Кращі подкасти про RBN (2025)

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RBN Energy Blogcast

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Danger Zone - Changes to 45V Tax Credit Would Deal a Major Blow to Low-Carbon Hydrogen 14:35

2 дні тому14:35

14:35

The U.S. outlook for low-carbon hydrogen was bright and sunny just a year or two ago, with billions in federal funding and policy support, but to no one’s surprise, things have darkened considerably this year. Several clean-energy initiatives have faced resistance from Republicans in Washington, with the budget reconciliation bill currently making …

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RBN Energy Blogcast

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It's Tricky - Chevron's Diminished Role in Venezuela Complicates Plans for U.S. Refiners Seeking Heavy Crude 12:43

3 дні тому12:43

12:43

Exports of Venezuelan crude to the U.S. have moved lower in recent months, a trend that seems likely to continue with the May 27 expiration of Chevron’s permit to operate there. But while a limited extension of that permit appears likely, if not yet official, the development adds new challenges for Gulf Coast refiners that process heavy crude. In t…

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RBN Energy Blogcast

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Big Deal - Supreme Court's Ruling on Uinta Basin Railway Is a Big Win for Energy Infrastructure Projects 11:20

4 дні тому11:20

11:20

Midstream developers have complained for decades that federal courts reviewing agency approvals for their infrastructure projects have cast too wide a net — that is, instead of requiring agencies to simply analyze the specific environmental impacts of the project in question, the courts have been insisting regulators also examine the effects of the…

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RBN Energy Blogcast

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Hey, Hey, What Can I Do - 'Unacceptable Risk' Label Could Disrupt U.S. Ethane, Butane Exports 12:14

5 днів тому12:14

12:14

After dodging the huge tariffs on exports of U.S. LPG and ethane to China — at least until August 12 — a new wrinkle has emerged. Enterprise Products Partners said in a filing May 29 that the U.S. Bureau of Industry and Security (BIS) has flagged its exports of butane and ethane to China as a security risk; specifically, that they pose an “unaccept…

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RBN Energy Blogcast

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I'm Waxy and I Know It - The Short- and Long-Term Outlooks for Uinta Waxy Crude Production 12:36

8 днів тому12:36

12:36

We’ve discussed the qualities of the Uinta Basin’s unusual waxy crude, the challenges inherent in moving it to market, and the use of machine-learning AI to optimize its extraction from two key geologic layers or “benches” deep below the rugged hills of northeastern Utah. Now, in today’s RBN blog, it’s finally time to reveal what all this tells us …

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RBN Energy Blogcast

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I Will Wait - Expected Surge in Turbine Manufacturing Complicated by Rising Costs, Uncertain Demand 11:08

9 днів тому11:08

11:08

This may be the best time ever to be a manufacturer of natural gas turbines. The U.S. seems poised for a sharp increase in power demand in the coming years and order books are filling up, but it’s not all smooth sailing and significant headwinds remain. In today’s RBN blog, we will explore how rising costs, supply-chain constraints, long lead times…

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RBN Energy Blogcast

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Do You Realize? - U.S. Propane Market Must Delicately Balance Seasonal Demand, Steady Production 10:17

10 днів тому10:17

10:17

With more than 9 billion gallons of propane delivered to U.S. customers each year, moving those volumes to their final destination is a complex task involving pipelines, rail cars, storage (be it underground or above ground) and, ultimately, trucks. Several major factors help determine the quantity and price of propane delivered to end-use customer…

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RBN Energy Blogcast

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Here Comes the Rain Again - U.S. E&Ps Dial Down Capex on Growing Concerns About Future Oil Prices 16:09

11 днів тому16:09

16:09

Over the past month, E&P executives have addressed shareholder and analyst concerns amid the murkiest market conditions since the onset of the pandemic in Q1 2020. One industry leader pointed out that on an inflation-adjusted basis, there have only been two quarters since 2004 when front-month oil prices have been as low as they are today (excludin…

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RBN Energy Blogcast

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Did You Ever Know That You’re My Hero? - One Year In, Trans Mountain Reaches Record Crude Shipments 11:08

