Кращі подкасти про RBN (2025)

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RBN Energy Blogcast

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

23 години тому12:12

12:12

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 …

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RBN Energy Blogcast

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Don't Fence Me In - Keyera Goes Nationwide With Purchase of Plains Midstream Canada's NGL Business 13:28

3 дні тому13:28

13:28

Canada’s energy industry has seen more than its share of merger-and-acquisition activity this year. The latest big deal involves the midstream sector, with Keyera agreeing on June 17 to buy Plains Midstream Canada’s NGL business in Canada for C$5.15 billion ($3.75 billion). The purchase will transform Alberta-focused Keyera into a nationwide NGL ma…

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RBN Energy Blogcast

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Don't Stop Me Now - FERC Actions Helping to Ease the Path Forward for Natural Gas Infrastructure 14:28

4 дні тому14:28

14:28

The Federal Energy Regulatory Commission (FERC) took several steps in June to slash red tape and speed the construction of natural gas projects in the U.S. interstate and export markets. This is the latest in state and federal efforts to reduce the years-long legal battles around energy infrastructure and quicken the development of vital projects s…

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RBN Energy Blogcast

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Weapon of Choice - With Ethane as a Bargaining Chip, Energy Becomes a Weapon in Talks With China 11:51

5 днів тому11:51

11:51

The details of a trade deal between the U.S. and China, announced June 26 by Commerce Secretary Howard Lutnick and confirmed by China, remain sparse. Once they are finalized, the requirement for U.S. exporters to obtain a Bureau of Industry and Security (BIS) license to send ethane to China should be lifted, but the effect on trade flows is already…

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RBN Energy Blogcast

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Double Trouble - EPA's RVO Proposal Would Raise Feedstock Prices, Compliance Costs 13:16

8 днів тому13:16

13:16

The Environmental Protection Agency’s (EPA) proposed Renewable Volume Obligations (RVOs) for 2026-27 did more than just set renewable fuel mandates for the next two years, they included dramatic shifts in the way that imported fuels and feedstocks are handled and raised the likelihood of higher compliance costs during a time in which the federal go…

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RBN Energy Blogcast

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Follow That Dream - Choice of Well Tubing Plays a Key Role as Horizontal Laterals Extend Their Reach 12:41

9 днів тому12:41

12:41

Since its beginning in western Pennsylvania 166 years ago, the oil and gas industry has been on a relentless quest to unlock more hydrocarbons. And for years, the focus has been on drilling more productively, not just drilling more wells. The techniques that have evolved since the start of the Shale Revolution have led to rapid increases in the len…

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RBN Energy Blogcast

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Mission: Impossible? - E&Ps, Faced With a 'Final Reckoning,' Helped Save Themselves With Dividends 17:20

10 днів тому17:20

17:20

The summer movie season opened with the latest — and reportedly last — entry in the Tom Cruise-propelled “Mission: Impossible” franchise called “The Final Reckoning.” That title reminded us that, to E&P executives, the commodity price crash at the onset of the pandemic in 2020 must have seemed like the final blow in a series of financial crises tha…

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RBN Energy Blogcast

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Family Affair - Kinder Morgan Pipeline Projects to Boost Deep South’s Access to Appalachian Gas 10:59

11 днів тому10:59

10:59

For several years now, the biggest hurdle to natural gas production growth in the Marcellus/Utica was takeaway constraints — there simply wasn’t enough capacity on gas pipelines out of Appalachia to support a significant bump-up in regional output. Things have been changing though. The Mountain Valley Pipeline and a slew of expansion projects along…

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RBN Energy Blogcast

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Fun, Fun, Fun - Even in a Market Rife With Uncertainty, Producers Continue Reshaping Their Portfolios 13:47

12 днів тому13:47

13:47

Energy-market risks abound. Israeli attacks on Iranian oil and gas infrastructure. The looming possibility of a global trade war. Up-and-down prices for WTI and Brent. Still, in the midst of all this doubt and instability, oil and gas producers continue to buy and sell major upstream assets in the U.S. — and gobble up entire companies — in ongoing …

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RBN Energy Blogcast

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You're Gonna Go Far - EPIC Crude Pipeline, Poised for Growth 11:17

15 днів тому11:17

11:17

The EPIC Crude Pipeline, which stretches from the prolific Permian Basin in West Texas to Corpus Christi, has operated above its original nameplate capacity for more than a year, with volumes rising in recent months. Owner EPIC Midstream in April sold its NGL pipeline to Phillips 66 for $2.2 billion and its Olefins Pipeline to Howard Energy Partner…

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RBN Energy Blogcast

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Mr. Brightside - Sunoco's Acquisition of Parkland Will Give It Fueling Stations, Terminals and a Refinery 10:48

16 днів тому10:48

10:48

U.S. fuel supplier Sunoco announced in May that it has inked a US$9.1-billion agreement to buy Canada-based Parkland Corp., a move that would create the Americas’ largest independent fuel distributor. Sunoco would gain control of Parkland’s fleet of fueling stations and its valuable Burnaby refinery near Vancouver, BC. The deal is supported by Park…

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RBN Energy Blogcast

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You've Got a Friend in Me, Encore Edition - Will Enbridge's Expansions Avert Another Canadian Oil Pipeline Capacity Crunch? 15:56

16 днів тому15:56

15:56

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…

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RBN Energy Blogcast

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Fun, Fun, Fun - Big-Dollar M&A Continues, But for Many E&Ps the Focus Is on Fine-Tuning Portfolios 14:02

18 днів тому14:02

14:02

The pace of multibillion-dollar acquisitions in the upstream sector may have eased a bit after a frenetic couple of years, but M&A among E&Ps is still happening. And, just as important, producers just coming off big deals are divesting assets that don’t fit their strategies, or reaching agreements to buy “bolt-on” acreage and production in key basi…

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RBN Energy Blogcast

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Turn The Page - EU's Efforts to End Reliance on Russian Natural Gas Could Boost U.S. LNG Exports 13:53

19 днів тому13:53

13:53

The European Union (EU) has had to rethink and reconfigure major elements of its policies around natural gas since Russia’s invasion of Ukraine in February 2022. Prior to the war, Russian volumes accounted for 45% of the EU’s imports of natural gas, nearly double the supply from second-place Norway, but Russian gas supplies have dropped considerabl…

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RBN Energy Blogcast

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Rolling in the Deep - Corpus Christi Dredging Projects Create New Opportunities for Crude Oil Exporters 10:05

22 дні тому10:05

10:05

The 35-year dream of widening the Corpus Christi Ship Channel and deepening it to 54 feet from the old 47 feet is at long last a reality. The $625 million project also has spurred marine-terminal owners in Corpus Christi and Ingleside to undertake — or at least consider — major dock and dredging projects that would enable them to make full use of t…

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RBN Energy Blogcast

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

23 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 inflatio…

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RBN Energy Blogcast

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

24 дні 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 a…

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RBN Energy Blogcast

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

25 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 …

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RBN Energy Blogcast

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

26 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…

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RBN Energy Blogcast

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

29 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…

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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

30 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 …

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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

рік 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

рік 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

рік 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

рік 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

рік 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

рік 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

рік 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

рік 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

рік 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

рік 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

рік 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

рік 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

рік 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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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

рік 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

рік 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

рік 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

рік 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

рік 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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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

рік 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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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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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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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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