Episodios

  • Till There Was You – Ovintiv Ramps Up Montney Exposure with Acquisition of NuVista Energy

    Till There Was You – Ovintiv Ramps Up Montney Exposure with Acquisition of NuVista Energy
    Nov 18 2025
    Ovintiv, one of Western Canada’s largest natural gas and condensate producers, has upped its Montney position with a takeover of rival NuVista Energy, continuing the recent consolidation trend.
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    13 m
  • Yes We Can – Western Canada’s NGLs Growth Gets a Boost with NorthRiver Midstream’s BC Pipeline

    Yes We Can – Western Canada’s NGLs Growth Gets a Boost with NorthRiver Midstream’s BC Pipeline
    Nov 17 2025
    NGL production in British Columbia has been on the rise. Plans by NorthRiver Midstream to build a pipeline to fractionators in Alberta will give producers in the Montney more runway for growth.
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    11 m
  • Frustrated – Hurdles at Dangote, Dos Bocas Show Challenges in Adding to Global Refining Capacity

    Frustrated – Hurdles at Dangote, Dos Bocas Show Challenges in Adding to Global Refining Capacity
    Nov 14 2025
    Dangote eyes a massive expansion but still struggles to reach capacity. Dos Bocas faces steeper hurdles. New refineries worldwide keep hitting the wall as bold plans collide with tough execution.
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    12 m
  • In Spite of Ourselves – Backlog for Carbon-Capture Projects Grows Despite Efforts to Speed Permitting

    In Spite of Ourselves – Backlog for Carbon-Capture Projects Grows Despite Efforts to Speed Permitting
    Nov 13 2025
    The permitting process for carbon-capture projects is, in some ways, like navigating Houston’s notorious rush-hour traffic — if everyone tries to move at once, gridlock can quickly ensue. That’s true at both the federal level, where the EPA has more sequestration wells under review than ever before, and at the state level, where Louisiana just hit the pause button on its reviews. In today’s RBN blog, we look at how increased interest in carbon capture has exacerbated the permitting backlog.
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    14 m
  • Every Rose Has Its Thorn – Poor Performance in the Petrochemical Industry Affecting Earnings

    Every Rose Has Its Thorn – Poor Performance in the Petrochemical Industry Affecting Earnings
    Nov 12 2025
    The global petrochemical is currently experiencing a downturn, and this is showing up in earnings. These companies are reacting with cost reductions and capacity rationalizations.
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    11 m
  • One Thing Leads to Another – Refined Products Projects Out West Will Impact Markets in Several PADDs

    One Thing Leads to Another – Refined Products Projects Out West Will Impact Markets in Several PADDs
    Nov 11 2025
    A few days ago, HF Sinclair joined ONEOK, Phillips 66 and Kinder Morgan in planning pipeline projects to move more refined products to Western markets. It’s too soon to say how many of these projects will come to fruition, but what’s certain is that the effort to transport large volumes of products west from PADDs 2, 3 and 4 will significantly impact refinery economics across vast swaths of the U.S. In today’s RBN blog, we‘ll discuss the pipeline projects and how they will affect market dynamics.
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    10 m
  • Stronger – Midstream M&A Slows as Companies Focus on Buying and Selling Specific Assets

    Stronger – Midstream M&A Slows as Companies Focus on Buying and Selling Specific Assets
    Nov 10 2025
    There’s been a lull in midstream M&A activity the past few months, but several companies in that space have been making significant adjustments to their portfolios, either by acquiring assets from others or selling ownership interests in their own businesses. There’s also been a lot of buzz about major deals that may be in the works. In today’s RBN blog, we’ll discuss a few of the more interesting midstream transactions and what’s spurring them, and also look at the general state of the midstream sector.
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    13 m
  • More! More! More! – Propane Oversupply Meets Potential Natural Gas Shortfall: Market Implications

    More! More! More! – Propane Oversupply Meets Potential Natural Gas Shortfall: Market Implications
    Nov 7 2025
    More propane production. More exports. More inventories. The U.S. propane market, already oversupplied, is becoming even more so, putting additional downward pressure on prices. At the same time, surging demand from LNG exports and gas-fired power generation is pushing natural gas prices higher. Electricity prices are climbing too, further tilting the scales in propane’s favor. The big question is, will these shifting fuel-price relationships move the needle on retail propane demand.
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    15 m