RBN Energy Blogcast
340 episodes — Page 1 of 7
Know When to Hold ’Em – U.S. E&Ps Eschew Capex Increases Despite Oil Price Surge
Calling All NGLs – Permian’s Rising NGL Output Spurs Another Round of ‘Wellhead-to-Water’ Projects
Wind of Change – The U.S. Propane Market’s Shifting Trends Around Storage, Production and Exports
Open Season – The Critical Midstream Step That Can Make or Break a Pipeline Project
Who Says You Can’t Go Home – How Much Gas Demand Growth Will Come from Within the Northeast?
Turn the Page – RBN Energy Is Now Part of Novi Labs
Canary in a Coal Mine – The UAE’s OPEC Exit Has Ramifications for Global Oil Market, U.S. Producers
Let It Go, Let It Flow – Jones Act Waiver Opens Up New Routes for Foreign-Flagged Ships on U.S. Waters
Strange Days Indeed, Encore Edition – In a Year of Change, Market Fundamentals Are Key to Understanding What Comes Next
Heat of the Moment — Oil and Gas Prices Supercharge Q1 2026 E&P Results
Take Me Back to Oklahoma – After Years of Declining Interest, the Anadarko Is Now an M&A Hotbed
We Are the Champions – NextEra Energy/Dominion Combo May Accelerate Gas-Fired Plant Buildout
Take Me Back to Oklahoma – After Years of Declining Interest, the Anadarko Is Now an M&A Hotbed
For the First Time in a Long Time – After a Long, Steady Decline, Alaska Oil Production Is on the Rise
Summertime ... and the Blendin’ Is Easy – Fuel Waiver May Lower Costs, Boost Gasoline Supplies
Keep Pushin’ – Venezuela’s Crude Oil Terminals Need Minor Fixes, Major Overhauls to Boost Exports
Strange Days Indeed – In a Year of Change, Market Fundamentals Are Key to Understanding What Comes Next
Wake Me Up – Changing Dynamics Have the Northeast Gas Market Poised for a Reawakening
How High? – Surge in U.S. Crude Exports Ups Estimates of What Gulf Coast Terminals Can Handle
Double-Edged Sword – Refinery ‘Capacity Creep,’ Falling Inventories May Limit U.S. Crude Export Surge
Take the Money and Run? – E&Ps Face a New Capital Allocation Cycle … Will Debt Reduction Stay Front and Center?
Don’t You (Forget About Me) – Crude Oil Hogs the Spotlight, But Venezuela Has Major Gas Reserves Too
How’s It Going to Be – How a Prolonged Conflict with Iran Could Disrupt U.S. Gasoline, Jet and Diesel Markets
Closer to the Heart – Shell’s ARC Resources Deal Affirms Focus on Low-Carbon LNG, Liquids Growth
The Big Picture – The Coming Battle for Gas Between LNG Exports and Southeast Generation
Two Out of Three Ain’t Bad – U.S. and European Refineries Thriving So Far, But Asian Ones Suffer
Go Speed Racer Go – With Speed to Market the #1 Priority, Data Center Developers Put the Pedal to the Metal
The Big Picture – Rising Southeast Gas Demand Spurs Pipeline Projects, Competition With LNG Exports
Leave the Door Open – U.S. Propane Storage to Fall in 2026 as Added Dock Space Rebalances Market
Leave the Door Open – Propane Exports to Increase in 2026 as War With Iran Shifts Market Dynamics
(They’ve Got) The Power – Nscale’s Monarch Data Center Aims to Optimize the Btu-to-GPU Value Chain
Slip Sliding Away – Organic Oil and Gas Reserve Replacement Continues to Dip on Conservative Investment
Four Sticks – Will More Pipeline Capacity Be Needed to Move Canadian Barrels from the Midcontinent to the Gulf Coast?
I Need More – California Refinery Closures, Persian Gulf Issues Strain PADD 5 Product Supply
Long Time Comin’ – Can Permian Gas Processing Capacity Keep Pace With Production Gains?
