Beste RBN Energy podcaster (2025)

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AECO Prison Blues - Western Canadian Gas Prices Stuck Behind Bars, Even After Winter Price Surges 14:06

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14:06

Western Canada’s natural gas market never really seems to catch a break. Prices this winter have remained well below those across much of the rest of North America thanks to an all-too-common combination of insufficient pipeline export capacity from the region, bloated gas storage and robust supply growth. Even with forward price prospects for much…

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You Can't Always Get What You Want - Gulf Coast Refiners to be Tested by Loss of Venezuelan Crude 12:07

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12:07

The Trump administration announced on February 26 that it is ending Chevron’s permit to operate in oil-rich Venezuela, which will halt U.S. imports of Venezuelan crude by early April. These changes, combined with other recent developments, are likely to significantly impact complex U.S. Gulf Coast refiners relying on heavy crude. In today’s RBN blo…

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Don't Stop - ONEOK, MPLX Ramp Up Their Permian-to-Gulf Infrastructure, Sometimes in Tandem 11:56

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11:56

Crude-oil-focused drilling and completion in the Permian Basin is generating fast-increasing volumes of associated gas — and creating opportunities for midstream companies that provide “wellhead-to-water” services for natural gas and NGLs. ONEOK has become a much bigger player in this space via several transformational acquisitions and MPLX has bee…

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Pastures of Plenty - PADD 4 Pipeline Connections, Higher Output Help it Balance Crude Market 11:32

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11:32

The Rocky Mountain region (PADD 4), with a population that is both smaller and more spread out than other parts of the Lower 48, consumes only around 650 Mb/d of refined products — just one-fourth the volume of the next-smallest PADD. That limits the need for refinery capacity, which matches the region’s average annual consumption and is only outst…

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Road to Alaska - Long-Dormant Alaska LNG Project Sees Renewed Interest After Support by Trump 13:25

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13:25

President Trump’s flurry of executive orders upon returning to office included one titled “Unleashing Alaska’s Extraordinary Resource Potential,” which aims to see the realization of the long-dormant Alaska LNG project, a multibillion-dollar plan to bring natural gas several hundred miles from Alaska’s North Slope to Anchorage and Cook Inlet for ev…

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Let Me Be Myself - Location, Connectivity, Quality Help Set Apart WTI Futures Contracts 11:43

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11:43

As the global crude oil market continuously evolves, so do the tools that traders, refiners and producers rely on to navigate its complexities. Among these tools, futures contracts play a pivotal role, allowing market participants to manage risk and ensure liquidity. In today’s RBN blog, we’ll explore what sets apart two major futures contracts for…

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Personality Crisis - Its Offshore Wind Plans Thwarted, New England Wonders What to Do Next 11:38

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11:38

New England is determined to shift toward a greener electric grid, but the region’s plan to slash its current reliance on natural gas (and backup fuel oil — and sometimes coal) by ramping up offshore wind and solar (and backup batteries) has hit a seemingly immovable object. President Trump, a staunch opponent of offshore wind, on Day 1 of his seco…

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We Should Be Friends - Tech Giants Increasingly Turning to Natural Gas to Power Data Centers 13:18

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13:18

The pace of announcements for planned data centers accelerated in 2024 and has continued to gather steam in 2025, with natural gas-fired power plants emerging as a frequent choice, along with nuclear power, to provide the around-the-clock electricity that large-scale data centers want and need. In today’s RBN blog, the first in a series, we’ll deta…

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Don't Stop - Targa Resources, Phillips 66 Detail Plans for Expanding Permian-to-Gulf Infrastructure 15:36

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15:36

The handful of midstream companies that provide a full range of “wellhead-to-water” services between the Permian and the Gulf Coast are in growth mode, advancing a long list of gas processing plants, takeaway pipelines, fractionators and export terminal expansions. Last time we looked at what Enterprise Products Partners and Energy Transfer are up …

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Virtual Insanity - As Power Needs Soar, 'Virtual' Power Plants Proliferate, But What Are They? 10:53

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10:53

The U.S. power sector is undergoing a major expansion to keep pace with the rising demand for electricity from data centers and other consumers, and trying to do a lot at once. Keep a lid on greenhouse gas (GHG) emissions by adding wind, solar and other renewables. Maintain grid reliability by supplementing variable renewable energy with more aroun…

