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.
EOG Resources’ Q3 2026 earnings call centered on how its US wells keep getting better. Oil production hit a record 550.4 Mbbl/d, above guidance, and the company raised its full-year guidance to 549.5 Mbbl/d (from 548.7) even after selling its legacy Barnett and Woodford positions.
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.
On his first earnings call as CEO, Andy O’Brien pointed to the Lower 48 as ConocoPhillips’ growth engine. Total production was 2.302 MMboe/d in Q3, with guidance of 2.32-2.36 MMboe/d for Q4 and low-single-digit growth expected in 2027 on lower capital.
U.S. oil and gas rig count edged up one rig to 604 for the week ending November 6 according to Baker Hughes data, extending its run above 600 to a fifth straight week, as gains in Haynesville (+2), Permian (+1) and All Other (+1) outweighed declines in Gulf of Mexico (-2) and the Bakken (-1).
Antero Midstream is looking beyond gathering lines to capture a larger share of the infrastructure connecting Appalachian gas supply with downstream demand.
Genesis Energy said its Offshore Pipeline Transportation segment experienced no weather-related shut-ins during Q3 2026, typically the most active part of the hurricane season, but volumes still came in lower than anticipated due to lower crude oil production at some facilities that flow exclusively through its pipeline network, the company said during its earnings call November 5.
Shell’s next growth chapter is taking shape around a familiar strategy: connect new resources to infrastructure it already owns. During its Q3 2026 earnings call, the company highlighted a project pipeline spanning Canadian LNG, offshore oil and potential Caribbean gas developments.
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.
Air Products expects to wrap up its capital spending on energy transition projects by 2029 as the company prioritizes its Industrial Gases sector, CEO Eduardo Menezes said during the company’s Q3 2026 earnings call on November 5.
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.
According to South Bow’s third quarter results, throughput on Keystone set a third quarter record, averaging 586 Mb/d, while volumes on the Gulf Coast segment averaged about 663 Mb/d. South Bow began lifting pressure restrictions on certain segments of the Keystone pipeline.
