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.
Marathon Petroleum is selling a pair of inland refineries — the 105-Mb/d St. Paul Park refinery in Minnesota and the 72-Mb/d Mandan refinery in North Dakota — to CVR Energy. Today, we look at why major refiners are increasingly pointing their investment dollars toward the Gulf Coast.
Qatar has long been a heavyweight in LNG, but its ambitions now extend well beyond supplying its own cargoes from its own shores. Today, we look at Qatar’s evolving strategy, why U.S. LNG figures prominently in its plans, and what its expanding role could mean for the global battle for market share.
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.
Tourmaline Oil Corp. reported third quarter results on November 4.
Along with most other refiners, Phillips 66 set a company record for adjusted and unadjusted earnings per share, net income and EBITDA in Q3 2026, the company said during its quarterly earnings call.
Surging NGL prices lifted the frac spread 35% in October, though the spread has pulled back in early November.
U.S. LNG feedgas demand rebounded last week as Freeport returned to full operations following an unplanned outage.
Feedgas averaged 19.78 Bcf/d (blue dotted line below) for the week ending November 8, up 0.45 Bcf/d week-on-week.
If you buy, sell or burn natural gas in New England and Greater New York City, you know the routine. A stretch of mild weather, then a cold snap. The pipelines fill, then cash prices go parabolic. Today, we look at the push and pull shaping the New England and New York gas markets.
The Canadian NATGAS Billboard is a weekly, early morning email and report that’s designed to keep physical and financial participants informed of the various fundamental components that make up the complex Canadian natural gas market. This service saves readers time and confusion by compiling all the most critical data points into one clear and concise report.
LNG Canada's gas intake in November is expected to drop to under 1 Bcf/d as the company has scheduled maintenance work and a series of restarts for its two liquefaction trains.
With its post-merger portfolio review finished and the Eagle Ford up for sale, Devon Energy used its Q3 2026 earnings call to lay out what the combined company does next, which is grow oil production modestly. That is a change in tone.
Chord Energy’s next phase of development centers on getting more from its Bakken acreage through longer wells, targeted infrastructure investment and improved recovery from existing assets.
