gas liquid (NGL), accounting for more than 25% of the price-weighted NGL barrel (versus ... makeups are all labeled differently. We also said that production of natural gasoline has increased ... gasoline blending). The sulfur content of natural gasoline can vary, with some streams having a high sulfur content and ...
Kristen Holmquist - Published April 13, 2025
... products to Europe, just as it has been of crude oil. That changed, however, in the wake of Russia’s invasion of ... all crude oil and refined products to Europe and accounted for about 38% of EU imports before the embargo. The total ... support the increased run rates. Alternatively, Europe can tap into the global refining industry and vast waterborne ...
Kevin Waguespack - Published April 14, 2023
... what you’d expect — higher conde prices. Worse yet for the companies that made throughput commitments for those new splitters, the ... in Part 1 of this blog series, superlight crude and conde can either be refined, exported or blended with heavier ...
Housley Carr - Published December 17, 2017
... places, snow measured in feet, not inches. Propane demand for heating is up, but surprisingly, inventories are high, ... what looks like a safe outlook for winter season supplies? That’s the big question. Because spring is still more than ... cold weather, logistical challenges and other factors can wreak havoc with any propane market. In today’s RBN ...
Todd Root - Published December 12, 2022
... period in mid-December and larger than the amount for any other 10-day period since 2022. While the amount of ... to the market is tiny relative to overall Northeast demand that can exceed 35 Bcf/d, the gas is available during the coldest ...
John Abeln - Published January 25, 2024