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Room at the Top - NYMEX Leads the Way on WTI Futures Contracts, But There's Room for More 11:04

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11:04

The U.S. crude oil market has undergone a drastic shift since the Shale Revolution. After a quarter-century of declining production and increasing dependence on imported oil, the U.S. has become the world’s leading producer. This transformation turned the U.S. into a major exporter and a critical supplier to the international market and also led to…

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Breaking Up Is Hard To Do - Move Away From Long-Term Deals Carries Risk for LNG Buyers, Producers 14:10

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14:10

The long-term contract has been the cornerstone of the global LNG industry since its inception. Such contracts between upstream LNG producers and downstream utility companies have provided buyers with security of supply over a protracted period while guaranteeing producers sufficient income to justify the investment in export facilities and shippin…

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Do You Realize? - Propane Retailers Take the Final Step on Propane's Windy Road 9:51

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9:51

More than 9 billion gallons of propane were delivered to U.S. consumer markets in 2024, primarily for residential heating and cooking. The final step in propane’s pathway to the retail market is managed by a large group of companies known as retailers, which range in size from “mom and pop” operations that run only a couple of cars serving a local …

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Build Me Up Buttercup - Logistical Challenges, Price Tag Complicate Trump's Goal of Refilling SPR 13:55

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13:55

Strategic Petroleum Reserve (SPR) inventories have been climbing for more than a year, but they could go much higher if President Trump has his way, as one of his major campaign promises was to refill the SPR “to the very top,” a goal he has repeated since his return to the Oval Office. Current inventories sit just below 400 MMbbl, leaving the SPR …

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Open The Door - Acquisition of Colex Terminal, Sinco Network, Open Up Possibilities for Edgewater 12:09

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12:09

Edgewater Midstream, a relatively new player in the refined products storage and delivery space, acquired a pair of potentially valuable assets from Shell in the Deer Park, TX, area in December. It now owns the Colex terminal, the starting point of the all-important Colonial Pipeline system, and the Sinco products pipe network, which could offer an…

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Don't Stop - Top-Tier Midstreamers Double Down on Expanding Permian-to-Gulf Infrastructure 12:39

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12:39

In their first earnings calls of 2025, the handful of large midstream companies that provide the gamut of “wellhead-to-water” services in Texas laid out plans for yet another round of projects — everything from gas processing plants and takeaway pipelines to fractionators and export terminal expansions. At the same time, many of these same midstrea…

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The Treasure of the Sierra Madre - Mexico's Energy Strategy May Rest on Fate of Natural Gas Pipelines 8:53

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A significant shift is underway within Mexico’s energy landscape, reflected by the development of large-scale oil and gas infrastructure projects in the country, particularly the Southeast Gateway and Sierra Madre gas pipelines that would move U.S.-sourced natural gas across Mexico. These projects — the first an undersea pipe in the Gulf of Mexico …

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Pride and Joy - PADD 3 Maintains Dominant Position on Shale Production, Extensive Refining Capacity 11:34

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11:34

PADD 3 has it all — crude oil production from the prolific Permian Basin, a string of refineries along the Gulf Coast, and a fair bit of refined product consumption. Its importance in crude oil production and refining has allowed it to play a central role in the nation’s crude oil supply-and-demand balance. This is especially true regarding crude o…

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Running on Empty - Global Refining Capacity Expected to Grow at Slowest Pace in 30 Years 17:19

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17:19

Globally, government policies have shifted away from petroleum in recent years toward lower-carbon alternatives such as renewable fuels and electric vehicles (EVs), largely driven by worries about climate change. This has pushed down investment in petroleum refining, and RBN’s Refined Fuels Analytics (RFA) practice predicts global net refining capa…

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Should I Stay or Should I Go? - A Big Propane Wholesaler's Exit Raises Questions for Its Peers 9:44

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9:44

The decision by the U.S.’s largest independent propane wholesaler to exit the business serves as a reminder of the challenges and risks that companies like it face. The move also highlights the fact that at least some other independent wholesalers — including the presumed buyer of NGL Energy Partners’ propane-related assets — believe that by increa…

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Shine on You Crazy Diamond(back) - The Permian-Focused E&P Expands Again Through M&A 12:06

