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... refineries and being discounted by refiners that don’t need more of the ultra-light crude. Meanwhile there are ... olefin “crackers,” (as RBN discussed in Let’s Get Crackin ) than heavier and more expensive feedstocks such ... the two major U.S. markets for condensates can’t absorb all the incremental supplies coming out of the shale plays, ...
Ann Davis Vaughan - Published October 24, 2012
... — or future actions — will mean for the Permian, we get the sense that the headlines aren’t capturing the ... in Figure 1, we didn’t and your eyes do not deceive you. All the Permian land under the BLM is in New Mexico, with ... that easy, and an operator looking to flee New Mexico will need acreage wherever they land in Texas, but it seems ...
... on light crude runs? If U.S. refineries cannot absorb all this volume and it cannot be exported, where will all ... OK with the processing, then a producer or shipper would need to demonstrate that their condensate was segregated from ... one potential route for condensate from the Utica to get to the ocean for export. Barges of condensate would ...
Sandy Fielden - Published August 18, 2014
... to happen in the long run, but before then, a lot needs to get done — including the rules and regulations that will ... initiatives, many of which we’ll note below, but they all need rules and regulations, and how they are written will ...
Jason Lindquist - Published February 16, 2023
... from existing clean generation (known as uprating). Given all the hubbub about the proposed rules, there should be ... to be a game changer in the long term — if it can get off to a good start. With so many potential ideas (and ... the potential of the hubs. Another common theme is the need to establish an early-mover advantage for the first ...
Jason Lindquist - Published March 6, 2024
... U.S., and has single-handedly exceeded total imports from all (yes, All) Persian Gulf countries for three years. ... likely scenario for the next 5 years or so. That would get Canada up to 40% of U.S. imports assuming no change in ... energy independence from the rest of the world? First we need to define what we mean by energy independence. We ...
Rusty Braziel - Published April 24, 2012
... of pipeline capacity in 2012, producers turned to rail to get their barrels to market. By the end of 2013 there will be ... but not much demand. As a result supplies of crude oil need to be shipped relatively long distances to market. Early ... Dakota crude takeaway capacity on their website here . All the capacity for existing and planned pipelines is shown ...
Sandy Fielden - Published September 24, 2013
... U.S. crude production continues to increase, essentially all incremental barrels will flow to export markets, possibly ... Producers are continuously improving their technology to get a higher percentage of crude out of the rock, so U.S. ... all of the incremental growth in crude oil production will need to be exported. Despite the growth in exports, there is ...
Jason Lindquist - Published June 13, 2023
... rail and new pipeline capacity — soon including Plains All American’s new Sunrise project, which will move more ... if you blink, you’ll miss something important. So to get caught up with all things Permian, last week RBN hosted ... concern about labor resources — they all have jobs that need to be filled — and about the stress all this growth is ...
Rusty Braziel - Published October 17, 2018
... Which raises the question, how high would gas prices need to go before U.S. liquefaction becomes the lever that ... of reduced thermal coal exports, as some of those supplies get redirected into domestic power generation) to keep gas ... a simplification — of course; U.S. LNG has been exported all over the world, as we cover each week in our LNG Voyager ...
Amber McCullagh - Published December 5, 2018
... Spotcheck Indicators, Market Fundamentals Webcasts, and Get-Togethers. More information on Backstage Pass here . ... their gasoline blending needs because they are getting all the naphtha range material that they need from their crude feedstocks (See The Condensate Dilemma ...
Sandy Fielden - Published February 18, 2014
... a very healthy level in the long term context. We’ll get into the implications and the outlook for this ratio in ... with WTI frequently above and leading Brent. But that all changed in 2011 as the glut of shale production backed up ... preview of Spotcheck . The catch is that you’ll need a RBN password to get there. Back when you signed up ...
Rusty Braziel - Published December 25, 2012
... These midstream functions enable oil and gas producers to get their products from the wellhead to the market. Big MLP ... Products Partners, Kinder Morgan Energy Partners, Plains All American Pipeline, DCP Midstream, Energy Transfer ... seems to be the rule with few exceptions. What Else Do I Need to Know ? We have covered some of the tax and investment ...
Sandy Fielden - Published October 18, 2012
... Mexico export markets. But few of these pipeline projects get the gas all the way to those export outlets. The new supplies must ... Newcastle? What are Louisiana and Texas going to do with all that incremental gas supply? Some will be used to ...
Rusty Braziel - Published October 9, 2016
... business, or the NGL business, or the crude business and get by with knowing very little about the other hydrocarbon ... increasingly from other shale plays around the country. All this super-light and high RVP material (a.k.a., hot ... below. You will supply your own computer. So you will need a laptop computer, wireless internet capable, with ...
Rusty Braziel - Published April 17, 2013
... Of the future! So hold on to your seat and get ready for our Top Ten Energy Prognostications for 2013, ... market conditions are already changing – mostly due to all the new infrastructure that is coming on line. Many of ... processing plants and terminals that are popping up all over the country. So let’s get into the specifics. ...
Rusty Braziel - Published January 2, 2013
... the focus turned to demand —trying to figure out where all those hydrocarbons were going to go. Twelve months ... never happens. But even assuming normal weather, we will need to see gas prices in the mid-to-upper $3.00 range to ... prices. And at least for now, there is no good way to get much more gas from Waha to Agua Dulce. So the irony here ...
Rusty Braziel - Published January 2, 2017
... plays is projected to rise by 30% or more by 2022 under all of RBN’s forecast scenarios, and production of ... normal butane, isobutane and natural gasoline. The need to process the ever-increasing volumes of raw gas ... (430 Mb/d of the 740 Mb/d NGL total in 2016). As we’ll get to, there is currently only 245 Mb/d of pipeline takeaway ...
Housley Carr - Published February 14, 2017
... crude. If you are new to this series then you probably need to read the earlier installments to get your money’s worth from this finale. These links will ... lighter refined products from heavy crude if desired. All refineries start with a basic crude distillation process ...
Sandy Fielden - Published June 28, 2012
... the COVID-related downturn hit, most recently in Can't Get Enough of It , where we explored the decline in ... what we know: Production of propane is down along with all NGLs from crude and liquids-rich basins, with EIA weekly ... factors combined say the volumes will move if end-users need the supply. And the second big unknown is what always ...
Rusty Braziel - Published June 3, 2020