RBN Energy Blogcast podcast

#Business #RBN #RBN Energy

38:16

Many of us are entering the new year with a similar goal — to build community and connect more with others. To kick off season five, Priya Parker shares ideas on how to be the host with the most. An expert on building connection, Priya is the author of “The Art of Gathering: How We Meet and Why It Matters.” Whether it's a book club, wedding, birthday or niche-and-obscurely themed party, Priya and Chris talk about how to create meaningful and fun experiences for all of your guests — including yourself. For the full text transcript, visit go.ted.com/BHTranscripts . For the full text transcript, visit go.ted.com/BHTranscripts Want to help shape TED’s shows going forward? Fill out our survey here ! Learn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.…

RBN Energy Blogcast

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RBN Energy Blogcast

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updated 4 дні тому

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Accelerating energy market analytics through collaboration, networking and alliances

1483 епізодів

#Business #RBN #RBN Energy

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RBN Energy Blogcast

1
Calm Before the Storm - E&P Q1 Earnings Rise Before Price Drop Darkens Q2 Outlook 14:13

4 дні тому14:13

14:13

Buoyed in part by early optimism about the Trump administration’s potentially positive impact on the economy and the oil and gas industry, the WTI spot oil price reached a five-month high of nearly $76/bbl in January. But the optimism and oil prices have steadily eroded due to the impact of tariffs, trade wars and stubborn oilfield service inflation. In today’s RBN blog, we’ll look at the impact of the January price spike on Q1 2025 earnings and analyze the potential impact of a much lower price scenario in Q2 2025.…

RBN Energy Blogcast

1
Whatcha Gonna Do When C2 Says Goodbye - Could U.S. Ethane Survive Without China? 16:15

5 днів тому16:15

16:15

It looks like the U.S. ethane market may have just dodged a bullet. Since late May, the U.S. Bureau of Industry and Security effectively banned ethane exports to China, the destination for two-thirds of the ethane sent out of Gulf Coast docks — about 225 Mb/d in 2024. Ethane has become a bargaining chip in U.S.-China negotiations over rare earths and tariffs, in part because China has no alternative source of waterborne ethane feedstock for its petchems. But playing the ethane card presented a potential problem for the U.S. too. While China isn’t the only export market for U.S. ethane, there are very limited other destinations for the volumes they typically take. The need to find a home for those volumes could have required significantly more “rejection” of ethane into natural gas at U.S. gas processing plants — i.e., selling ethane for its fuel value instead of recovering it for petchems or export. In today’s RBN blog, we examine the ethane export issue, which remains in flux as part of the broader U.S.-China trade agreement still being finalized.…

RBN Energy Blogcast

1
Don't Stop Believin' - Data Centers, LNG Exports and Southeast Demand Key to Marcellus/Utica Growth 12:17

6 днів тому12:17

12:17

Marcellus/Utica natural gas production grew by leaps and bounds in the 2010s, but the pace of growth has slowed dramatically in recent years, mostly due to takeaway constraints. Finally, the prospects for renewed growth are improving. New pipeline capacity out of Appalachia is coming online — especially to the booming Southeast, and maybe the Gulf Coast too. New LNG export capacity is about to be commercialized. And a lot of new gas-fired generating capacity — much of it tied to planned data centers — is under development within (or very near) the Marcellus/Utica region. In today’s RBN blog, we examine the three big gas-demand drivers behind the shale play’s impending renewal.…

RBN Energy Blogcast

1
Might as Well Jump! - EOG Resources, Upbeat on Utica Condensate, Doubles Down With Encino Deal 13:19

7 днів тому13:19

13:19

There’s been a surge in E&P interest in the Utica Shale’s volatile oil window the past couple of years, and EOG Resources has been particularly optimistic about its potential for producing large volumes of condensate, the lightest of superlight crude oils. A few days ago, EOG — known for growing its business organically, not via M&A — announced one of the largest acquisitions of the year so far: the planned purchase of Encino Acquisition Partners (EAP), the Utica’s #1 condensate producer by far, for $5.6 billion, including the assumption of EAP’s debt. As we discuss in today’s RBN blog, the deal will give EOG its third “foundational” focus area (the others are the Eagle Ford and the Permian's Delaware Basin) and supports the view that the Utica really is an up-and-comer.…

