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.
Launch a company built around energy market fundamentals and rock & roll song titles. Then … give it away for free. Not exactly a textbook business plan. Today we turn the page. Novi Labs has acquired RBN Energy. Today’s blog is all about the logic of this deal and what it means for our customers.
It’s been quite a year already, with energy markets roiled by the Iran war. To survive such swings, you need a deep understanding of market fundamentals so that you can anticipate their effects. That’s today’s subject and the focus of our upcoming School of Energy: Foundations.
The Crude Voyager is a weekly analysis of U.S. Gulf Coast loading activity that explains the ebbs and flows of crude loadings, destinations, and geopolitical issues impacting U.S. exports. It outlines the major paths for laden tankers hauling U.S. crude all over the world and reflects the change in tanker departures to the main regions that consume U.S. crude.
Keyera’s Q1 2026 report and conference call on May 14 provided updates on projects already underway, the re-start of its iso-octane facility, and some color on longer-term growth opportunities.
With its Q1 2026 results release and conference call on May 8, Enbridge provided updates on its operations and projects, and added another $1 billion to its secured project backlog, which is now up to $40 billion.
Expand Energy’s Q1 2026 earnings call made one thing clear: the company is positioning itself for a long-term structural growth cycle in U.S. natural gas demand, with LNG exports sitting at the center of the strategy.
It’s been quite a year already, with energy markets roiled by the Iran war. To survive such swings, you need a deep understanding of market fundamentals so that you can anticipate their effects. That’s today’s subject and the focus of our upcoming School of Energy: Foundations.
The continuing U.S. and Israeli war against Iran and the rapid expansion of data centers and AI dominated the conversation at this year’s CERAWeek energy conference in Houston, which gathers more than 10,000 attendees from more than 80 countries.
The RBN NATGAS Haynesville is a weekly natural gas fundamentals analysis focused on supply, flow, and LNG-driven demand dynamics within the Haynesville basin.
President Trump announced on Tuesday, February 17, a $550 billion trade agreement between the United States and Japan, with roughly $36 billion allotted for U.S. oil, gas, and critical mineral projects.
Microsoft is racing to build data centers as quickly as possible and reported on Wednesday (January 28) that it added nearly 1 gigawatt of power in the last three months of 2025. That’s enough to power nearly 800,000 homes.
According to the EIA’s Weekly Petroleum Status Report (WPSR), for the week ended Friday, January 16, a drop in implied motor gasoline (mogas) demand contributed to a nearly 6 MMbbl build in total gasoline inventories, lifting total mogas stocks to 257 MMbbl (yellow dashed oval in chart below), the highest level seen since February 2021.
