RBN Energy Blogcast
Business & Economics Podcasts
Accelerating energy market analytics through collaboration, networking and alliances
Location:
United States
Description:
Accelerating energy market analytics through collaboration, networking and alliances
Language:
English
Website:
https://rbnenergy.com/
Email:
podcast@rbnenergy.com
Episodes
Greetings From Nashville – Nashville’s Growth Boom Could Have a Big Impact on Regional Fuel Supply
4/16/2026
Nashville is known for its music, but it’s also a fast-growing gasoline and diesel market, uniquely positioned between the Gulf Coast and Midwest. With major development projects planned, such as the new Tennessee Titans stadium, it’s getting to be a tight squeeze for the area’s fuel terminals.
Duration:00:09:32
Temptation Eyes – Will Surging Cash Flows Tempt Still-Disciplined E&Ps to Ramp up Spending?
4/15/2026
Managements in Q4 2025 stuck to the capital discipline that won back the hearts and wallets of investors, but surging oil and gas prices this year are putting more cash back into E&P coffers. Will that discipline hold, or will temptation take over?
Duration:00:13:40
Win, Lose or Draw – What is Driving Large-Scale Data Center Projects to Secondary Markets?
4/14/2026
As rising AI-driven demand for data centers has supported growth in key markets like Virginia and Texas, developers are increasingly casting a wider net. Today, we examine the factors drawing large-scale projects to “non-key” states, with a close look at Indiana, Louisiana, North Carolina and Pennsylvania.
Duration:00:15:05
How Am I Supposed to Live Without You – U.S. Refiners Using Persian Gulf Crude Seek Alternatives
4/13/2026
U.S. refineries are, of course, far less dependent on crude oil from the Middle East than they were before the Shale Revolution. But the cutoff in oil supplies from the Persian Gulf is forcing several U.S. refiners to look elsewhere for the mostly medium-sour crude they had been sourcing from the region.
Duration:00:14:14
Turn Me Loose – With Production on the Rise, Several Pipelines in the Works to Move Canadian Crude to the U.S.
4/10/2026
As crude oil production continues to grow in the Western Canadian Sedimentary Basin, more pipeline capacity will be needed. The 590-Mb/d Trans Mountain Expansion in 2024 temporarily provided a period of surplus capacity, but that is shrinking. Today, we go through all the projects in the works.
Duration:00:14:16
Eyes of the Ranger – How the Iran War Reshapes Global Gas and LNG This Year and Beyond
4/9/2026
U.S. LNG has been on the fast track as new export capacity along the Texas and Louisiana Gulf Coast draws in increasing volumes of U.S. natural gas. The impact of that unprecedented buildout only intensified over the past several weeks with the war in Iran and its effects on Persian Gulf LNG.
Duration:00:13:16
No Sudden Movement – U.S. E&Ps Stay Cautious on 2026 Capex Amidst Market Volatility
4/8/2026
The roiling of global energy markets by war in the Middle East has magnified the importance of domestic oil output and heightened interest in capital spending. Today, we look at the 2026 forecasts and offer some far-too-early speculation about the industry response to the recent surge in oil prices.
Duration:00:12:40
Long Time Comin’ – More Permian Gas Takeaway Is Coming. What About Stronger Waha Prices?
4/7/2026
Permian wells are churning out 22 Bcf/d of residue natural gas, but for many producers that gas abundance is a hindrance. A persistent shortfall in takeaway capacity has made negative prices at Waha an all-too-regular thing. But the situation will soon be changing for the much-better.
Duration:00:10:41
Upgrade U – Upgrader Repairs Could Offer Surest Route to Higher Venezuelan Crude Oil Production
4/6/2026
There’s no shortage of work to be done to revive Venezuela’s crude oil industry, much of which suffered from years of poor management and minimal investment. One rehabilitation effort that could deliver a lot of bang for the buck would be to repair and restart the industry’s crude upgraders.
Duration:00:13:14
Win, Lose or Draw – Comparing Data Center Development Drivers Across Key States
4/2/2026
Data center development is booming across the country. But power and water supplies, fiber connectivity, and regulatory environments differ across states. Today’s RBN blog compares seven leading states for data centers on the key factors that help determine development outcomes.