12 днів тому11:08

11:08

It has been 12 months since the Trans Mountain Expansion Project — aka TMX — finally began operations after years of delay, creating a much-needed, larger conduit to move Western Canada’s rising crude oil production to the Pacific Northwest and overseas markets. Although the customer base for exports remains limited, the Trans Mountain pipeline sys…

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RBN Energy Blogcast

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I’m Back (Back in the LNG Groove), Encore Edition - How Woodside's FID on Louisiana LNG Shakes Things Up 16:54

12 днів тому16:54

16:54

Woodside Energy’s final investment decision (FID) on the $17.5 billion Louisiana LNG terminal was a stunner. For one thing, only 1 million metric tons per annum (MMtpa) of the project’s 16.5 MMtpa (2.2 Bcf/d) of capacity is under contract — U.S. LNG export projects typically have commitments for two-thirds or more of their output before pulling the…

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RBN Energy Blogcast

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On Top of the World - Next Wave Uses Innovative Approach to Produce High-Quality Alkylate 12:15

16 днів тому12:15

12:15

It’s been about a year and a half since Next Wave Energy Partners opened its Project Traveler facility, a milestone in the energy industry. Overall, Project Traveler has exceeded production expectations and proven the innovative approach of combining ethylene and isobutane to produce high-quality alkylate. In today’s RBN blog, we’ll look at what’s …

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RBN Energy Blogcast

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I Want to Break Free - Gray Oak Expansion Helping to Ease Permian-to-Corpus Crude Oil Congestion 9:54

17 днів тому9:54

9:54

The pipelines carrying crude oil from the Permian Basin in West Texas to the Corpus Christi area have been as jammed as an urban highway on the Friday before Memorial Day weekend. The Gray Oak Pipeline, the largest from the Permian to Corpus, has just completed the 80-Mb/d first phase of a planned two-phase expansion that will add a total of 120 Mb…

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RBN Energy Blogcast

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Don’t Stop Believin' - Is the Marcellus/Utica Finally Poised for a Gas-Production Breakout? 15:19

18 днів тому15:19

15:19

The Marcellus/Utica region is by far the most prolific natural gas production area in the U.S., accounting for about one-third of the nation’s daily output. The shale play experienced phenomenal growth in the 2010s, its gas production rising from less than 2 Bcf/d to more than 33 Bcf/d over that decade. But the pace of growth has slowed dramaticall…

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RBN Energy Blogcast

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I Will Wait - Backlog for Natural Gas Turbines Expands on Surging Demand, Supply Constraints 11:33

19 днів тому11:33

11:33

There is tremendous buzz around natural-gas-fired turbines right now with backlogs reportedly stretching five years into the future due to supply-chain bottlenecks, labor shortages and a surge in demand. The power generation industry is poised for a major upswing as data center development and overall electricity demand continue to accelerate, driv…

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DD Geopolitics

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Russia Cooks Kiev, Trump Courts Sultans, Gaza Faces Another Massacre 1:18:31

19 днів тому1:18:31

1:18:31

Russia displays power in Istanbul, cornering Kiev and sidelining the West, Trump turns his Gulf tour into a billion-dollar family hustle, and Israel launches yet another brutal ground invasion of Gaza under the biblical banner of “Gideon’s Chariots.” Same genocide, new branding. Support Independent Media at DDGeopolitics.com! In a world where truth…

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RBN Energy Blogcast

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Waxy and I Know It - Predicting the Uinta Basin's Productivity and Long-Term Staying Power 10:53

22 дні тому10:53

10:53

There’s a lot to like about the Uinta Basin’s waxy crude, but ramping up its production and use in refinery feedstock slates will require multimillion-dollar investments in rail terminals, special rail cars, heated storage, refinery equipment and other midstream and downstream infrastructure. A natural concern for E&Ps, midstreamers, and refiners i…

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RBN Energy Blogcast

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On the Road Again - Renewable Natural Gas Could Help Turn Cellulosic Biofuels Into a Success Story 12:54

