Episodios

  • Eyes of the Ranger – How the Iran War Reshapes Global Gas and LNG This Year and Beyond

    Eyes of the Ranger – How the Iran War Reshapes Global Gas and LNG This Year and Beyond
    Apr 9 2026
    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.
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    13 m
  • No Sudden Movement – U.S. E&Ps Stay Cautious on 2026 Capex Amidst Market Volatility

    No Sudden Movement – U.S. E&Ps Stay Cautious on 2026 Capex Amidst Market Volatility
    Apr 8 2026
    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.
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    13 m
  • Long Time Comin’ – More Permian Gas Takeaway Is Coming. What About Stronger Waha Prices?

    Long Time Comin’ – More Permian Gas Takeaway Is Coming. What About Stronger Waha Prices?
    Apr 7 2026
    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.
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    11 m
  • Upgrade U – Upgrader Repairs Could Offer Surest Route to Higher Venezuelan Crude Oil Production

    Upgrade U – Upgrader Repairs Could Offer Surest Route to Higher Venezuelan Crude Oil Production
    Apr 6 2026
    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.
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    13 m
  • Win, Lose or Draw – Comparing Data Center Development Drivers Across Key States

    Win, Lose or Draw – Comparing Data Center Development Drivers Across Key States
    Apr 2 2026
    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.
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    13 m
  • Save Room – More Natural Gas Storage Capacity Planned to Serve Gulf Coast LNG and Power Facilities

    Save Room – More Natural Gas Storage Capacity Planned to Serve Gulf Coast LNG and Power Facilities
    Apr 1 2026
    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.
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    12 m
  • Turn Me Loose – Where Western Canadian Crude Oil Goes and How it Gets There

    Turn Me Loose – Where Western Canadian Crude Oil Goes and How it Gets There
    Mar 31 2026
    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.
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    15 m
  • Stuck in a (Gulf) You Can’t Get Out Of – The Triple-Whammy Impacts of Iran War on Refined Products

    Stuck in a (Gulf) You Can’t Get Out Of – The Triple-Whammy Impacts of Iran War on Refined Products
    Mar 30 2026
    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.
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    14 m