RBN Energy Blogcast

Dec 10 2024 1352 ep. 13 mins 26

RBN Energy Blogcast Podcast artwork

Accelerating energy market analytics through collaboration, networking and alliances

Copy RSS

Subscribe on Podcast Addict

Take a Look at Me Now - Growing LPG, Ethane Exports Propel Enterprise Toward Bold Expansion Goals

Dec 10 2024 11 mins

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

Over The Hills And Far Away - Even Without a Carbon Tax, U.S. Refiners Feel Efforts to Cut Emissions

Dec 09 2024 12 mins

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 refin

Why Can't We Be Friends? - The Odds For/Against U.S. Tariffs on Imported Canadian, Mexican Crude

Dec 08 2024 13 mins

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 refiner

Just Can't Get Enough - Texas Preps to Meet Surging Power Demand from Data Centers, Crypto Miners

Dec 05 2024 13 mins

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

The End of the Innocence - Nascent SAF Market May Face Turbulence Under Trump Administration

Dec 04 2024 13 mins

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 (I

Who'll Stop the Rain - Falling Oil Prices Erode E&P Profits, Dampen Outlook for Production Boost

Dec 03 2024 17 mins

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.

Fresh Start - With Power Demand On The Rise, Could New Nuclear Units Be Added To Old Coal Sites?

Dec 02 2024 8 mins

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 o

It's Not Over - More M&A, Divestitures and Swaps as E&Ps and Midstreamers Fine-Tune Portfolios

Dec 01 2024 11 mins

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 toda

Yellow - Innovators at Cushing Hub Provide New Outlet for Uinta Basin's 'Yellow Wax' Crude

Nov 28 2024 12 mins

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 fut

We Three Kings - U.S., Australia and Qatar Look to Grow LNG Exports Amidst Global Uncertainty

Nov 27 2024 15 mins

About 60% of global LNG imports in 2023 came from only three countries — Australia, Qatar and the U.S. — sometimes dubbed the “LNG Trinity.” All three are geographically remote from each other and differ considerably in terms of configuration, politics, economics and strategy. But all three are looking to consolidate and potentially grow their global presence at a time when