23 дні тому12:54

12:54

Familiar corporate names like Cummins, Freightliner and Waste Management have joined forces with dozens of less-familiar public companies and startups to form what some might call a new U.S. industry. Thousands of commercial trucks powered by compressed natural gas (CNG) are on the roads nationwide, many of them filling up at dedicated fueling stat…

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RBN Energy Blogcast

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I Can See Clearly Now - As Hydrogen Market Evolves, Best Uses Will Focus on Cost, Sustainability 14:20

24 дні тому14:20

14:20

Hydrogen has a well-established, if limited, role in the modern economy. It has been used in refining and ammonia production for decades, but its potential has long been touted in various areas, including decarbonizing hard-to-abate industrial processes such as steelmaking, as well as in larger roles in heavy-duty transportation and energy storage.…

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RBN Energy Blogcast

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Rhinestone Cowboy - Vaquero Midstream Breaks Into the Big Time With Delaware Basin Expansion 11:55

25 днів тому11:55

11:55

The Permian’s Midland and Delaware basins have seen their share of midstream success stories the past few years — many of them privately backed efforts to gain a foothold and then expand into the big time. Navitas Midstream Partners (later sold to Enterprise Products Partners) comes to mind; so do Oryx Midstream and Brazos Midstream. Now comes Vaqu…

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RBN Energy Blogcast

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Solid As A Rock - E&Ps Protect Balance Sheets With Conservative Approach After 2024 Acquisitions 12:34

26 днів тому12:34

12:34

Serious concerns about higher costs and lower demand have left the E&P sector in a delicate position since the implementation of new U.S. tariffs, as evidenced by the Dallas Federal Reserve Bank’s recent survey of producers, who appear especially vulnerable after massive acquisition spending in 2024 to deepen and high-grade their portfolios. In tod…

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DD Geopolitics

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Moscow Hosts the World—EU Clings to Zelensky Fantasy—India & Pakistan Clash! 1:26:49

26 днів тому1:26:49

1:26:49

This week, we take a look at the Victory Day Parade marking the 80th anniversary of the defeat of Nazism—who showed up in Moscow, and how the EU reacted. While leaders gathered in Moscow, the UK, France, Germany, and Poland lined up behind Zelensky in Kiev, issuing threats toward Russia. We’ll also break down how the India–Pakistan conflict flared …

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RBN Energy Blogcast

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Should've Been a Cowboy - E&Ps See Hope in Western Haynesville, But Success Is No Sure Thing 14:01

29 днів тому14:01

14:01

Much like a cowboy venturing into uncharted territory, E&Ps are roaming Northeast Texas and the far-western sections of the Haynesville Shale in search of more natural gas. It’s a challenging adventure, and while there’s a lot of hope and hype, the recent history of developments outside the Haynesville’s main producing areas shows that success is f…

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RBN Energy Blogcast

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Head Full of Doubt, Road Full of Promise - Policy Uncertainty Clouds Path Forward for Energy Projects 11:29

рік тому11:29

11:29

The Trump administration’s approach to economic policy — including tariff threats to longtime allies backed by sometimes shifting policy goals — might be a sound tactical move in the long run by keeping negotiators on edge and extracting better deals. But that approach has also heightened the sense of uncertainty about where things are headed, affe…

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RBN Energy Blogcast

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Waltz Across Texas - WhiteWater and Company-Led JV Expand Role in Moving Permian Gas to Coast 10:12

рік тому10:12

10:12

Several large, publicly held midstream companies play critical roles in transporting crude oil, natural gas and NGLs from the Permian Basin to markets along the Gulf Coast, and all of them are investing hundreds of millions or even billions of dollars to expand their Permian-to-Gulf infrastructure. But there’s a privately held outlier among them — …

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RBN Energy Blogcast

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Waxy and I Know It - An Insider's Guide to the Uinta Basin’s Rock, Reserves and Growth Potential 11:39

