Player FM - Internet Radio Done Right
12 subscribers
Checked 1d ago
تمت الإضافة منذ قبل five أعوام
المحتوى المقدم من RBN Podcast and RBN Energy. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة RBN Podcast and RBN Energy أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
المدونة الصوتية تستحق الاستماع
برعاية
<
<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/know-what-you-see-with-brian-lowery">Know What You See with Brian Lowery</a></span>


The “Know What You See” podcast delves into the ways our fundamental need to connect with others profoundly shapes our experience of life. On each episode, through conversations with experts and people just trying to make sense of it all, Brian Lowery takes a journey of exploration—answering and raising questions to deepen our understanding of and appreciation for the often surprising, sometimes perplexing, and now and then transcendent lives we create together.
The Bridge - Southern Spirit Aims to Bolster ERCOT Power Grid While Preserving Its Independence
Manage episode 450988070 series 2624419
المحتوى المقدم من RBN Podcast and RBN Energy. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة RBN Podcast and RBN Energy أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
If all goes to plan, Texas’s isolated power grid will one day be connected to a pair of neighboring states via a massive transmission line called Southern Spirit. The project is designed to increase grid reliability, reduce blackouts and drive down energy bills, but it could be years before it becomes a reality. And while the transmission line will connect Texas with Louisiana and Mississippi, it is more akin to a drawbridge that can be raised or lowered as needed without subjecting the Electric Reliability Council of Texas (ERCOT) grid to federal oversight. In today’s RBN blog, we’ll discuss what the Southern Spirit transmission line would mean for Texas.
…
continue reading
1403 حلقات
Manage episode 450988070 series 2624419
المحتوى المقدم من RBN Podcast and RBN Energy. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة RBN Podcast and RBN Energy أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
If all goes to plan, Texas’s isolated power grid will one day be connected to a pair of neighboring states via a massive transmission line called Southern Spirit. The project is designed to increase grid reliability, reduce blackouts and drive down energy bills, but it could be years before it becomes a reality. And while the transmission line will connect Texas with Louisiana and Mississippi, it is more akin to a drawbridge that can be raised or lowered as needed without subjecting the Electric Reliability Council of Texas (ERCOT) grid to federal oversight. In today’s RBN blog, we’ll discuss what the Southern Spirit transmission line would mean for Texas.
…
continue reading
1403 حلقات
Όλα τα επεισόδια
×
1 Should I Stay or Should I Go? - A Big Propane Wholesaler's Exit Raises Questions for Its Peers 9:44
9:44
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب9:44
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 increasing their scale and scope they can compete more effectively with their two classes of competitors: affiliates of big midstream companies and affiliates of propane retailers. In today’s RBN blog, we discuss what the latest M&A activity in the propane space reveals.…

1 Shine on You Crazy Diamond(back) - The Permian-Focused E&P Expands Again Through M&A 12:06
12:06
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:06
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 be equally hard-pressed to find a team that’s assembled and flipped more Permian acreage and production than the folks at Double Eagle. In today’s RBN blog, we discuss the newly announced Diamondback/Double Eagle IV deal and what it gives Diamondback, the fourth-largest producer in the Permian after ExxonMobil, Chevron and Occidental Petroleum.…

1 Going The Distance - Sentinel's Texas GulfLink Makes Big Strides Forward in Export Terminal Race 11:17
11:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:17
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 still some distance to go before a final investment decision (FID) is reached. In today’s RBN blog we’ll discuss Sentinel’s TGL plan, why it might be uniquely positioned to move forward, and the other contenders still in play.…

1 Hit the Lights - Utica Shale Condensate Production Is Up. Where's It Going and How's It Getting There? 14:38
14:38
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب14:38
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 surge in condensate output raises three relevant questions: (1) how is the condensate being transported to market, (2) where is it headed and (3) what is it being used for? In today’s RBN blog, we continue our series on Utica condensate with a look at the approaches used to transport the commodity to refineries and others in the Midwest and points beyond.…

1 At Last, Encore Edition - New NGL Pipes, Fracs and LPG Export Terminal Give MPLX, ONEOK What They’ve Wanted 9:50
9:50
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب9:50
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 joint build a new LPG export terminal nearby (and a new purity-product pipeline between Mont Belvieu and the terminal) doesn’t just fill in the missing pieces of the puzzle they’ve been assembling. The plans also will give Gulf Coast LPG exporters the additional capacity they desperately need and — no small thing — create another fractionation hub. In today’s RBN blog, we discuss what MPLX and ONEOK are planning and why it matters.…