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12:06

We defy you to name an oil and gas producer that’s been on the buying side of more $1-billion-plus M&A than Permian pure play Diamondback Energy, which announced February 18 that it had agreed to purchase a chunk of Midland Basin assets from Double Eagle IV, one of the Permian’s largest privately held producers, for just under $4.1 billion. You’d b…

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Going The Distance - Sentinel's Texas GulfLink Makes Big Strides Forward in Export Terminal Race 11:17

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11:17

In the race to build the next deepwater crude oil export terminal in the Gulf of Mexico, Sentinel Midstream’s proposed Texas GulfLink (TGL) has become one of the frontrunners. TGL’s plan gained its crucial Record of Decision (ROD) Approval from the U.S. Department of Transportation’s Maritime Administration (MARAD) on February 14, but there is stil…

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Hit the Lights - Utica Shale Condensate Production Is Up. Where's It Going and How's It Getting There? 14:38

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14:38

Wells operated by a half-dozen E&Ps in eastern Ohio’s Utica Shale are now churning out more than 100 Mb/d of superlight crude oil — aka condensate — more than twice as much as they were just three years ago, and there’s talk that condensate production in the play’s “volatile oil window” could increase significantly over the next few years. This sur…

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At Last, Encore Edition - New NGL Pipes, Fracs and LPG Export Terminal Give MPLX, ONEOK What They’ve Wanted 9:50

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9:50

It finally happened. And it’s a very big deal for MPLX and ONEOK, both of which have been working for years to become full-fledged members of the elite “NGL wellhead-to-water club.” But the companies’ announcements that MPLX will build two fractionators at the terminus of a new NGL pipeline from Sweeny to Texas City and that ONEOK and MPLX will joi…

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On The Road Again - Cellulosic Biofuel Industry Rebounds With Focus on Biogas, Heavy-Duty Trucking 13:17

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13:17

A primary objective of the Renewable Fuel Standard (RFS) implemented in 2007 was to stimulate the production of at least 16 billion gallons/year of gasoline and diesel made from cellulosic biomass, or non-food crops and waste biomass like corn stalks, corncobs, straw, wood, wood byproducts and animal manure. But the vision of making gasoline from w…

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Wait For Me - Guyana May Have a Head Start, But Suriname Making Strides With Its Offshore Blocks 10:51

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10:51

Suriname has been a very minor crude oil producer over the past few decades, with minimal output from its onshore reserves. But with more than a dozen offshore blocks already awarded for development and production set to spike in the coming years, the small South American nation looks primed to follow in the footsteps of its next-door neighbor, Guy…

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Combination of the Two - A New Drill Down Report on Consolidation in the Midstream Sector 12:27

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12:27

The U.S. energy industry’s midstream sector has experienced an extraordinary consolidation over the past few years. This undeniable trend has been driven by the widely held (and sensible) view that the winners in the industry’s next era will be the midstreamers with massive scale and the right assets in the best places. As evidenced by the extensio…

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Sitting, Waiting, Wishing - Haynesville Gas Producers Hold Steady Ahead of Expected LNG Export Surge 14:50

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14:50

Producers in the Haynesville Shale had anticipated that growth in LNG exports in 2024 would goose prices and propel the play’s role as a crucial source of LNG feedgas. Instead, lackluster demand, exacerbated by delays at the Golden Pass LNG project, contributed to lower-than-expected natural gas prices, which caused some producers to scale back dri…

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Heart of the Country - How Would Midwest Refiners Deal With a 10% Tariff on Canadian Crude? 13:20

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13:20

The looming threat of a 10% tariff on U.S. imports of Canadian crude oil hasn’t just angered Canadians — and understandably so, we might add. It’s also put a spotlight on PADD 2 — the Midwest/Great Plains region — whose pipelines transport the vast majority of Canadian exports and whose 25 refineries (combined capacity 4.3 MMb/d) are, in many cases…

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Back to Life - LLOG's Salamanca Strategy Offers a Test Case for Refurbishing Offshore Platforms 13:22

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13:22

Offshore platforms facilitate Gulf of Mexico (GOM) production, but when their useful life is over they are typically decommissioned and dismantled to be sold as scrap or converted into an artificial reef. Not always, though. In certain cases, inactive rigs can be refurbished and used in new projects — a potentially inviting possibility, especially …