рік тому11:39

11:39

In just a few years, the Uinta Basin has morphed from a quirky, waxy-crude curiosity to a burgeoning shale play with production north of 170 Mb/d and initial production (IP) rates that compare favorably with the best wells in the Permian. Still, there are a host of logistical challenges associated with transporting waxy crude out of the basin and q…

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RBN Energy Blogcast

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Do You Realize? - U.S. Propane Pricing Reflects Seasonality, Contract Provisions, Transport Costs 11:31

рік тому11:31

11:31

The U.S. propane market may appear seamless at times, but a lot is happening just below the surface to determine consumer pricing. Key factors include the high seasonality of demand, supply contracts that must account for the seasonality of product delivery and the price, and the cost of transportation from terminals to bulk plants to end users. In…

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DD Geopolitics

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Actor. President. Salesman. Zelensky’s Final Act: Sell the Country! 1:13:48

рік тому1:13:48

1:13:48

Join us as we unpack the U.S.-Ukraine Investment Fund — what Ukrainian officials said publicly versus what was actually signed in Washington. We’ll also cover Zelensky’s threats to world leaders attending the 80th anniversary of the victory over fascism, analyze Trump’s first 100 days in office, and touch on the latest escalation in Syria.…

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RBN Energy Blogcast

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I’m Back (Back in the LNG Groove) - How Woodside's FID on Louisiana LNG Shakes Things Up 16:09

рік тому16:09

16:09

Woodside Energy’s final investment decision (FID) on the $17.5 billion Louisiana LNG terminal was a stunner. For one thing, only 1 million metric tons per annum (MMtpa) of the project’s 16.5 MMtpa (2.2 Bcf/d) of capacity is under contract — U.S. LNG export projects typically have commitments for two-thirds or more of their output before pulling the…

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RBN Energy Blogcast

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Try Some, Buy Some - M&A Drove 2024 E&P Reserve-Replacement Surge as Organic Growth Lagged 16:28

рік тому16:28

16:28

The tide is shifting in the energy sector back toward hydrocarbons as renewables face new, big hurdles. The latest tangible sign of this shift is BP’s decision to refocus on traditional oil and gas and deemphasize renewables, which follows ExxonMobil’s and Shell’s restructuring of strategies in the same direction. The likelihood that hydrocarbon de…

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DD Geopolitics

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Not One Step Back! - Episode 1 - Scott Camil 1:18:18

рік тому1:18:18

1:18:18

In the inaugural episode of DDGeopolitics' new series Not One Step Back, join Timmy and contributor Grant as they sit down with Vietnam War veteran turned peace activist Scott Camil. Together, they explore his experiences in the war, his transformation into a leading voice for peace, and the vital lessons his story offers as the United States once …

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RBN Energy Blogcast

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Road to Alaska - Are Alaska LNG's Strengths Enough to Outweigh Its Costs, Construction Challenges? 16:11

рік тому16:11

16:11

The Trump administration is trying to breathe new life into the long-dormant Alaska LNG project, talking up its strengths and encouraging potential Asian customers and investors to consider it. But the project, a multibillion-dollar plan to pipe natural gas from Alaska’s North Slope to Anchorage and Cook Inlet for liquefaction and export, faces hug…

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RBN Energy Blogcast

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Under the Pressure - U.S. Energy Industry Dodges a Bullet as New Fees Target Chinese Shipping 12:11

рік тому12:11

12:11

The U.S. government recently released the final rules for the Section 301 fees proposed earlier this year, intended to address the dominance of China’s shipbuilding industry. According to the new rules, exports on Chinese-owned, -operated or -built vessels are mostly excluded — great news for U.S. energy producers and exporters, especially in the N…

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RBN Energy Blogcast

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Only Happy When It Rains - Counting on a Boom in Natural Gas Demand for Power? 14:31

рік тому14:31

14:31

Rising demand for electricity to serve data centers, manufacturing and other power-consuming sectors of the economy is spurring the development of scores of gas-fired plants — up to 100 gigawatts (GW) of new capacity by 2040. How much power those new plants will actually generate — and, with that, how much natural gas they will require — remain ope…