1 On The Road Again - Cellulosic Biofuel Industry Rebounds With Focus on Biogas, Heavy-Duty Trucking 13:17
13:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:17
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 wood chips never materialized and today’s cellulosic biofuel is a whole different ballgame. In today’s RBN blog, we look at the evolution of cellulosic biofuels and the D3 Renewable Identification Number, aka the D3 RIN.…

1 Wait For Me - Guyana May Have a Head Start, But Suriname Making Strides With Its Offshore Blocks 10:51
10:51
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب10:51
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, Guyana, which is amid an oil-production boom. In today’s RBN blog, we’ll look at the status of Suriname’s offshore developments, the major players involved, and what we know about the crude grades to be produced there.…

1 Combination of the Two - A New Drill Down Report on Consolidation in the Midstream Sector 12:27
12:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:27
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 extension of this buying spree into 2025, there’s still a lot more reshuffling to do. In today’s RBN blog, we discuss a few of the latest midstream deals in the Permian, the Eagle Ford and the Bakken, as well as highlights from our new Drill Down Report on midstream M&A.…

1 Sitting, Waiting, Wishing - Haynesville Gas Producers Hold Steady Ahead of Expected LNG Export Surge 14:50
14:50
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب14:50
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 drilling plans and trimmed Haynesville production from about 16 Bcf/d in the first half of 2023 to less than 14 Bcf/d by the end of 2024. So, what do they have planned for 2025? In today’s RBN blog, we’ll discuss the Haynesville’s promise and challenges and highlight what E&Ps there are planning.…

1 Heart of the Country - How Would Midwest Refiners Deal With a 10% Tariff on Canadian Crude? 13:20
13:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:20
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, significant consumers of heavy and light crudes from up north. Put simply, to assess the impacts of the still-possible trade war on U.S. refiners and producers on both sides of the border, you need to understand PADD 2’s crude oil supply/demand balance and the options Midwestern refineries that currently run Canadian crude would have if a tariff were put in place. In today’s RBN blog, we’ll discuss these dynamics.…

1 Back to Life - LLOG's Salamanca Strategy Offers a Test Case for Refurbishing Offshore Platforms 13:22
13:22
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:22
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 with GOM production expected to rise and drillers under pressure to keep costs down. In today’s RBN blog, we will examine the challenges (and potential benefits) of reusing an inactive platform and look at plans by LLOG Exploration to refurbish an existing facility for its upcoming Salamanca development, the first such project in a decade.…

1 At Last - New NGL Pipes, Fracs and LPG Export Terminal Give MPLX, ONEOK What They've Wanted 9:50
9:50
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب9:50
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 joint build a new LPG export terminal nearby (and a new purity-product pipeline between Mont Belvieu and the terminal) doesn’t just fill in the missing pieces of the puzzle they’ve been assembling. The plans also will give Gulf Coast LPG exporters the additional capacity they desperately need and — no small thing — create another fractionation hub. In today’s RBN blog, we discuss what MPLX and ONEOK are planning and why it matters.…

1 It Don't Come Easy - Despite Challenges, Global Shipping Eyes Shift To Lower-Carbon Bunker Fuel 11:24
11:24
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:24
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 readily available, relatively inexpensive, and pack a lot of energy into each gallon. But GHG-reduction goals are in place, both globally and in the European Union (EU), and shipping companies are taking steps to meet them, initially with more LNG-fueled vessels and later with ships powered by clean methanol, clean ammonia and biofuels. In today’s RBN blog, we discuss the shift in bunker fuel consumption since IMO 2020 was implemented five years ago and the efforts to transition to even cleaner shipping fuels through the late 2020s and beyond.…

1 Wouldn't It Be Nice - Suriname Sets Its Sights On Becoming Major Oil Supplier With Offshore Boost 11:01
11:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:01
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 international partners are getting their plans back on track. In today’s RBN blog, we’ll take a deep dive into what’s ahead for Suriname.…

1 (Just Like) Starting Over - Bidders to Soon Get a Second Shot at CITGO's U.S. Refineries, Other Assets 15:19
15:19
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب15:19
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 court restarted the bidding from scratch on December 18. In today’s RBN blog, we’ll discuss what the court’s ruling means for CITGO and its refineries, which have a combined capacity of more than 800 Mb/d.…
R
RBN Energy Blogcast

1 Everybody Hurts - Trump's Tariffs Would Hurt Canadian Oil Producers More Than U.S. Refiners 12:24
12:24
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:24
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 efficient and economical movement of barrels between the trading partners. In today’s RBN blog, we look at how much Canadian crude oil flows to the U.S., how those imports could be affected by tariffs, and how Canadian producers and U.S. refiners would share the financial impact.…
R
RBN Energy Blogcast

