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 an interesting aspect to the buildout of new Permian gas processing capacity, NGL pipelines, fractionators and NGL export terminals, namely that virtually all of the projects are being undertaken by midstream companies that handle NGLs along their entire value chain, from wellhead to water.
The Marcellus/Utica still has vast amounts of natural gas to supply the ongoing surge in demand from power generators and LNG exporters. But there’s a catch: A significant step-up in Appalachian production can only occur if new pipeline infrastructure is built to transport that gas to where it’s needed.
The Crude Oil Billboard keeps readers at the forefront of the U.S. crude oil market by offering access to data and information moments after its release. Say goodbye to PDF reports that come out after the market has already moved on.
Natural gas prices were up week-on-week, but still remain negative. Things may be set to change though, as the Gulf Coast Express expansion is imminent.
U.S. Gulf Coast ethane cracker margins have come back to earth after several weeks of extraordinary profitability.
The U.S. is at the tail end of an incredible wave of LNG expansion that has so far seen nine new projects across seven terminals reach a final investment decision in a little over a year. Today, we take a closer look at the Commonwealth LNG project and what comes next for U.S. LNG development.
U.S. oil and gas rig count gained one rig to 563 for the week ending June 5 according to Baker Hughes data, with little movement across most basins, as a two-rig gain in Permian offset a one-rig decline in Anadarko and all other basins were unchanged.
In Western Canada the oil-directed rig count increased by six this week, to 113 active rigs, which is 32% higher than the prior 10-year high for this time of year, while the gas-directed rig count increased by one to 54 rigs this week, in line with the prior five-year high for this time of year.
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.
Plug Power said June 2 it has closed on the sale of a federal Investment Tax Credit (ITC) for ~$39.2 million associated with its hydrogen liquefaction facility in St. Gabriel, LA, (operated through Hidrogenii, its joint venture with Olin Corp. The St. Gabriel facility was commissioned in April 2025 and can liquefy up to 15 tons of hydrogen per day.
Given that the Iran war-driven surge in oil prices doubled Q1 E&P profits, a surge in capex to capture fatter cash flows seemed like a sure thing, but that would have been a losing bet. Today, we review oil and gas producers’ investment and production guidance and analyze potential future strategy.
According to data from the NGL Voyager Report, propane exports reached an all-time high of 2.1 MMb/d in May. The increase was largely due to more volume exported out of Enterprise’s Neches River flex terminal.
