RBN Energy Blogcast
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Accelerating energy market analytics through collaboration, networking and alliances
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Mexico’s still-rising demand for U.S.-sourced natural gas — and new pipelines to deliver it — has been driven by the buildout of new power plants and, more recently, by planned LNG exports. Today, we discuss more private-sector midstreamers and the new gas demand that may bring them new opportunities.
NGL production in Western Canada hit an all-time high in 2025 and looks to be headed even higher in the years ahead. Major midstream players, such as AltaGas, have been undertaking infrastructure expansions to deal with all the additional gas processing, Y-grade fractionation and product exports.
The news out of Venezuela has commanded the world’s attention since early January, with the country’s highly prized heavy crude oil caught in a geopolitical tug of war. In today’s RBN blog, we’ll lay out where Venezuela’s crude oil is produced and how it differs from grades elsewhere.
Producers venturing into the substantial natural gas reserves in the far-west part of the Haynesville Shale were historically thwarted by extreme geological conditions and poor drilling economics. Now, technological advancements and bullish market conditions are once again beckoning E&Ps.
Mexico’s process for planning new gas pipelines is very top-down, with state-owned Cenagas and CFE playing key roles. But the buildout of pipelines there has been largely accomplished by private-sector companies that are now planning another round of projects that will spur more gas exports from the U.S.
The stock market of 2025 often felt like different movies playing on adjacent screens. On one, the broader market surged. On the other, economically sensitive sectors such as oil and gas stocks slid into the background. Today, we examine the performance of the 35 public E&Ps we cover.
In Mexico, state-owned players like Cenagas and CFE continue to play central roles in planning and underpinning the development of natural gas pipelines. At the same time, however, Mexico has leveraged the participation of a handful of private-sector companies that have built a significant share of the newer pipelines there.
The U.S. refining industry has been on a real rollercoaster ride in recent years. Today, we take a region-by-region look at the future of the U.S. refining industry and explain why reductions in refining capacity are expected in some areas while others may be in a position to thrive.
All roads lead to Louisiana in the natural gas market, and those roads have become increasingly crowded as LNG demand sucks in gas from other states. Today, we discuss Boardwalk’s Kosci Junction project and how it will impact the gas market in Louisiana, Mississippi and beyond.
Even if Permian crude oil production were to stagnate over the next few years, the region’s output of NGLs would likely increase by half, from the current 3.2 MMcf/d to about 4.8 MMcf/d in 2030. Anticipating that growth, NGL midstreamers are planning new NGL pipeline capacity from West Texas to the Gulf Coast.
Sure, natural gas markets have experienced lots of changes the past few years. But all that was merely a prelude. The main event — a transformation of Gulf Coast markets — is about to begin. In today’s RBN blog, we discuss our upcoming GasCon 2026 conference on this market-shifting inflection point.
Wow! Pragmatism! Driven by physics, economics and, yes, even politics. It’s clear that 2025’s reset will carry into 2026, and energy markets are breathing a collective sigh of relief. So what does this renewed tilt toward fossil fuels mean for markets? Today, our Prognostications for 2026.
Well, 2025 is now in the books, allowing us time for reflection, resolution-making and pretending we always knew how the year would turn out. And unlike many, we also look into the rear-view mirror to see how we did with last year’s predictions. That’s what we’ll do in today’s blog.
Regularly scheduled refinery turnarounds are one the most important (and expensive) activities of any refiner. Today, we look at what happens during a typical turnaround, the ways refiners seek to manage their risk, and the biggest potential payoffs that come with a well-executed project.
What it takes to get energy from where it is produced to where it is consumed was at the heart of many of RBN’s most popular blogs in 2025. But there were also the three T’s: Trump, tariffs and turbulence.
There are at least a couple of clear trends in upstream-sector M&A. One is that E&Ps continue to zero in on the basins where they see the most promise, and to divest non-core assets. Another is that the ramp-up in LNG exports is spurring heightened interest in acreage and production targeting that market.
The International Energy Agency’s new World Energy Outlook 2025 has a major shift in how the agency is framing the future of global energy. It’s going back to basics and once again providing an outlook based solely on policies already on the books today.
In the upstream oil and gas world, “reserve life” — calculated via the Reserve Life Index — is one of the simplest and most widely cited metrics. But behind the RLI lies a web of technical, financial and strategic forces that make it surprisingly nuanced measure of an E&P’s long-term outlook.
Crude oil production in the U.S.’s portion of the Gulf of Mexico is poised to top 2 MMb/d for the first time in six years — and only the third time ever. New projects keep coming online. And a newcomer to the U.S. GOM, U.K.-based Harbour Energy, just announced a deal to acquire LLOG Exploration.
Opinions vary on how much U.S. electricity demand may rise and how much that may impact demand for natural gas. But there’s across-the-board agreement that the electric and gas sectors are more intertwined than ever and electric-grid reliability will suffer if gas-fired plants don’t get the fuel they need.
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