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.
The Permian has up to 11 Bcf/d of new natural-gas takeaway capacity scheduled to enter service through the end of 2029, with still more coming into the early 2030s. The central question is whether natural gas growth from Permian oil development will fill that capacity and, if so, how quickly.
Just a few years ago, natural gas storage capacity along the Gulf Coast was widely available at low cost, but that has all changed. A storage-capacity shortfall is looming as new LNG export facilities come online, and the competition among storage developers is heating up. There will be winners and losers.
The NATGAS Appalachia weekly report provides the data and insights to monitor the northeast natural gas market’s twists and turns and identify the risks and opportunities along the way, including tracking supply-demand trends, outbound capacity and their impact on takeaway pipeline utilization, and regional prices.
The equity partners in LNG Canada sanctioned a Phase 2 expansion on September 29 which will double the site's nameplate LNG output. No timeline to completion was announced but is expected to be early in the next decade.
U.S. LNG feedgas demand was essentially flat last week as stronger intake across most terminals offset the ongoing maintenance outage at Cove Point.
A series of disruptions to global refining capacity and refined-product flows has raised the prospect of a ban on U.S. diesel exports as a way to keep prices in check. Today, we look at where things stand and how a U.S. export ban could result in a number of major unintended and negative consequences.
Permian natural gas production has been at record highs this month as Hugh Brinson, Blackcomb and an expansion of Gulf Coast Express have increased capacity out of the region.
The North American energy landscape has changed dramatically since our first School of Energy way back in 2013, but the need to understand market fundamentals has not. Today’s blog includes key highlights (and some blatant plugs) for a newly available replay of our recent conference in Houston.
The Future of Fuels bi-annual report by RBN's Refined Fuels Analytics provides an in-depth analysis of the U.S. and global refinery industries, focusing on crude oil and fuel market dynamics, supply and demand, alternative fuels, refinery capacities, and price forecasts to help stakeholders navigate the evolving energy landscape.
U.S. oil and gas rig count gained four rigs to 599 for the week ending September 25 according to Baker Hughes data, as gains in Anadarko (+1), Gulf of Mexico (+1), Permian (+1) and All Other (+2) eclipsed a one-rig decline in the Eagle Ford.
In Western Canada the active gas-directed rig count was unchanged at 62 rigs, while the oil-directed rig count jumped by 11 to 143 rigs, for the week ended September 25, according to Baker Hughes data.
The Texas Railroad Commission (RRC) has approved the state’s first new carbon-capture project since it assumed primacy for Class VI injection wells in December 2025. ExxonMobil’s Rose CCS project southwest of Beaumont in Jefferson County was approved by a 2-1 vote of the RRC on September 16. The project’s three wells would permanently store about 4 million MT per year of carbon dioxide (CO2) over 13 years, or about 52 million MT overall.
