RBN Energy Blogcast podcast

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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.

All About Change

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Tiffany Yu — Smashing Stereotypes and Building a Disability-Inclusive World 30:23

منذ 20 يومًا30:23

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إعجاب

احب

30:23

Tiffany Yu is the CEO & Founder of Diversability, an award-winning social enterprise to elevate disability pride; the Founder of the Awesome Foundation Disability Chapter, a monthly micro-grant that has awarded $92.5k to 93 disability projects in 11 countries; and the author of The Anti-Ableist Manifesto: Smashing Stereotypes, Forging Change, and Building a Disability-Inclusive World. As a person with visible and invisible disabilities stemming from a car crash, Tiffany has built a career on disability solidarity. Now that she has found success, she works to expand a network of people with disabilities and their allies to decrease stigmas around disability and create opportunities for disabled people in America. Episode Chapters 0:00 Intro 1:26 When do we choose to share our disability stories? 4:12 Jay’s disability story 8:35 Visible and invisible disabilities 13:10 What does an ally to the disability community look like? 16:34 NoBodyIsDisposable and 14(c) 21:26 How does Tiffany’s investment banking background shape her advocacy? 27:47 Goodbye and outro For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/…

RBN Energy Blogcast

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Accelerating energy market analytics through collaboration, networking and alliances

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#Business #RBN #RBN Energy

RBN Energy Blogcast

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updated منذ 4 أيام

منزل السلاسل•Feed

Accelerating energy market analytics through collaboration, networking and alliances

1503 حلقات

#Business #RBN #RBN Energy

كل الحلقات

1
Some Like It Hot - Geothermal Energy May Be Poised For Growth Thanks to Shale Drilling Advances 13:57

منذ 4 أيام13:57

13:57

Drilling techniques originally developed to unlock oil and gas from shale formations are increasingly being adapted to access and extract heat from deep underground rock formations, enabling the generation of electricity from geothermal sources. And while geothermal’s share of total U.S. electricity generation remains quite small, it may be poised to accelerate, opening up new opportunities for companies in the oil and gas sector. In today’s RBN blog, we explain the basics of geothermal energy, its main advantages and drawbacks, and how U.S. expertise in oil and gas comes into play.…

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Movers and Shakers - Midstreamers Using Acquisitions and Buyouts to Shake Up Their Portfolios 12:38

منذ 5 أيام12:38

12:38

You might have thought the flurry of acquisitions and buyout deals that midstream companies entered into over the past couple of years would have satisfied their evident desire to refocus, expand and reshape their businesses. But you’d be wrong. In the first half of 2025 — a period of considerable uncertainty in the energy industry — midstream players continued to buy and sell pipelines and other important assets at a frenetic pace. In today’s RBN blog, we discuss some of the more interesting recent transactions and what they tell us about the midstream space.…

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Wish You Were Here - Delay to Dow's Alberta Cracker Expansion Creates Uncertainty for Energy Suppliers 14:00

منذ 6 أيام14:00

14:00

Alberta’s petrochemical industry received bad news in late April when Dow, one of the world’s largest petrochemical companies, announced that it was delaying construction on an immense expansion of its ethane cracker in Fort Saskatchewan, AB, only a little more than a year after sanctioning the project. Although the length of the delay remains uncertain, the slowdown has created unwanted ripples across other projects that were tied to the expansion, especially for companies working to provide a substantial increase in ethane and natural gas supplies that will be required by the project. In today’s RBN blog, we take a closer look at the delay and what it might mean for Alberta’s energy industry.…

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Don't Stop Believin' - Appalachia Gas Production Growth Tied to Takeaway Adds, In-Basin Power Needs 10:52

منذ 7 أيام10:52

10:52

The Marcellus/Utica has massive natural gas reserves, but daily, weekly and annual production in the three-state shale play is limited by three key factors: in-region demand, takeaway capacity and gas prices. In recent years, the basin’s output has been rangebound between 34 and 36 Bcf/d and Appalachian producers see only modest gains in 2025. But a handful of pipeline projects and rising gas demand from power generators suggest the Marcellus/Utica may finally be on the verge of a production breakout. In today’s RBN blog, we discuss the leading E&Ps’ production forecasts for 2025 and the prospects for considerably higher output by the end of this decade.…

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Hot Stuff - With Cheniere's Midscale Expansion, the Future of U.S. LNG Looks Hotter Than Ever 12:46

منذ 9 أيام12:46

12:46

It’s shaping up to be an incredible year for U.S. LNG growth, with record levels of feedgas demand and exports along with progress on the regulatory front, as the Trump administration has cleared away hurdles that had previously stalled project development. Now, Cheniere Energy has announced a positive final investment decision (FID) on its Corpus Christi Midscale expansion. In today’s RBN blog, we take a closer look at the Midscale project and others that could move forward this year.…