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At Last - New NGL Pipes, Fracs and LPG Export Terminal Give MPLX, ONEOK What They've Wanted 9:50

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9:50

It finally happened. And it’s a very big deal for MPLX and ONEOK, both of which have been working for years to become full-fledged members of the elite “NGL wellhead-to-water club.” But the companies’ announcements that MPLX will build two fractionators at the terminus of a new NGL pipeline from Sweeny to Texas City and that ONEOK and MPLX will joi…

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It Don't Come Easy - Despite Challenges, Global Shipping Eyes Shift To Lower-Carbon Bunker Fuel 11:24

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11:24

After successfully reducing emissions of pollutants like sulfur and nitrogen, the global shipping industry now is focused on ratcheting down — and eventually eliminating — its emissions of carbon dioxide (CO2) and other greenhouse gases (GHGs). It’s no easy task. Crude-oil-based bunker like low-sulfur fuel oil (LSFO) and marine gas oil (MGO) are re…

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Wouldn't It Be Nice - Suriname Sets Its Sights On Becoming Major Oil Supplier With Offshore Boost 11:01

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11:01

As crude oil production surges off the coast of Guyana, its eastern neighbor, Suriname, has set off on its own mission to become a global oil supplier. With some onshore production active for decades, the tiny South American nation now has its sights set on developing its vast offshore reserves. While there have been some setbacks, its internationa…

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(Just Like) Starting Over - Bidders to Soon Get a Second Shot at CITGO's U.S. Refineries, Other Assets 15:19

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15:19

The bitter, eight-year legal battle over the fate of CITGO Petroleum’s three U.S. refineries, related pipelines and terminal assets appeared to be at an end last fall, when a federal court gave the green light to Elliott Investment Management’s Amber Energy to purchase the assets for $7.3 billion. But instead of putting an end to the drama, the cou…

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Everybody Hurts - Trump's Tariffs Would Hurt Canadian Oil Producers More Than U.S. Refiners 12:24

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12:24

Tariffs have served as a cornerstone of President Trump’s economic vision. In the campaign, he said he could impose tariffs as high as 25% on all imported goods from Canada — including crude oil — and he could deliver on that promise at any time. This has raised concerns, especially for Canadian producers and U.S. refiners, who depend on the effici…

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Takin' It To The Streets - Assessing Venture Global's Assets in the Wake of Its $1.75 Billion IPO 16:17

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16:17

Venture Global put U.S. LNG on center stage after going public on January 24. The company, now listed as VG on the New York Stock Exchange (NYSE), launched one of the largest initial public offerings (IPO) in U.S. energy history. The IPO shares were priced at $25 each, raising $1.75 billion but valuing the company at $60 billion, a significant drop…

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Sentimental Journey - Lower Profits, Cash Flows Help Push Share Prices Down for Diversified E&Ps 14:23

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14:23

One of the most important but elusive factors that drive movements in share prices is investor sentiment, a prevailing attitude toward anticipated future performance that past or current performance metrics may not justify. While the most extreme recent examples are social media-driven meme stocks like GameStop and AMC, no sector, including energy,…

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Bring The (Crude) - What's Behind PADD 1's Reliance on Imported Crude Oil and Refined Products? 12:15

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12:15

PADD 1 — the East Coast — represents about 31% of total U.S. consumption of refined products (and 37% of its population) but is home to just 5% of U.S. refinery capacity. With only minimal in-region crude oil production, PADD 1 refineries are almost entirely dependent on imported and domestic inflows of both crude oil and products like gasoline, di…

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Hit the Lights - E&Ps Highlight Their Success in Growing Utica Shale Condensate Production 12:16

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12:16

Condensate production in the Utica Shale’s volatile oil window in eastern Ohio has more than doubled over the past three years, and plans by the handful of E&Ps that focus on the super-light crude oil suggest that output will increase further this year and next. Who are these producers, why do they see such promise for condensate growth in the Utic…

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Opportunities - Lower Interest Rates Could Help Sector Finances But Unlikely to Boost Output, Spending 11:04

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11:04

The Federal Reserve cut interest rates three times last year, brightening the prospects for continued economic growth and increases in energy demand, and additional rate cuts could be coming in 2025. But what do lower borrowing costs really mean for E&Ps, midstream companies, refiners and others in the energy industry? In today’s RBN blog, we will …

