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.
There’s a horse race among Gulf Coast gas storage developers to provide the tens of billions of cubic feet of incremental space that will be needed by the early 2030s. Out front are the owners of existing salt cavern storage. But which brownfield projects have that special something?
In Western Canada the active gas-directed rig count was unchanged at 65 rigs, while the oil-directed rig count rose for the fourth straight week, inching up by two to 150 rigs, for the week ended October 23, according to Baker Hughes data.
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.
Kinder Morgan added $5.4 billion of new projects in Q3, bringing its backlog to a record $14.4 billion.
Meta accelerated its spending on capital expenditures in Q3 2026 as it seeks to speed the adoption of its compute-intensive Muse AI agent, the company said during its earnings call on October 21.
Devon Energy announced it is selling its Eagle Ford assets to Crescent Energy for $4.22 billion in cash. In today’s blog, we look at why Devon is leaving South Texas while Crescent doubles down, and we preview our detailed analysis of the deal, available on the Novi Intelligence portal.
Woodside Energy has completed the strategic review of its Beaumont New Ammonia facility and will initiate a formal process to reduce its investment, the company said during its Q3 2026 earnings report published October 21. The company announced plans for the review during its H1 2026 earnings presentation in August.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
Freight rates are sky-high. Shipping crude oil from the U.S. Gulf Coast to China on a VLCC cost more than $80 million earlier this month, double what it was in September and 5X a year ago. Today, we look at the unique combination of factors that are helping drive freight rates to record highs.
Western Canada saw large drops in LPG inventories in September, especially butanes, according to data released by the Canadian Energy Regulator on October 15.
U.S. propane inventories have fallen 3.8 MMbbl in three weeks, the steepest decline for this period in at least a decade, as strong exports pull Gulf Coast stocks lower. The surplus to last year has shrunk to 2.7 MMbbl and could disappear as soon as next week.