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

منذ 10 أيام12:12

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 Coast too. New LNG export capacity is about to be commercialized. And a lot of new gas-fired generating capacity — much of it tied to planned data centers — is under development within (or very near) the Marcellus/Utica region. In today’s RBN blog, we examine the three big gas-demand drivers behind the shale play’s impending renewal.…

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

منذ 12 يومًا13:28

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 machine and caps its very busy first half of 2025. In today’s RBN blog, we take a closer look at the agreement and how it ties into other recent initiatives by the Canadian midstreamer.…

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Don't Stop Me Now - FERC Actions Helping to Ease the Path Forward for Natural Gas Infrastructure 14:56

منذ 13 يومًا14:56

14:56

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 such as pipelines and LNG terminals. In today’s RBN blog, we’ll highlight the recent efforts to remake and improve the permitting process.…

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

منذ 14 يومًا11:51

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 apparent. In today’s RBN blog, we review the impact of the BIS license requirement, the still-pending imposition of fees on vessels owned or operated by China, and the risk that comes with using the energy industry as a bargaining chip in trade talks.…

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

منذ 17 يومًا13:16

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 government has been focused on keeping prices under control. In today’s RBN blog, we look at the critical changes that will affect imported biofuels and feedstocks and the potential cost impact.…

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

منذ 18 يومًا12:41

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 length of horizontal laterals, boosting initial production (IP) rates — a critical development but posing new challenges for drillers. In today’s RBN blog, we discuss why longer laterals in horizontal wells aren’t the answer in every shale play, the advantages of the two types of tubing used in those wells, and how they can help boost productivity.…

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

منذ 19 يومًا17:20

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 that brought many of their companies to the verge of bankruptcy. But in a dramatic, “Mission: Impossible”-style recovery, producers restored their battered balance sheets and won back investors by radically shifting cash allocations. In today’s RBN blog, we’ll review the rise of the new E&P hero — dividends — and analyze how producers apportioned cash flows in Q1 2025.…

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

منذ 20 يومًا10:59

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 Transco are allowing increasing volumes of gas to move to and through Virginia and the Carolinas. The proposed Borealis Pipeline across Ohio would enable up to 2 Bcf/d to move down the Texas Gas Transmission system to the Gulf Coast. And, as we discuss in today’s RBN blog, Kinder Morgan is planning several major projects in the Deep South — including the 2.1-Bcf/d Mississippi Crossing and 1.3-Bcf/d South System Expansion 4 projects — to move more gas into Mississippi, Alabama, Georgia and South Carolina.…

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

منذ 21 يومًا13:47

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 efforts to grow their businesses, reshape their portfolios and/or reduce their debt. In today’s RBN blog, we continue our look at recent big-dollar deals in the U.S. oil and gas industry.…

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

منذ 24 يومًا11:17

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 Partners in December 2024. In today’s RBN blog, we’ll discuss the EPIC Crude Pipeline and what might be ahead.…

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

منذ 24 يومًا10:48

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 Parkland’s largest shareholder and is slated to be voted on June 24. In today’s RBN blog, we’ll discuss this deal and what it means for Canada’s only West Coast refiner.…

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

منذ 25 يومًا15:56

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. In today’s RBN blog, we consider how our outlook for Canadian production over the next several years stacks up against takeaway capacity and what additions will be needed to keep pace. Today, we celebrate Juneteenth, which honors the end of slavery in the U.S. In observance of today’s holiday, we’ve given our analysts a break and are revisiting our June 6 blog on Western Canada’s crude oil production growth, which also serves as a preview of our upcoming School of Energy Canada. If you didn’t read it then, this is your opportunity to see what you missed.…

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

منذ 27 يومًا14:02

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 basins. There’s a lot of M&A “fun, fun, fun” going on, though many of the deals don’t make big headlines because there are only nine or 10 numbers after the dollar sign, not 11. In today’s RBN blog, we look at a variety of recent upstream M&A and divestment announcements and what they tell us about the production end of U.S. energy markets.…

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

منذ 28 يومًا13:53

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 considerably since then, impacting the global LNG market. In today’s RBN blog, we look at the EU’s continued efforts to reduce its reliance on Russia, how it’s trading supply risk for price risk, and what the changes could mean for U.S. LNG exporters.…

RBN Energy Blogcast

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

منذ 4 weeks10:05

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 the deeper 30-mile channel. In today’s RBN blog, we discuss the newly completed channel-dredging project, related terminal improvements, and what they all mean for crude oil exporting economics in Corpus Christi.…