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Brand New Day - How Much Will Trump's Flurry of Executive Orders Remake U.S. Energy? 15:28

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15:28

U.S. energy policy was at the heart of the 2024 presidential campaign in more ways than one. Many voters cited economic concerns in their decision to return President Trump to the White House, with energy costs top of mind, but U.S. energy policy impacts everything from domestic manufacturing and decarbonization efforts to resource development and …

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Do You Realize? - Wholesalers Play a Vital Role in the Domestic Propane Market 11:21

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11:21

The domestic U.S. propane market annually accounts for roughly 9 billion gallons of demand. The pathway from the wellhead to an end user is complex, involving pipelines, railcars, trucks and tankers, and wholesalers are essential in moving all that propane from fractionators and refineries to propane terminals. A wide variety of players fulfill thi…

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The Top 10 Energy Prognostications for 2025, Encore Edition - Year of the Snake - Don't Get Bit! 18:11

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18:11

Are you ready for Trumpian turmoil? Regardless of your opinion of the president, you’ve got to acknowledge he’ll be shaking things up. In fact, with talk of a tariff blitz poised to disrupt global trade, mass deportations on deck, notions like reclaiming the Panama Canal, buying Greenland and even annexing Canada, the turmoil is already well underw…

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Any Way You Want It - Gas Market Players Seek Optionality With New Gulf Coast Pipelines 14:17

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14:17

Natural gas production in the Permian is still on a roll — increasing so fast that midstream infrastructure can barely keep up. But producers, marketers and shippers want more than new takeaway capacity. They also need to know that the pipeline systems they sign up with can reliably move their gas to markets where they can get the best price. Put s…

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Something Good Coming - Gas Producers Outperform as Investors See Clouds Breaking on the Horizon 13:58

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13:58

There’s an old saw that pessimists are optimists with experience. That may be one reason the post-election burst of investor enthusiasm that briefly drove most E&P stocks higher soon evaporated for oil-focused producers under the weight of eroding prices and uncertainty about future demand. But, surprisingly, investors continued to support the shar…

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Take It On The Run - Alaskan Crude Oil Production Set To Increase, But Where Will It All Go? 13:42

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After a long decline, crude oil production on Alaska’s North Slope is poised to increase, and it’s possible that by the early 2030s production could return to levels not seen since the turn of the century. It’s an exciting development for the 49th state, but where will all that oil go? With refining capacity on the decline in California, which has …

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How Can I Be Sure - Developing Crude Oil Production Forecasts in a World That’s Constantly Changin' 13:53

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13:53

In just a few days, President-elect Trump will return to office, determined to fulfill his many campaign promises, including his high-profile commitment to ease the regulatory burden on oil and gas producers so they can “drill, baby, drill.” Significantly ramping up production would likely bring down consumer prices for gasoline, diesel and other f…

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Separate Ways (Worlds Apart) - Biden Removes Vast Offshore Areas from Drilling, But Impact is Largely Symbolic 10:02

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10:02

With just a few days left in office, President Biden on January 6 made a final effort to shape U.S. energy policy and development by permanently banning new oil and gas drilling across more than 625 million acres of coastal waters. Using an obscure provision of a 1953 law, the Outer Continental Land Shelf Act (OCLSA), the president signed an execut…

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Tired of Waiting for You - U.S. LNG at a Standstill Waiting Out Construction, Regulatory, Legal Delays 15:46

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15:46

Russia’s invasion of Ukraine and Europe’s subsequent pivot away from Russian natural gas caused a huge resurgence in interest in U.S. LNG. That led to nearly 60 MMtpa (7.9 Bcf/d) of new U.S. LNG capacity reaching a final investment decision (FID) in 2022-23. But regulatory delays at the Federal Energy Regulatory Commission (FERC), the Biden adminis…

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Rules of the Road - Final Rules for 45V Tax Credit Could Help Clear a Path for Clean Hydrogen 16:49

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16:49

The long-delayed rules around the federal government’s Hydrogen Production Tax Credit (PTC), also known as 45V, had been the subject of heated debate — and lobbying — since passage of the Inflation Reduction Act (IRA) way back in August 2022. But after more than a year of speculation — and with the Biden administration in its last days — the final …

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