1 Takin' It To The Streets - Assessing Venture Global's Assets in the Wake of Its $1.75 Billion IPO 16:17
16:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب16:17
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 from the company’s initial target of up to $110 billion. While Venture Global was able to capitalize on some truly fantastic timing, going public just as President Trump took office and lifted the export permit ban, the market remains cautious about LNG and the energy sector. While Trump will certainly smooth the path at least somewhat to new LNG buildout, lawsuits and regulatory hurdles won’t simply disappear overnight. In addition to the general regulatory uncertainty facing the industry, there is also the matter of Venture Global’s contentious relationship with its original customers: Shell, BP and others have brought arbitration cases against the company that have yet to be resolved. In today’s RBN blog, we take a closer look at Venture Global, its assets and what its IPO says about U.S. LNG.…
R
RBN Energy Blogcast

1 Sentimental Journey - Lower Profits, Cash Flows Help Push Share Prices Down for Diversified E&Ps 14:23
14:23
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب14:23
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, is immune. Although we focus our E&P company analysis strictly on performance and price metrics, investor sentiment has and is playing a role in the share price movements among producer peer groups. In today’s RBN blog, we analyze the Q3 2024 results of the Diversified E&P peer group with an eye toward investor sentiment.…
R
RBN Energy Blogcast

1 Bring The (Crude) - What's Behind PADD 1's Reliance on Imported Crude Oil and Refined Products? 12:15
12:15
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:15
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, diesel and jet fuel. In the early years of the Shale Era, large volumes of domestic crude were railed or barged to these refineries, but in recent years they’ve again become largely reliant on imports from OPEC, Canada and other foreign sources. In today’s RBN blog, we’ll look into PADD 1’s changing crude oil and refined products supply and demand balance.…
R
RBN Energy Blogcast

1 Hit the Lights - E&Ps Highlight Their Success in Growing Utica Shale Condensate Production 12:16
12:16
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:16
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 Utica, and how are they measuring their success? In today’s RBN blog, we continue examining rising condensate production in eastern Ohio with a look at the leading E&Ps in this space.…
R
RBN Energy Blogcast

1 Opportunities - Lower Interest Rates Could Help Sector Finances But Unlikely to Boost Output, Spending 11:04
11:04
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:04
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 examine the impact of lower interest rates on energy companies and whether they might affect plans to boost output and build new infrastructure.…
R
RBN Energy Blogcast

1 Brand New Day - How Much Will Trump's Flurry of Executive Orders Remake U.S. Energy? 15:28
15:28
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب15:28
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 international trade. In today’s RBN blog, we look at the executive orders issued by Trump on the first day of his second term and how they fit into his plan for the U.S. to exert “energy dominance.”…
R
RBN Energy Blogcast

1 Do You Realize? - Wholesalers Play a Vital Role in the Domestic Propane Market 11:21
11:21
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:21
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 this role, from large publicly traded companies to smaller private ones, but as we detail in today’s RBN blog, they all do one thing — move propane one step closer to its retail destination.…
R
RBN Energy Blogcast

1 The Top 10 Energy Prognostications for 2025, Encore Edition - Year of the Snake - Don't Get Bit! 18:11
18:11
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب18:11
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 underway. And of course, energy markets will be front and center, with “Drill, baby, drill” the stated oil and gas policy du jour. With so much uncertainty ahead, it’s impossible to predict what will happen in 2025, right? Nah. All we need to do is stick out our collective RBN necks one more time, peer into our crystal ball, and see what the new year has in store for us.…
R
RBN Energy Blogcast

1 Any Way You Want It - Gas Market Players Seek Optionality With New Gulf Coast Pipelines 14:17
14:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب14:17
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 simply, they are demanding optionality. In today’s RBN blog, we discuss the optionality provided by a WhiteWater Midstream-led joint venture’s (JV) expanding gas pipeline network in Texas, including a brand-new project between the Agua Dulce and Katy gas hubs that’s in the works.…
R
RBN Energy Blogcast

1 Something Good Coming - Gas Producers Outperform as Investors See Clouds Breaking on the Horizon 13:58
13:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:58
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 shares of long-downtrodden Gas-Weighted producers, buying into the vision of long-term gains in domestic and LNG-export demand and more favorable pricing. In today’s RBN blog, we analyze the Q3 2024 results for the gas-focused producers we track, which differed markedly from their Oil-Weighted and Diversified peers.…
R
RBN Energy Blogcast

1 Take It On The Run - Alaskan Crude Oil Production Set To Increase, But Where Will It All Go? 13:42
13:42
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:42
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 typically handled a lot of Alaska North Slope (ANS) crude, it’s not an easy answer. In today’s RBN blog, we’ll discuss the locations where ANS oil production could land — one of the many essential topics covered in our upcoming Future of Fuels report.…
R
RBN Energy Blogcast