Duration:00:13:14
Save Room – More Natural Gas Storage Capacity Planned to Serve Gulf Coast LNG and Power Facilities
4/1/2026
The war-related loss of LNG export capacity in Qatar suggests that existing and planned LNG export terminals along the U.S. Gulf Coast will be running flat-out over the next few years, and that the Texas/Louisiana region will need even more natural gas storage capacity than previously figured.
Duration:00:11:47
Turn Me Loose – Where Western Canadian Crude Oil Goes and How it Gets There
3/31/2026
End markets for Canadian crude oil have evolved as production and export capacity have grown, especially in the past few years. Today, we dig into the data to see where Western Canadian Sedimentary Basin crude oil supply goes, how it gets there, and how those destination markets have evolved.
Duration:00:14:34
Stuck in a (Gulf) You Can’t Get Out Of – The Triple-Whammy Impacts of Iran War on Refined Products
3/30/2026
The ongoing conflict between the U.S. and Iran and the near-total closure of the Strait of Hormuz isn’t just stranding significant volumes of refined products in the Persian Gulf. It’s also resulting in potentially extensive and long-lasting damage to some refineries there and trapping crude oil that Asian refiners depend on.
Duration:00:14:12
Rikki Don’t Lose That Number — ‘311’ Gas Transportation: What Is It, Why Is It, and How Does It Work?
3/27/2026
A regulatory topic that had long been very backburner — the so-called “311” transportation of natural gas — is suddenly front and center because it applies to the slew of new, mostly intrastate pipelines that have been built across Texas to get Permian gas to LNG terminals on the Texas and Louisiana coasts.
Duration:00:11:49
And the Thunder Rolls – Iran War Roils Pricing Just After U.S. E&P Returns Hit Four-Year Lows
3/26/2026
The upstream oil and gas sector has been periodically roiled by dramatic price swings triggered by world events over the last five decades. Today, we analyze the impact of bottoming oil prices on earnings and cash flows as the industry girds for an unpredictable 2026.
Duration:00:15:02
Turn Me Loose – How Pipeline Capacity Scarcity and Seasonality Have Impacted WCSB Crude Oil Prices
3/25/2026
Crude oil supply from the Western Canadian Sedimentary Basin continues to grow. At times, it has exceeded the region’s outbound pipeline capacity. Today, we’ll take a close look at the periods of pipeline surplus and scarcity, and how they correlate with WCSB price discounts relative to U.S. price benchmarks.
Duration:00:10:46
Roundabout – More Canadian Heavy Crude Is Heading South – Likely Via the Rockies
3/24/2026
More Canadian heavy crude barrels are on their way to the U.S. Gulf Coast and some, if not most, of that oil could be taking a somewhat circuitous route — through the Rocky Mountain states. Today, we discuss highlights from RBN’s new multiclient study on this important topic, developed with Plainview Energy Analytics.
Duration:00:15:50
The Show Goes On – Plans for Venezuelan Revival Might Not Include its Long-Neglected Refining Sector
3/23/2026
While most of the discussion about Venezuela involves crude production, it’s important to know that the country was also once a major refiner before it began a decade-long downturn. Today, we look at the history of Venezuela’s refining sector and the prospects for a turnaround.
Duration:00:10:51
Stuck in a (Gulf) You Can’t Get Out Of – Iran War Traps Propane and Refined Products in Persian Gulf
3/20/2026
A lot of attention has been paid to the massive volumes of crude oil and LNG currently trapped in the Persian Gulf. What’s sometimes overlooked, however, is that Kuwait, Saudi Arabia and the United Arab Emirates are also major exporters of refined products, and that they and Qatar also send out copious amounts of LPG.
Duration:00:12:04
Greenlight – How LNG Projects Really Get to FID and What it Takes to Be Part of the Gulf Coast Wave
3/19/2026
The U.S. LNG industry has experienced monumental growth and there’s a hefty slate of additional projects somewhere along the path to a final investment decision, each with its own hurdles and timelines. Getting across that FID finish line can be quite arduous.
Duration:00:16:41