Greetings From Nashville – Nashville’s Growth Boom Could Have a Big Impact on Regional Fuel Supply
Temptation Eyes – Will Surging Cash Flows Tempt Still-Disciplined E&Ps to Ramp up Spending?
Win, Lose or Draw – What is Driving Large-Scale Data Center Projects to Secondary Markets?
How Am I Supposed to Live Without You – U.S. Refiners Using Persian Gulf Crude Seek Alternatives
Turn Me Loose – With Production on the Rise, Several Pipelines in the Works to Move Canadian Crude to the U.S.
Eyes of the Ranger – How the Iran War Reshapes Global Gas and LNG This Year and Beyond
U.S. LNG has been on the fast track as new export capacity along the Texas and Louisiana Gulf Coast draws in increasing volumes of U.S. natural gas. The impact of that unprecedented buildout only intensified over the past several weeks with the war in Iran and its effects on Persian Gulf LNG.
No Sudden Movement – U.S. E&Ps Stay Cautious on 2026 Capex Amidst Market Volatility
The roiling of global energy markets by war in the Middle East has magnified the importance of domestic oil output and heightened interest in capital spending. Today, we look at the 2026 forecasts and offer some far-too-early speculation about the industry response to the recent surge in oil prices.
Long Time Comin’ – More Permian Gas Takeaway Is Coming. What About Stronger Waha Prices?
Permian wells are churning out 22 Bcf/d of residue natural gas, but for many producers that gas abundance is a hindrance. A persistent shortfall in takeaway capacity has made negative prices at Waha an all-too-regular thing. But the situation will soon be changing for the much-better.
Upgrade U – Upgrader Repairs Could Offer Surest Route to Higher Venezuelan Crude Oil Production
There’s no shortage of work to be done to revive Venezuela’s crude oil industry, much of which suffered from years of poor management and minimal investment. One rehabilitation effort that could deliver a lot of bang for the buck would be to repair and restart the industry’s crude upgraders.
Win, Lose or Draw – Comparing Data Center Development Drivers Across Key States
Data center development is booming across the country. But power and water supplies, fiber connectivity, and regulatory environments differ across states. Today’s RBN blog compares seven leading states for data centers on the key factors that help determine development outcomes.
Save Room – More Natural Gas Storage Capacity Planned to Serve Gulf Coast LNG and Power Facilities
The war-related loss of LNG export capacity in Qatar suggests that existing and planned LNG export terminals along the U.S. Gulf Coast will be running flat-out over the next few years, and that the Texas/Louisiana region will need even more natural gas storage capacity than previously figured.
Turn Me Loose – Where Western Canadian Crude Oil Goes and How it Gets There
End markets for Canadian crude oil have evolved as production and export capacity have grown, especially in the past few years. Today, we dig into the data to see where Western Canadian Sedimentary Basin crude oil supply goes, how it gets there, and how those destination markets have evolved.
Stuck in a (Gulf) You Can’t Get Out Of – The Triple-Whammy Impacts of Iran War on Refined Products
The ongoing conflict between the U.S. and Iran and the near-total closure of the Strait of Hormuz isn’t just stranding significant volumes of refined products in the Persian Gulf. It’s also resulting in potentially extensive and long-lasting damage to some refineries there and trapping crude oil that Asian refiners depend on.
Rikki Don’t Lose That Number — ‘311’ Gas Transportation: What Is It, Why Is It, and How Does It Work?
A regulatory topic that had long been very backburner — the so-called “311” transportation of natural gas — is suddenly front and center because it applies to the slew of new, mostly intrastate pipelines that have been built across Texas to get Permian gas to LNG terminals on the Texas and Louisiana coasts.
And the Thunder Rolls – Iran War Roils Pricing Just After U.S. E&P Returns Hit Four-Year Lows
The upstream oil and gas sector has been periodically roiled by dramatic price swings triggered by world events over the last five decades. Today, we analyze the impact of bottoming oil prices on earnings and cash flows as the industry girds for an unpredictable 2026.