1 How Can I Be Sure - Developing Crude Oil Production Forecasts in a World That’s Constantly Changin' 13:53
13:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:53
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 fuels — a noble goal — but it would also be at odds with the conservative, financially disciplined strategies that now guide many oil majors and oil-focused E&Ps. With the prospects for “drill, baby, drill” uncertain at best, and the correlations between oil prices, rig counts and production volumes less reliable than they used to be, how can we develop a production forecast? In today’s RBN blog, we explain what we do — oh, and we share our forecast with you, for free!…
R
RBN Energy Blogcast

1 Separate Ways (Worlds Apart) - Biden Removes Vast Offshore Areas from Drilling, But Impact is Largely Symbolic 10:02
10:02
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب10:02
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 executive order banning future drilling in federal waters off the Eastern Seaboard, the eastern Gulf of Mexico, the West Coast and portions of the northern Bering Sea in Alaska. The ban is largely just for show, but in today’s RBN blog we’ll discuss why it might cause headaches for the “drill, baby, drill” Trump administration.…
R
RBN Energy Blogcast

1 Tired of Waiting for You - U.S. LNG at a Standstill Waiting Out Construction, Regulatory, Legal Delays 15:46
15:46
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب15:46
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 administration’s pause on non-free-trade-agreement (non-FTA) export licenses, and legal challenges to the FERC approval process have essentially halted LNG development in the U.S. There are several LNG projects with enough commercial momentum to move forward that are stuck in regulatory or legal limbo, but even projects that have reached FID are not safe from legal challenges. In today’s RBN blog, we conclude our series on LNG delays by looking at recent court rulings and other regulatory issues and their impact on U.S. LNG development.…
R
RBN Energy Blogcast

1 Rules of the Road - Final Rules for 45V Tax Credit Could Help Clear a Path for Clean Hydrogen 16:49
16:49
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب16:49
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 rulemaking has at last been published. In today’s RBN blog, we’ll look at how the final rulemaking compares with the initial guidelines established in December 2023, detail the key areas where the rules have been made more lenient, and explain why clean hydrogen still faces an uncertain future, while also previewing our first Drill Down report of 2025.…
R
RBN Energy Blogcast

1 Let's Work Together - The Backstory Behind Phillips 66's $2.2 Billion Plan to Acquire EPIC NGL 13:41
13:41
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:41
At first glance, you might think that Phillips 66’s newly announced, $2.2 billion plan to acquire the EPIC NGL pipeline system, two fractionators near Corpus Christi and other NGL-related assets in Texas is just another logical step in the expansion of P66’s “well-to-market” NGL strategy — and you’d be right. But the story is actually much more interesting, involving a long list of well-known midstream players and a long-running, still-evolving effort to dilute the Mont Belvieu NGL hub’s dominance. In today’s RBN blog, we spill the tea.…
R
RBN Energy Blogcast

1 Do You Realize? - The Inside Story of the Wholesale and Retail Propane Markets 10:17
10:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب10:17
In 2024, more than 9 billion gallons of propane were delivered to U.S. consumer markets, primarily for residential heating and cooking, with substantial volumes supporting the commercial, industrial, agricultural and transportation sectors. It is a physically complicated business because, unlike electricity and natural gas, which are delivered through wires and pipelines, respectively, the vast majority of the propane used by U.S. consumers is delivered by some combination of pipelines, rail cars and, ultimately, trucks. How does that complicated supply chain work in real life? In today’s RBN blog, we begin a detailed look at the U.S. propane market.…
R
RBN Energy Blogcast

1 Holding Out for a Hero - After a Long Slide, Alaska's Crude Oil Production Appears Primed for Rebound 11:40
11:40
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:40
Alaska North Slope (ANS) crude oil production has been sliding for years — decades really — but that is poised to change in the second half of the 2020s. Two long-planned ANS projects — Pikka and Willow — are slated to start up in 2026 and 2029, respectively. By the early 2030s, these and other projects in the works could return North Slope production to levels not seen since the turn of the century. In today’s RBN blog, we’ll discuss these projects and our new, long-term forecast for ANS oil production — a topic in our upcoming Future of Fuels report.…
R
RBN Energy Blogcast

1 Hit the Lights - Condensate Production Takes Off in Eastern Ohio's Utica Shale 11:41
11:41
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:41
The Marcellus/Utica is a natural-gas-and-NGLs play, right? Almost entirely, yes. But a handful of dogged, innovative E&Ps have been producing fast-rising volumes of superlight crude — better described as condensate — in the Utica Shale’s “volatile oil window” in eastern Ohio. In today’s RBN blog, we discuss recently ramped-up drilling-and-completion activity in that swath of the Buckeye State, the potential for more growth through the second half of the 2020s, and the impact of increasing output on Midwest midstreamers and refiners.…
R
RBN Energy Blogcast