RBN Energy Blogcast

1
You've Got a Friend in Me - Will Enbridge's Expansions Avert Another Canadian Oil Pipeline Capacity Crunch? 16:23

10 днів тому16:23

16:23

It seems almost nothing is going to stop Western Canada’s crude oil production growth. But getting those incremental barrels to refiners and exporters will require more pipeline takeaway capacity, including expansions to Enbridge’s Mainline and Express systems, which should keep barrels flowing to key markets in the U.S. and avoid a capacity crunch. In today’s RBN blog, we consider how our outlook for Canadian production over the next several years stacks up against takeaway capacity and what additions will be needed to keep pace.…

RBN Energy Blogcast

1
Danger Zone - Changes to 45V Tax Credit Would Deal a Major Blow to Low-Carbon Hydrogen 14:35

11 днів 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 its way through Congress on track to produce the most significant changes yet. In today’s RBN blog, we’ll look at how the bill could dramatically scale back the 45V tax credit for hydrogen production and deal a mighty blow to dozens of projects under development.…

RBN Energy Blogcast

1
It's Tricky - Chevron's Diminished Role in Venezuela Complicates Plans for U.S. Refiners Seeking Heavy Crude 12:43

12 днів 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 today’s RBN blog, we’ll update the situation in Venezuela, assess what it means for Chevron, and discuss the outlook for the heavy crude-capable Gulf Coast refiners.…

RBN Energy Blogcast

1
Big Deal - Supreme Court's Ruling on Uinta Basin Railway Is a Big Win for Energy Infrastructure Projects 11:20

13 днів 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 upstream and downstream activities the project would enable. As we discuss in today’s RBN blog, the U.S. Supreme Court ruled last week that under the all-important National Environmental Policy Act (NEPA) of 1969, it’s up to regulators to set the boundaries of their environmental review and that courts should defer to their judgment as long as they fall within a “broad zone of reasonableness.”…

RBN Energy Blogcast

1
Hey, Hey, What Can I Do - 'Unacceptable Risk' Label Could Disrupt U.S. Ethane, Butane Exports 12:14

14 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 “unacceptable risk of use in or diversion to a military end use.” Details about the licenses and how they will apply are limited at this point, but it appears they will be required for these exports to continue. In today’s RBN blog, we examine the potential impact on the ethane and butane markets.…

RBN Energy Blogcast

1
I'm Waxy and I Know It - The Short- and Long-Term Outlooks for Uinta Waxy Crude Production 12:36

17 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 regarding the prospects for continued Uinta production growth; the need for new takeaway capacity, blending and refining infrastructure to handle it; and — very important — the estimated duration of economically recoverable waxy crude under various price scenarios.…

RBN Energy Blogcast

1
I Will Wait - Expected Surge in Turbine Manufacturing Complicated by Rising Costs, Uncertain Demand 11:08

18 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 and tariffs could impact turbine manufacturing and complicate efforts to expand gas-fired power generation.…

RBN Energy Blogcast

1
Do You Realize? - U.S. Propane Market Must Delicately Balance Seasonal Demand, Steady Production 10:17

19 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 customers, including the seasonality of demand versus the steady nature of production. In today’s RBN blog, we discuss highlights from our new Drill Down Report on propane.…

RBN Energy Blogcast

1
Here Comes the Rain Again - U.S. E&Ps Dial Down Capex on Growing Concerns About Future Oil Prices 16:09

20 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 (excluding 2020). In today’s RBN blog, we review what we heard from E&P brass — a measured response that melded confidence in the industry’s new fiscally conservative, shareholder-focused business model; modest spending reductions; and preparations for more substantial responses to future erosion in commodity pricing.…

RBN Energy Blogcast

1
Did You Ever Know That You’re My Hero? - One Year In, Trans Mountain Reaches Record Crude Shipments 11:08

21 день 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 system has been responsible for opening up entirely new markets for Canadian crude. As we discuss in today’s RBN blog, despite its numerous delays and immense cost, the pipeline has recently seen record crude shipments and is nearing its nameplate capacity, driven by rising exports.…

RBN Energy Blogcast

1
I’m Back (Back in the LNG Groove), Encore Edition - How Woodside's FID on Louisiana LNG Shakes Things Up 16:54

21 день тому16:54