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DD Geopolitics

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Rome Rolls Out Red Carpet for Vanilla ISIS Boss 1:01:44

рік тому1:01:44

1:01:44

Welcome back to our weekly Sunday recap stream. A lot happened this week: the Kiev regime once again resorted to terrorism, Zelensky — the attention-seeker he is — managed to overshadow the Pope’s funeral, and the Vatican broke protocol to shine the spotlight on him. Meanwhile, the Kursk region has been fully liberated, with North Korean forces con…

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RBN Energy Blogcast

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Pictures of You - Regional Balances Tell the Tale of the U.S. Crude Oil Market 9:06

рік тому9:06

9:06

Over the past 15 years, the U.S.’s crude oil supply/demand balance has been transformed by the Shale Revolution. Increasing production unlocked through horizontal drilling and hydraulic fracturing have pushed up the nation’s overall supply without an equal change in refining capacity, resulting in significant changes in regional balances. In today’…

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DD Geopolitics

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DDG & RBN Drop Truth Bombs on US Politics 1:19:03

рік тому1:19:03

1:19:03

We’re excited to launch our new Thursday collaboration with Nick Cruse from Revolutionary Blackout Network! Every week, we’ll break down U.S. political events, call out establishment clowns and plants, and much more. This one’s going to be a wild ride — don’t miss it!

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RBN Energy Blogcast

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Together in Electric Dreams - For Tech Giants, Powering Data Centers is Not All About Natural Gas 11:48

рік тому11:48

11:48

Tech giants such as Google, Amazon and Meta have long sought to meet their data-center power needs while at least limiting their greenhouse gas (GHG) emissions. But while many developers and utilities have turned to natural gas to power data centers because of its ability to provide reliable 24/7 power, renewable generation continues to play a role…

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RBN Energy Blogcast

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Wanna Be Startin' Somethin' - Developing Natural Gas Storage Infrastructure in Unsettled Times 14:36

рік тому14:36

14:36

Taking a nine- or 10-figure energy infrastructure project from concept to fruition is never easy. Siting dilemmas, permitting woes, commitment-wary customers, financing snags, legal challenges — there are seemingly endless hurdles. And that’s in normal times. Add in market volatility and fast-changing governmental policies and a developer’s job bec…

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DD Geopolitics

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DD Geopolitics Returns! Ceasefire Deals, Trade Wars & Power Struggles 1:03:41

рік тому1:03:41

1:03:41

After a long pause, we're finally back to streaming! Sarah returns alongside a new co-host, and there's a lot to unpack in this episode — from the Easter ceasefire in Ukraine and the state of ongoing peace talks, to why the Trump administration hinted at a potential pullout. We'll also dive into rising tensions in the Middle East involving Iran, th…

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RBN Energy Blogcast

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Dig a Little Deeper - Haynesville Presents Opportunities, Challenges for Gas Producers 12:23

рік тому12:23

12:23

The boundaries of what we typically think of as the Haynesville Shale in Northeast Texas and Northwest Louisiana are expanding. E&Ps are increasingly moving out from the core producing acreage and exploring new frontiers, including the far western part of the dry-gas shale play. Wrangling gas from this prospect is challenging, with deeper, high-pre…

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RBN Energy Blogcast

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Money Can Buy It - After Permian M&A Spree, E&Ps Throttle Growth While Integrateds Motor On 17:11

рік тому17:11

17:11

The record $120 billion upstream M&A spending spree in 2024 focused on the consolidation of Permian Basin positions by the major U.S. publicly traded oil and gas companies. With crude oil prices stagnant in the $70-$80/bbl range, producers were driven to boost Tier 1 acreage and capture operational synergies to fund the generous shareholder returns…

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RBN Energy Blogcast

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One Piece at a Time - Upstream Consolidation in Western Canada Quickens With Whitecap/Veren Deal 13:39

