Episodios

  • 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
  • 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
  • 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
  • And the Thunder Rolls – Iran War Roils Pricing Just After U.S. E&P Returns Hit Four-Year Lows

    And the Thunder Rolls – Iran War Roils Pricing Just After U.S. E&P Returns Hit Four-Year Lows
    Mar 26 2026
    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.
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    15 m
  • Rikki Don’t Lose That Number — ‘311’ Gas Transportation: What Is It, Why Is It, and How Does It Work?

    Rikki Don’t Lose That Number — ‘311’ Gas Transportation: What Is It, Why Is It, and How Does It Work?
    Mar 27 2026
    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.
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    12 m
  • Turn Me Loose – How Pipeline Capacity Scarcity and Seasonality Have Impacted WCSB Crude Oil Prices

    Turn Me Loose – How Pipeline Capacity Scarcity and Seasonality Have Impacted WCSB Crude Oil Prices
    Mar 25 2026
    Crude oil supply from the Western Canadian Sedimentary Basin continues to grow. At times, it has exceeded the region’s outbound pipeline capacity. Today, we’ll take a close look at the periods of pipeline surplus and scarcity, and how they correlate with WCSB price discounts relative to U.S. price benchmarks.
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    11 m
  • The Show Goes On – Plans for Venezuelan Revival Might Not Include its Long-Neglected Refining Sector

    The Show Goes On – Plans for Venezuelan Revival Might Not Include its Long-Neglected Refining Sector
    Mar 23 2026
    While most of the discussion about Venezuela involves crude production, it’s important to know that the country was also once a major refiner before it began a decade-long downturn. Today, we look at the history of Venezuela’s refining sector and the prospects for a turnaround.
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    11 m