The upstream oil and gas sector has been periodically roiled by dramatic price swings triggered by world events over the last five decades. Today, we analyze the impact of bottoming oil prices on earnings and cash flows as the industry girds for an unpredictable 2026. rbnenergy.com/daily-posts/bl… #RBNBlog

#Crudeoil supply from the Western Canadian Sedimentary Basin continues to grow. At times, it has exceeded the region’s outbound pipeline capacity. Today, we’ll take a close look at the periods of pipeline surplus and scarcity, and how they correlate with WCSB price discounts relative to U.S. price benchmarks. rbnenergy.com/daily-posts/bl… #RBNBlog

More Canadian heavy #crudeoil barrels are on their way to the U.S. Gulf Coast and some, if not most, of that oil could be taking a somewhat circuitous route — through the Rocky Mountain states. Today, we discuss highlights from RBN’s new multiclient study on this important topic, developed with Plainview Energy Analytics. rbnenergy.com/daily-posts/bl… #RBNBlog

While most of the discussion about #Venezuela involves #crudeoil production, it’s important to know that the country was also once a major refiner before it began a decade-long downturn. Today, we look at the history of Venezuela’s refining sector and the prospects for a turnaround. rbnenergy.com/daily-posts/bl… #RBNBlog

A lot of attention has been paid to the massive volumes of #crudeoil and #LNG currently trapped in the Persian Gulf. What’s sometimes overlooked, however, is that Kuwait, Saudi Arabia and the United Arab Emirates are also major exporters of refined products, and that they and Qatar also send out copious amounts of #LPG. rbnenergy.com/daily-posts/bl… #RBNBlog

The U.S. #LNG industry has experienced monumental growth and there’s a hefty slate of additional projects somewhere along the path to a final investment decision, each with its own hurdles and timelines. Getting across that #FID finish line can be quite arduous. rbnenergy.com/daily-posts/bl… #RBNBlog

The White House has issued a 60-day waiver of the Jones Act, which will allow foreign tankers to move crude oil and refined products between U.S. ports in a bid to cool gasoline prices. Today, we dive into what the waiver could mean for U.S. refiners, consumers, and other market participants. rbnenergy.com/daily-posts/bl… #RBNBlog

Today, we detail U.S. plans to release 172 MMbbl from the Strategic Petroleum Reserve, examine how it compares with U.S. actions after the Russian invasion of Ukraine in 2022, and why the #SPR could drop to levels not seen since the Reagan administration. rbnenergy.com/daily-posts/bl… #RBNBlog

It’s been a busy few years for big-money M&A in the oil and gas industry. Now, having acquired their targeted assets — often running up debt in the process — several E&Ps have been selling off non-core holdings and, with those deals, zeroing in on the shale basins they see as the keys to their success. rbnenergy.com/daily-posts/bl… #RBNBlog

Russia’s 2022 invasion of Ukraine not only led to the demise of Russian pipeline gas supplies to Europe and caused prices to spike, but it also helped create new arbitrage opportunities for U.S. #LNG shippers. In today’s #RBNblog, we look at the different approaches the U.S. upstream has adopted in response. rbnenergy.com/daily-posts/bl…

Despite ongoing efforts by Pemex to boost production of gasoline, diesel and jet fuel, the Mexican market still depends on imports from the U.S. for just over half of its refined product needs. And moving nearly 700 Mb/d of transportation fuels to population centers south of the border is no easy task. rbnenergy.com/daily-posts/bl… #RBNBlog

With Canadian #crudeoil production continuing to grow, the industry and politicians are considering options to add pipeline export capacity out of Western Canada. In today’s #RBNblog, the second of a series, we review the major pipeline projects that have expanded markets for Western Canadian Sedimentary Basin crude oil since 2010, and how those expansions lined up with supply growth. rbnenergy.com/daily-posts/bl…

“Location, location, location” doesn’t just apply to residential and commercial real estate. It also holds true for #naturalgas storage, which is in high-and-rising demand along the Texas/Louisiana border, where a slew of new #LNG export capacity is coming online — new gas-fired power plants, too. rbnenergy.com/daily-posts/bl… #RBNBlog

#Propane has powered Olympic kitchens, lifted hot-air balloons across the English Channel and helped turn a quiet patch of southeastern Texas into the center of the #NGL universe. It has also had many larger-than-life “wild” characters push the business forward. rbnenergy.com/daily-posts/bl… #RBNBlog

The world is hungry for more #naturalgas. But where will it come from and what are the biggest issues facing the market? Those are among the major questions addressed at #GasCon2026 and the focus of today’s #RBNblog. rbnenergy.com/daily-posts/bl…

New and expanded #naturalgas storage facilities near the Texas/Louisiana border are coming online and being planned, mostly in response to the ongoing buildout of #LNG export capacity along the Gulf Coast and new gas pipelines to those terminals. rbnenergy.com/daily-posts/bl… #RBNBlog

Houston and Corpus Christi dominate #crudeoil exports, but the balance between the two hot spots has been shifting in interesting ways recently. In Houston, Enterprise could extend its lead and in Corpus Christi, South Texas Gateway is fighting for the top spot after adding a new pipeline connection last fall. rbnenergy.com/daily-posts/bl… #RBNBlog

For E&Ps, differences in financial performance often stem from accounting methodology, specifically from whether a company uses the Full Cost or Successful Efforts method to account for its oil and gas properties. Today, we examine why this seemingly mundane topic really matters. rbnenergy.com/daily-posts/bl… #RBNBlog

Canadian #crudeoil production has reached highs and is expected to continue growing. But, in an area where steep price discounts have been a frequent problem, and in a world that is seemingly awash in crude, what does that mean for Canadian producers, and how will all this supply get to market? rbnenergy.com/daily-posts/bl… #RBNBlog

New #LNG export capacity near the Texas/Louisiana border, rising natural gas production in the Haynesville (and the West Haynesville), and new pipelines transporting that gas south to the Gulf Coast have spurred a lot of interest in gas storage — and storage developers are responding. rbnenergy.com/daily-posts/bl… #RBNBlog