1 Both Sides Now - Has the Trans Mountain Expansion Shifted Western Canada’s Crude Oil Exports? 13:43
13:43
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:43
After a decade-long odyssey and a cost-per-mile that must make public-sector accountants in Ottawa wince, the Canadian government-owned Trans Mountain Expansion Project (TMX) — which nearly tripled the capacity of the original Trans Mountain Pipeline (TMP) from Alberta to the British Columbia (BC) coast — finally came into service in May 2024. As one of Canada’s most anticipated energy infrastructure projects in many years, the 590-Mb/d TMX pipeline — built alongside the long-standing 300-Mb/d TMP — was widely touted by its advocates as a surefire way to boost exports of Western Canadian crude and reduce the nation’s near-complete reliance on exporting crude oil to — and through — its primary customer, the U.S. In today’s RBN blog, we discuss some of the surprising (and not so surprising) market developments since the expansion project started.…
R
RBN Energy Blogcast

1 The Top 10 Energy Prognostications for 2025 - Year of the Snake - Don't Get Bit! 18:12
18:12
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب18:12
Are you ready for Trumpian turmoil? Regardless of your opinion of the president-elect, 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 underway. And of course, energy markets will be front and center, with “Drill, baby, drill” the stated oil and gas policy du jour. With so much uncertainty ahead, it’s impossible to predict what will happen in 2025, right? Nah. All we need to do is stick out our collective RBN necks one more time, peer into our crystal ball, and see what the new year has in store for us.…
R
RBN Energy Blogcast

1 The Top 10 RBN Energy Prognostications - 2024 Scorecard 15:44
15:44
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب15:44
As 2023 wrapped up one year ago, it seemed there were a lot of moving parts out there in energy markets. Capacity constraints were back on the radar screen, and while prices appeared stable, they were overshadowed by the looming threat of escalating conflicts in Ukraine and the Middle East. Opportunities abounded for energy projects, including natural gas storage, export terminals, and just about any pipeline that moved supply to the Gulf Coast. However, challenges kept popping up, from project delays like those faced by Canada’s Trans Mountain Expansion Project (TMX) to concerns about excessive nitrogen in Permian natural gas and what eventually evolved into the Biden administration's LNG “pause.”…
R
RBN Energy Blogcast

1 Gimme Three Steps - The Top 10 RBN Blogs of 2024 18:58
18:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب18:58
Many of this year’s most popular RBN blogs gravitated toward familiar energy market themes — rising exports, shifts in oil production, weak natural gas prices, surprising NGL pricing dynamics and the like. However, we also noted a significant uptick in interest in topics beyond the traditional energy realm, including hydrogen, carbon capture and sequestration (CCS), electric vehicles (EVs) and even the role of artificial intelligence (AI) and data centers. It’s not that RBNers have shifted their focus away from oil, gas and NGL markets. Rather, it reflects a growing recognition that the renewable and alternative energy landscape — fueled by regulations, subsidies and tax incentives — is reshaping the energy world. For anyone in the energy business, staying one step ahead (or maybe three steps) means understanding how these trends intersect with traditional energy markets. In 2024, our readers made it clear: The interplay between renewable and conventional energy commodities is becoming increasingly important.…
R
RBN Energy Blogcast

1 Movin' On Up - Gray Oak Stands Out as the Only Permian Crude Pipeline to Greenlight an Expansion 11:40
11:40
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:40
As crude oil production in the Permian continues to grow and pipelines from West Texas to the Gulf Coast edge closer to full utilization, it’s becoming a challenge for producers and shippers alike. Amid this capacity crunch, one pipeline stands out as the only one with a detailed expansion plan: the 850-mile, 900-Mb/d Gray Oak Pipeline from West Texas to Corpus Christi and Sweeny, TX, which started up in late 2019 and became fully operational in early 2020. In today’s RBN blog — the latest in our series on Permian crude oil pipelines — we discuss Gray Oak Pipeline’s dynamic story, including its shifting ownership, strategic connectivity and expansion plans.…
R
RBN Energy Blogcast

1 On The Road Again - How Cow Manure is Helping to Fuel Heavy-Duty Fleets Across North America 12:00
12:00
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:00
A primary objective of the federal Renewable Fuel Standard (RFS), when it was expanded back in 2007, was to stimulate by 2022 the production of at least 16 billion gallons/year of gasoline and diesel made from cellulosic biomass in conversion plants resembling small refineries. After getting lots of headlines in the early days of renewable fuels, that vision faded into the background and attention shifted to the use of ethanol in gasoline and the production of diesel from soybean oil, but cellulosic biofuels — non-food crops and waste biomass like animal manure, corn cobs, corn stalks, straw and wood chips — are back in the spotlight thanks to a regulatory quirk. In today’s RBN blog, the first in a series, we review the unusual history of the D3 Renewable Identification Number (RIN), the subsidy designed to stimulate cellulosic biofuel production, and the recent impact on heavy-duty trucking.…
R
RBN Energy Blogcast

