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RBN Energy Blogcast

RBN Energy Blogcast

Author: RBN Energy

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Accelerating energy market analytics through collaboration, networking and alliances
1605 Episodes
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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.
A framework agreement between Canada’s federal government and the province of Alberta aims to kickstart a process to construct a new crude oil pipeline to the country’s west coast that would expand direct crude exports to Asia and reduce reliance on the U.S. as an export customer.
U.S. E&Ps continue to ignore political pressures to “drill, baby, drill,” sticking rigidly to capital discipline and trimming their drilling-and-completion activity. But that hasn’t kept production from inching up as E&Ps continue to increase their productivity.
Five years ago, Vermont enacted a law requiring steep reductions in GHG emissions and, in 2023, it directed regulators to develop a program to steer households and businesses away from heating oil and propane. But now everything’s in limbo — a development with important implications for other states. 
Plains All American’s Basin Pipeline and the complementary Sunrise Pipeline play major roles in moving Permian crude to Cushing, OK, the delivery point for the U.S. benchmark and a key storage hub. In today’s RBN blog, we’ll dig into why the pipes are so important to the Permian, Plains and Cushing.
Underpinned by new shipper commitments, a WhiteWater Midstream-led team has upsized the capacity of its planned 2.5-Bcf/d Eiger Express Pipeline to a whopping 3.7 Bcf/d. In today’s RBN blog, we’ll discuss the expansion plan.
Three-quarters of the Bakken's top-tier well sites may have already been drilled and the remaining inventory may be less than stellar, but a new AI-based analysis suggests the quality of the rock held by the shale play’s top producers varies widely.
The E&Ps we track have retained investor support over the past three years despite a drop in oil prices. Their formula has been throttling back costs and investment to prioritize shareholder returns.
In newly announced deals, Antero Resources and Antero Midstream will expand their holdings in northern West Virginia and divest non-core assets in eastern Ohio.
Houston and Corpus Christi have been locked in a battle for the top spot as the primary outlet for Permian crude. Lately, the pendulum has been swinging toward Corpus — and not by accident. 
All the speculation you hear about the future of data centers comes with the promise of massive amounts of electricity usage down the line. But which facilities are using the most grid power right now?
A new analysis suggests about 75% of the Bakken’s top-quartile locations have been drilled and only 6,100 well sites would generate a good return at the prices we’ve seen the past couple of years.
Amber Energy has been declared the winner of the CITGO refineries and intends to keep the CITGO brand and operate it with new leadership focused on cost-cutting and operational improvements. 
U.S. E&Ps have battled mightily to mitigate the impact on earnings and cash flows caused by the steady erosion in commodity prices, but concerning trends could impact future earnings.
Targa Resources’ plan to acquire sour-gas specialist Stakeholder Midstream will give the midstream giant an even stronger foothold in the Northern Delaware Basin, where much of the associated gas has high levels of H2S and CO2.
Phillips 66’s Sweeny Complex includes refining, midstream and petrochemical units and illustrates how a well-designed facility can deliver operating and financial efficiencies. 
For months, the Trump administration and industry groups have been asserting that EU regulations on methane emissions could result in a sharp decline in — or even an end to — U.S. LNG flows to the EU.
Appalachia is churning out just over one-third of Lower 48 natural gas production and has the potential to produce considerably more. The big question is whether output will finally break out.
Some market observers see a massive wave of LNG supply ready to flood the market, but the fears of cargo cancellations may be exaggerated, with the “great wave” more like a gradually rising tide. 
Energy Transfer stitched together its Permian Express system over multiple years and it’s now a standout in the company’s midstream portfolio, able to carry 600 Mb/d of Permian crude to Nederland, TX.
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