рік тому13:39

13:39

In an industry such as oil and gas that is beset with more uncertainty than usual of late due to geopolitical upsets, bubbling trade wars and a recent plunge in crude oil prices, being a larger company with the resources to survive the turbulent times — and thrive when the sailing is smoother — is more important than ever. For Western Canada’s ener…

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RBN Energy Blogcast

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Lovers in a Dangerous Time, Encore Edition - U.S., Canadian Energy Markets Remain Key Allies Despite Trade Tensions 9:45

рік тому9:45

9:45

The North American energy landscape has undergone significant shifts in production, infrastructure and pricing for crude oil, natural gas and NGLs over the past few years and developments within Canada have strengthened its role in the global energy trade, creating opportunities and reshaping supply chains. Yet, the market is constantly changing an…

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RBN Energy Blogcast

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Do You Really Want to Hurt Me - Gas Prices at Permian's Waha Hub Roar Higher, Devastating Shorts 10:46

рік тому10:46

10:46

What happens when almost everybody is on the same side of a trade and the fundamentals flip? Yup, max pain. Everyone races for the exits at the same time, sending the market into speculative liquidation mode and causing cascading losses. It can get frantic and ugly — tens or even hundreds of millions of dollars are at stake, and no one’s sure how b…

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RBN Energy Blogcast

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I Left My (Crude) In San Francisco - What is Driving PADD 5's Increased Reliance on Imported Crude? 12:50

рік тому12:50

12:50

The West Coast energy market, PADD 5, is undergoing a profound transformation. Consumption of petroleum-based refined products is declining due to a host of factors including increased renewable diesel (RD) usage, slowing population growth, electric vehicle (EV) penetration and fuel efficiency improvements, just to name a few, but that’s only half …

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RBN Energy Blogcast

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You Make Me Feel Like a Natural (Gasoline) - Exploring the Quirkiest NGL 12:34

рік тому12:34

12:34

Natural gasoline is the most expensive natural gas liquid (NGL), accounting for more than 25% of the price-weighted NGL barrel (versus 10%-12% of the barrel by volume). It is also notoriously difficult to track, with similar products having different names and unclear demand segments. In fact, the difficulty tracking portions of demand, combined wi…

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RBN Energy Blogcast

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You Make Me Feel Like a Natural (Gasoline) - Different Names, Uses Add to Mystery Around Natural Gasoline 9:30

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9:30

It’s the most expensive NGL, accounting for more than 25% of the value of a weighted average barrel. It is the only NGL that does not require storage or transportation under pressure. And it’s the most misunderstood of the NGLs, going by different names depending on the market and geography, with a chameleon-like characteristic that allows it to be…

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RBN Energy Blogcast

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Steady, As She Goes - E&Ps Maintain Stable Investment, Shareholder Returns Ahead of Uncertain 2025 14:14

рік тому14:14

14:14

As the clock approached midnight on December 31, E&P managements and shareholders likely clinked champagne flutes to celebrate a remarkable four years of prosperity for an industry that had been nearly shattered by two decades of periodic financial crisis. Soaring post-pandemic commodity prices and gold-plated balance sheets provided generous cash …

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RBN Energy Blogcast

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Bad Blood - Burgeoning U.S.-China Trade War Has Potential to Devastate Propane, Ethane Markets 14:47

рік тому14:47

14:47

Starting on April 10, China will enact an 84% reciprocal tariff on imports of U.S. goods. This increase was in response to the 104% tariff that the U.S. placed on imports of Chinese goods, which was subsequently raised to 125% by President Trump on April 9. China is likely to retaliate further. Unlike China’s February retaliatory tariffs of 10%-15%…

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RBN Energy Blogcast

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All Shook Up - Arrow Model Forecasts Shifts in Gas Flows, Basis as New Pipes, LNG Capacity Arrives 13:20

рік тому13:20

13:20

The rapid growth in U.S. natural gas production and LNG exports over the past 10 years was just the beginning. Between now and 2035, gas production in the Permian, Eagle Ford, Haynesville and other plays will continue rising, the Gulf Coast’s LNG export capacity will double and many new pipelines will be built. New gas-fired power plants will be ad…

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