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 Gulf Coast will require vast amounts of incremental natural gas storage space over the next few years. As brownfield expansion opportunities run out, LNG export terminals and other facilities that need more storage will likely turn to the best planned greenfield projects.
Rising public opposition to data centers led Texas to issue a moratorium on new data center grid connections. Today, we review the directive, how it might change with the state soon to be under new leadership, and assess its impact on the megaprojects already in development.
The monthly and weekly Propane Billboard reports feature insightful commentary and analysis of historical and anticipated trends in the U.S with a deep dive into the propane supply and demand balance by PADD. It includes a custom 1-year forecast with commentary and analysis on emerging market opportunities.
Cheniere's latest earnings call discussed developing LNG projects and the current global market, with some commentary on supply diversity.
Comstock Resources spent most of its Q3 2026 call on how it will pay for its Western Haynesville development. Two deals announced at the end of August shift much of that cost onto partners.
Strong producer activity in the Permian Basin and additional pipeline capacity will increase demand for natural gas gathering, processing and treating capacity, Kinetik said during its Q3 2026 earnings call on November 4.
Targa Resources is adding another fractionator. Train 14 is a 150 Mb/d unit at Mont Belvieu that will split raw natural gas liquids into products like propane and butane. It’s due online in Q1 2029 and will raise Targa’s fractionation capacity at the Gulf Coast hub to about 1.8 MMb/d.
On the Western Midstream (WES) Q3 earnings call, management highlighted their Delaware gas throughput volumes rose 20% from Q2 to a record 2.56 Bcf/d. About two-thirds of that came from the former Brazos Delaware system which was acquired back in Q2.
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.
Canadian Natural Resources Limited’s Q3 total production of 1.65 MMBoe/d was down 1.5% from Q2, and oil and liquids production of 1.13 MMb/d was down 2.6% from Q2, due to the planned turnaround at Horizon, partially offset by record thermal bitumen production and stronger oil and NGLs production
National Fuel Gas, founded in 1902, is an energy industry unicorn — the only U.S. company fully integrating exploration and production, midstream gathering and transportation, and downstream utility sales of natural gas. But as NFG recently announced, that’s about to change.
Suncor reported free funds flow of CAD$5.2 billion and record refined product sales of 677 Mb/d for the third quarter of 2026. Upstream production of 852.5 Mb/d was down 2% year-over-year, while refinery crude oil throughput was down about 1% year-over-year to 487.7 Mb/d.
