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.
Over the past 16 years, BP has undergone multiple restructurings of its upstream portfolio, interrupted by a shift to — and then from — one of the sector’s most ambitious energy transition strategies. Today, we chronicle the evolution of one of the industry’s most significant integrated companies.
While ExxonMobil delivered another quarter of record Permian production at more than 1.8 MMboe/d, management made it clear that future value creation will depend less on adding volumes and more on improving recovery and capital efficiency.
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.
Cheniere's earnings call on Thursday revealed that they are ahead of schedule in building the expansions at Corpus Christi. The company also described how it is dealing with nitrogen from the Permian Basin at its Corpus Christi facility.
APA is driving more value from every well. During its Q2 2026 earnings call, the company highlighted continued drilling efficiency gains in the Permian, reducing costs while supporting strong production performance. The latest Analyst Insight explores what these improvements could mean for future development.
South Bow disclosed that the Prairie Connector open season garnered 465 Mb/d of 20-year, firm service binding commitments from Hardisty, AB to U.S. delivery points, from nine customers. The volume commitment is basically in line with the rumored number circulating in media reports last quarter.
Canadian Natural Resources Limited (CNRL) posted a record quarter for total production, liquids production, adjusted net earnings, and funds flow, aided by strong operating results, acquisitions, and strong oil prices.
The Haynesville is the nation’s #3 natural gas producer, and close to most of the U.S.’s LNG export capacity. That makes gas pipelines from the Haynesville to the Gulf Coast critically important — and valuable — assets, a reality Williams Cos. just affirmed with its plan to buy Momentum Midstream.
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The key themes of Suncor’s Q2 results and earnings call were continued improvement in refined products performance and maintenance turnaround efficiencies, record precipitation impacting mined production, and record financial performance.
For a company whose growth story has run through the Delaware Basin for the better part of a decade, EOG's Q2 2026 earnings call put the Utica front and center.
U.S. propane inventories posted a smaller-than-expected 817-Mbbl build, while PADD 3 stocks reversed course with a counter-seasonal draw—even as weekly exports declined.