RBN Energy Blogcast

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

منذ 5 weeks14:13

14:13

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

RBN Energy Blogcast

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

منذ 5 weeks16:15

16:15

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

RBN Energy Blogcast

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

منذ 5 weeks12:17

12:17

RBN Energy Blogcast

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

منذ 5 weeks13:19

13:19

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

RBN Energy Blogcast

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

منذ 5 weeks16:23

16:23

RBN Energy Blogcast

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

منذ 6 weeks14:35

14:35

The U.S. outlook for low-carbon hydrogen was bright and sunny just a year or two ago, with billions in federal funding and policy support, but to no one’s surprise, things have darkened considerably this year. Several clean-energy initiatives have faced resistance from Republicans in Washington, with the budget reconciliation bill currently making its way through Congress on track to produce the most significant changes yet. In today’s RBN blog, we’ll look at how the bill could dramatically scale back the 45V tax credit for hydrogen production and deal a mighty blow to dozens of projects under development.…

RBN Energy Blogcast

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

منذ 6 weeks12:43

12:43

Exports of Venezuelan crude to the U.S. have moved lower in recent months, a trend that seems likely to continue with the May 27 expiration of Chevron’s permit to operate there. But while a limited extension of that permit appears likely, if not yet official, the development adds new challenges for Gulf Coast refiners that process heavy crude. In today’s RBN blog, we’ll update the situation in Venezuela, assess what it means for Chevron, and discuss the outlook for the heavy crude-capable Gulf Coast refiners.…

RBN Energy Blogcast

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

منذ 6 weeks11:20

11:20

Midstream developers have complained for decades that federal courts reviewing agency approvals for their infrastructure projects have cast too wide a net — that is, instead of requiring agencies to simply analyze the specific environmental impacts of the project in question, the courts have been insisting regulators also examine the effects of the upstream and downstream activities the project would enable. As we discuss in today’s RBN blog, the U.S. Supreme Court ruled last week that under the all-important National Environmental Policy Act (NEPA) of 1969, it’s up to regulators to set the boundaries of their environmental review and that courts should defer to their judgment as long as they fall within a “broad zone of reasonableness.”…

RBN Energy Blogcast

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

منذ 6 weeks12:14

12:14

After dodging the huge tariffs on exports of U.S. LPG and ethane to China — at least until August 12 — a new wrinkle has emerged. Enterprise Products Partners said in a filing May 29 that the U.S. Bureau of Industry and Security (BIS) has flagged its exports of butane and ethane to China as a security risk; specifically, that they pose an “unacceptable risk of use in or diversion to a military end use.” Details about the licenses and how they will apply are limited at this point, but it appears they will be required for these exports to continue. In today’s RBN blog, we examine the potential impact on the ethane and butane markets.…

RBN Energy Blogcast

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

منذ 6 weeks12:36

12:36

We’ve discussed the qualities of the Uinta Basin’s unusual waxy crude, the challenges inherent in moving it to market, and the use of machine-learning AI to optimize its extraction from two key geologic layers or “benches” deep below the rugged hills of northeastern Utah. Now, in today’s RBN blog, it’s finally time to reveal what all this tells us regarding the prospects for continued Uinta production growth; the need for new takeaway capacity, blending and refining infrastructure to handle it; and — very important — the estimated duration of economically recoverable waxy crude under various price scenarios.…

RBN Energy Blogcast

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

منذ 7 weeks11:08

11:08

This may be the best time ever to be a manufacturer of natural gas turbines. The U.S. seems poised for a sharp increase in power demand in the coming years and order books are filling up, but it’s not all smooth sailing and significant headwinds remain. In today’s RBN blog, we will explore how rising costs, supply-chain constraints, long lead times and tariffs could impact turbine manufacturing and complicate efforts to expand gas-fired power generation.…

RBN Energy Blogcast

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

منذ 7 weeks10:17

10:17

With more than 9 billion gallons of propane delivered to U.S. customers each year, moving those volumes to their final destination is a complex task involving pipelines, rail cars, storage (be it underground or above ground) and, ultimately, trucks. Several major factors help determine the quantity and price of propane delivered to end-use customers, including the seasonality of demand versus the steady nature of production. In today’s RBN blog, we discuss highlights from our new Drill Down Report on propane.…

RBN Energy Blogcast

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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

منذ 7 weeks16:09

16:09

Over the past month, E&P executives have addressed shareholder and analyst concerns amid the murkiest market conditions since the onset of the pandemic in Q1 2020. One industry leader pointed out that on an inflation-adjusted basis, there have only been two quarters since 2004 when front-month oil prices have been as low as they are today (excluding 2020). In today’s RBN blog, we review what we heard from E&P brass — a measured response that melded confidence in the industry’s new fiscally conservative, shareholder-focused business model; modest spending reductions; and preparations for more substantial responses to future erosion in commodity pricing.…