1 Dive In - Natural Gas Producers, Utilities, Big-Tech Companies Racing to Power Data Centers 11:14
11:14
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:14
The pace of data center development accelerated in 2024, raising questions about how to power these energy-hungry behemoths. Natural-gas-fired plants are a go-to approach to helping local utilities provide the reliable, around-the-clock electricity that large-scale data centers need. Now, two giant oil and gas companies, ExxonMobil and Chevron, want to do something they’ve never done before: build gas-fired plants and sell power exclusively to data centers. And some utilities are partnering with big-tech companies on power plants of their own. In today’s RBN blog, we’ll discuss data center power needs and the unusual notion of building big gas plants to serve those customers.…
R
RBN Energy Blogcast

1 Hugh Do You Love? Encore Edition - A New Entrant to Tackle the Permian's Dire Need for Gas Takeaway Capacity 15:10
15:10
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب15:10
Negative natural gas prices have been breaking hearts in the Permian Basin for many years, with pipeline development struggling to keep pace with rapid increases in associated gas production, but 2024 has shattered all previous records for the severity and length of negatively priced periods. The Matterhorn Express Pipeline, which started partial service at the beginning of October, is helping to stabilize the market for now, but with more production gains on the way, additional takeaway capacity will be needed. And after this year’s run of negative prices, producers have been willing to commit to new capacity.…
R
RBN Energy Blogcast

1 American Pie - LNG Buyers and Suppliers Acquiring Slices of Their U.S. Feedgas Needs 14:38
14:38
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب14:38
The U.S. is now the world’s #1 supplier of LNG and the new liquefaction/export capacity slated to come online over the next few years suggest it will hold that position into the 2030s. To control more of the LNG value chain and become more familiar with the inner workings of the U.S. natural gas market, a small-but-growing number of LNG buyers and suppliers have been acquiring gas production assets close to LNG export terminals along the U.S. Gulf Coast — in other words, buying slices of the American gas-supply pie. In today’s RBN blog, we discuss the LNG market players pursuing this strategy, what they’ve been buying, and how their acquisitions may benefit them.…
R
RBN Energy Blogcast

1 Writing's On The Wall - Oil Producers Appear Unlikely to Boost Spending in 2025 on Declining Returns 16:05
16:05
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب16:05
After languishing since midsummer, the share prices of U.S. oil and gas producers surged after Election Day on a wave of optimism that the sector would flourish under the new administration. However, stocks quickly gave up most of the gains on lackluster Q3 2024 results and a great deal of uncertainty about how — or even if — President-elect Trump’s oft-quoted goal to “drill baby drill” to lower energy costs would impact the strategies and results of the publicly traded E&Ps, especially the 15 major Oil-Weighted producers we cover. In today’s RBN blog, we delve deeper into the impact of the Q3 results of the oil producers on shareholder returns, cash allocation, leverage and capital investment, including the first announcements of 2025 budgets.…
R
RBN Energy Blogcast

1 Rise Up - Restarts, Uprating, Microreactors to Play Important Roles in Building U.S. Nuclear Capacity 13:19
13:19
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:19
The U.S. intends to triple its nuclear generating capacity by 2050 to meet the expected growth in electricity demand and expand carbon-free power production. In a recently related roadmap to achieving that goal, the outgoing Biden administration said the U.S. aimed to have 35 gigawatts (GW) of new nuclear capacity either in operation or under construction by 2035. It also outlined the key roles that restarting previously shut reactors, uprating some facilities to produce more power and the development of microreactors could play in the years ahead. In today’s RBN blog, we’ll discuss the report’s key findings and recommendations and what they tell us about the future of U.S. nuclear power.…
R
RBN Energy Blogcast

1 Little Old Lady From Pasadena - Chevron's 105-Year-Old Texas Refinery Gets a New Lease on Life 11:20
11:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:20
More than 15 years into the Shale Era, the U.S. refining sector’s response to burgeoning production of light, sweet crude oil continues. Earlier this month, Chevron completed the long-planned, $400 million renovation and expansion of the century-old refinery in Pasadena, TX, which the company acquired from Petrobras in 2019. In today’s RBN blog, we discuss the refinery’s extensive history, why Chevron bought the facility five years ago, and how the just-finished project will enable the integrated oil and gas giant to make fuller use of its Permian oil bounty.…
R
RBN Energy Blogcast