RBN Energy Blogcast

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

منذ 7 weeks11:08

11:08

It has been 12 months since the Trans Mountain Expansion Project — aka TMX — finally began operations after years of delay, creating a much-needed, larger conduit to move Western Canada’s rising crude oil production to the Pacific Northwest and overseas markets. Although the customer base for exports remains limited, the Trans Mountain pipeline system has been responsible for opening up entirely new markets for Canadian crude. As we discuss in today’s RBN blog, despite its numerous delays and immense cost, the pipeline has recently seen record crude shipments and is nearing its nameplate capacity, driven by rising exports.…

RBN Energy Blogcast

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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

منذ 7 weeks16:54

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 trigger. The project will also have an outsized impact on gas flows in a region already struggling to keep up, and it may well upend plans for other projects in the works. In today’s RBN blog, we take a closer look at Louisiana LNG, Woodside’s daring development approach, and the terminal’s impacts on gas demand, gas flows and pre-FID projects.…

RBN Energy Blogcast

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On Top of the World - Next Wave Uses Innovative Approach to Produce High-Quality Alkylate 12:15

منذ 8 weeks12:15

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 been accomplished so far and dive into what’s ahead for Next Wave.…

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

منذ 8 weeks9:54

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/d of capacity. In today’s RBN blog, we’ll discuss what this project means for pipeline congestion and crude exports out of Corpus and nearby Ingleside.…

RBN Energy Blogcast

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Don’t Stop Believin' - Is the Marcellus/Utica Finally Poised for a Gas-Production Breakout? 15:19

منذ 8 weeks15:19

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 dramatically in recent years, mostly due to takeaway constraints. In today’s RBN blog, we discuss how a combination of new pipeline projects, in-basin data center development and incremental Gulf Coast LNG demand might breathe new life into the Marcellus/Utica.…

RBN Energy Blogcast

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I Will Wait - Backlog for Natural Gas Turbines Expands on Surging Demand, Supply Constraints 11:33

منذ 8 weeks11:33

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, driving an even greater need for gas turbines. In today’s RBN blog, we will explore why gas turbines are so challenging to build and why there’s such a manufacturing backlog.…

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

منذ 8 weeks10:53

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 is whether the basin has sufficient long-term staying power to justify the upfront costs and commitments. As we discuss in today’s RBN blog, a machine-learning-based analysis can provide many of the answers by assessing the basin’s long-term outlook under various scenarios.…

RBN Energy Blogcast

1
On the Road Again - Renewable Natural Gas Could Help Turn Cellulosic Biofuels Into a Success Story 12:54

منذ 9 weeks12:54

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 stations offering a compressed form of renewable natural gas (RNG), a cellulosic biofuel typically sourced from landfills and dairy farms. In today’s RBN blog, the third and final in our series on the D3 Renewable Identification Number (RIN), we show how this young industry could emerge as a commercial success for cellulosic biofuels, although political and regulatory risk remains.…

RBN Energy Blogcast

1
I Can See Clearly Now - As Hydrogen Market Evolves, Best Uses Will Focus on Cost, Sustainability 14:20

منذ 9 weeks14:20

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. The last few years have seen a significant push to expand hydrogen’s role — an attempt to capitalize on its versatility and lack of carbon dioxide (CO2) emissions — but a number of formidable obstacles to wider adoption remain, including price, availability and infrastructure, in addition to its tenuous political support. In today’s RBN blog, we look at the challenges that make forecasting the industry’s growth difficult and the emerging consensus around the most practical end uses for hydrogen.…

RBN Energy Blogcast

1
Rhinestone Cowboy - Vaquero Midstream Breaks Into the Big Time With Delaware Basin Expansion 11:55

منذ 9 weeks11:55

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 Vaquero Midstream — vaquero, of course, being Spanish for cowboy — the scrappy developer of a gas gathering and processing network in the Delaware. As we discuss in today’s RBN blog, Vaquero recently announced plans to build a new high-pressure pipeline that will double the capacity of its gathering system and a new processing plant that will give it a total of 600 MMcf/d of processing capacity with a slew of interconnections to key gas and NGL takeaway pipelines.…

RBN Energy Blogcast

1
Solid As A Rock - E&Ps Protect Balance Sheets With Conservative Approach After 2024 Acquisitions 12:34

منذ 9 weeks12:34

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 today’s RBN blog, we’ll explore the impact of the 2024 acquisitions and commodity pricing on E&P debt and discuss the expected response to protect balance sheets.…

RBN Energy Blogcast

1
Should've Been a Cowboy - E&Ps See Hope in Western Haynesville, But Success Is No Sure Thing 14:01

منذ 9 weeks14:01

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 far from guaranteed. In today’s RBN blog, the second in a series on the Western Haynesville, we’ll discuss how some companies are handling the high-pressure, high-risk environment.…

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