1 Hugh Do You Love? - A New Entrant to Tackle the Permian's Dire Need for Gas Takeaway Capacity 15:10
15:10
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب15:10
Negative natural gas prices have been breaking hearts in the Permian Basin for many years, with pipeline development struggling to keep pace with rapid increases in associated gas production, but 2024 has shattered all previous records for the severity and length of negatively priced periods. The Matterhorn Express Pipeline, which started partial service at the beginning of October, is helping to stabilize the market for now, but with more production gains on the way, additional takeaway capacity will be needed. And after this year’s run of negative prices, producers have been willing to commit to new capacity.…
R
RBN Energy Blogcast

1 Tired of Waiting for You - U.S. LNG at a Standstill Waiting out Construction, Regulatory, Legal Delays 11:32
11:32
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:32
U.S. LNG was poised for a year of massive growth in 2024, with new terminals and expansions set to cause feedgas to rise and commercial success in the years following Russia’s 2022 invasion of Ukraine set to spur further LNG project development. Instead, construction delays have pushed projects back and feedgas in the past three months has averaged about 500 MMcf/d less than the same period last year. Meanwhile, the Biden administration’s pause on non-free trade (FTA) export licenses, lengthy delays to the Federal Energy Regulatory Commission (FERC) authorization process and the resulting legal challenges to both have brought project development to a near-standstill. In today’s RBN blog, we look at current U.S. LNG feedgas demand and how construction delays have shifted expectations for the next few years.…
R
RBN Energy Blogcast

1 U Can't Touch This - A New Report on Consolidation Among Oil and Gas Producers in 2024 10:06
10:06
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب10:06
As 2023 was drawing to a close, folks with 401(k) plans and IRAs were wondering whether stocks would have another great year in 2024. Many of us tracking oil and gas E&Ps were asking a similar question about upstream M&A: Is there any way to match the consolidation frenzy that started in mid-2020 and didn’t let up? The answer is, yes — 2024 was another barn-burner year for acquisitions. (And for Wall Street and our investments!). In today’s RBN blog, we discuss highlights from our new Drill Down report on the past year in producer M&A.…
R
RBN Energy Blogcast

1 High Hopes - Could China’s Slowing Diesel Demand Boost Use of U.S. LNG as a Transportation Fuel? 12:07
12:07
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:07
China’s appetite for crude oil has been lower than expected this year, largely due to a slowing economy and the increased adoption of electric vehicles (EVs). And the U.S.’s #1 economic and geopolitical rival is in the midst of another transition that could further weaken crude oil demand: Heavy-duty trucking in China is increasingly being powered by LNG instead of diesel. In today’s RBN blog, we discuss the trend toward LNG-fueled trucking in China and what it could mean for LNG exporters in the U.S.…
R
RBN Energy Blogcast

1 Take a Look at Me Now - Growing LPG, Ethane Exports Propel Enterprise Toward Bold Expansion Goals 11:45
11:45
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:45
LPG and ethane exports out of the U.S. continue to grow rapidly and are expected to reach 3.4 MMb/d by 2030. They are also critical parts of a plan by Enterprise Products Partners to expand its total liquid hydrocarbon exports to 100 MMbbl per month (100 MMb/month), a roughly 50% increase from current levels for crude oil, LPG and ethane, refined products and petchems. In today’s RBN blog, we’ll take a closer look at Enterprise’s LPG and ethane exports and how much they need to grow to reach the company’s ambitious goal.…
R
RBN Energy Blogcast

1 Over The Hills And Far Away - Even Without a Carbon Tax, U.S. Refiners Feel Efforts to Cut Emissions 12:52
12:52
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:52
The U.S. is still years away from establishing a national carbon tax or cap-and-trade system — and it’s certainly possible it will never take either step. But there are state and regional cap-and-trade programs in place to incentivize refiners and others to reduce their greenhouse gas (GHG) emissions. In today’s RBN blog, our fourth and final on carbon emissions and the refining sector, we look at state and international efforts to reduce GHG emissions and their prospective impact on the U.S. refining industry.…
R
RBN Energy Blogcast

1 Why Can't We Be Friends? - The Odds For/Against U.S. Tariffs on Imported Canadian, Mexican Crude 13:16
13:16
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:16
President-elect Trump’s plan to impose a 25% tariff on all imported goods from Canada and Mexico — including crude oil — has raised concern among U.S. refiners, many of which depend heavily on those imports and would face serious challenges in replacing them. The question is, given that dependence and the incoming administration’s pledge to reduce energy costs, will refiners — and oil producers in Canada and Mexico — succeed in their efforts to exempt crude oil from the tariff plan? In today’s RBN blog, we discuss the degree to which U.S. refineries incorporate Canada- and Mexico-sourced oil in their crude slates, the potentially devastating impacts of a tariff on Canadian crude in particular, and the odds for and against U.S. tariffs on oil imports from its neighbors.…
R
RBN Energy Blogcast

1 Just Can't Get Enough - Texas Preps to Meet Surging Power Demand from Data Centers, Crypto Miners 13:35
13:35
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:35
Texas is the fastest-growing state for electricity consumption in the nation and the Electric Reliability Council of Texas (ERCOT), which is responsible for about 90% of the state’s electricity service, said earlier this year that peak power demand could nearly double in just six years — from about 85 gigawatts (GW) currently to as much as 150 GW by 2030. The sudden increase is driven primarily by data centers and artificial intelligence (AI), cryptocurrency mining, the state's growing population and increasing temperatures. In today’s RBN blog, we’ll discuss how Texas intends to address its growing appetite for power.…
R
RBN Energy Blogcast

1 The End of the Innocence - Nascent SAF Market May Face Turbulence Under Trump Administration 13:00
13:00
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:00
Over the past few years, tax credits and other incentives — both financial and regulatory — have breathed life into the U.S. market for sustainable aviation fuel, whose production is now ramping up, with more SAF capacity on the way. But the sector may experience turbulence under the incoming Trump administration, which has pledged to undo much of the Inflation Reduction Act (IRA) and pull back on the stepped-up decarbonization efforts that helped define the Biden presidency. In today’s RBN blog, we discuss the latest developments in the SAF space and the choppiness the still-fledgling sector may soon face.…
R
RBN Energy Blogcast

1 Who'll Stop the Rain - Falling Oil Prices Erode E&P Profits, Dampen Outlook for Production Boost 17:54
17:54
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب17:54
Boosting America’s hydrocarbon output was a major plank in the 2024 Republican platform, and Donald Trump’s recent victory has stimulated a lot of optimism about the U.S. upstream sector. The nomination of Liberty Energy CEO Chris Wright as Energy Secretary confirmed that “drill, baby, drill” will be a mantra in the new administration. However, over the past few years, U.S. producers have dramatically shifted their focus from growth at any cost to strict financial discipline focused on maximizing free cash flows and shareholder returns. In today’s RBN blog, we analyze the Q3 2024 results of the major U.S. E&Ps we follow and look for early clues about how their senior executives might react to the renewed federal enthusiasm to rapidly accelerate drilling.…
R
RBN Energy Blogcast

1 Fresh Start - With Power Demand On The Rise, Could New Nuclear Units Be Added To Old Coal Sites? 8:50
8:50
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب8:50
Soaring demand for around-the-clock electricity, tied to the development of large-scale data centers, has sparked a renewed interest in carbon-free nuclear power. Given that conventional nuclear plants can be very challenging to site and permit, there’s been a lot of talk about installing small modular reactors (SMRs) at the sites of coal-fired power plants that have been taken offline for environmental and economic reasons but still have critical connections to the power grid and other infrastructure. In today’s RBN blog, we examine the potential to replace coal with nuclear and preview our latest Drill Down Report on the growing enthusiasm for nuclear power in the U.S.…
R
RBN Energy Blogcast

1 It's Not Over - More M&A, Divestitures and Swaps as E&Ps and Midstreamers Fine-Tune Portfolios 11:57
11:57
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب11:57
Even with all the headline-making deals we’ve seen in the North American oil and gas industry over the past two or three years, producers and midstream companies are still at it. And the M&A, the post-acquisition divestitures and the acreage swaps aren’t confined to the Permian, which has seen more than its share of big-dollar transactions lately. In fact, as we discuss in today’s RBN blog, some of the biggest deals the past few months have involved production assets in the booming Montney in Western Canada, the generally sleepy Piceance in western Colorado, the quirky-as-heck Uinta in Utah, and — on the midstream side of things — a trio of natural gas pipelines in the Midwest.…
R
RBN Energy Blogcast

1 Yellow - Innovators at Cushing Hub Provide New Outlet for Uinta Basin's 'Yellow Wax' Crude 12:28
12:28
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:28
Cushing has done it again! The all-important hub in central Oklahoma is once more broadening the range of crude oils it handles, this time by figuring out how to receive and blend the quirkiest of domestic oils: yellow wax crude from Utah’s Uinta Basin. Better still, the blending can create a fully compliant Domestic Sweet (DSW), the crude quality deliverable on the CME/NYMEX futures contract usually referenced as West Texas Intermediate (WTI). In today’s RBN blog, we discuss how it works and what it means for Uinta producers, waxy crude marketers, refiners and Cushing itself.…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.