RBN Energy Blogcast
RBN Energy Blogcast
RBN Energy
Accelerating energy market analytics through collaboration, networking and alliances
Flawless – Hyperscalers Add Carbon Capture, Renewables and Nuclear to Offset Expanded Gas Use
Natural gas-fired generation is king in the realm of data center development, at least for the near term. Still, hyperscalers are taking a variety of steps to mitigate the climate impact of their expanding gas use. These include adding CCS, building renewables and supporting new nuclear.
Jul 22
12 min
Turn Me Loose – Will Crude Oil Pipeline Capacity Keep Up With Western Canadian Production Growth?
Several projects in the works would expand crude oil pipeline takeaway capacity out of Western Canada. But, given the pace of production growth there, will enough takeaway space come online in time to prevent pipeline capacity shortages and the price dislocations that come with them?
Jul 21
12 min
Open The Door – New Pipeline Capacity Unlocks Supply Potential for Permian Natural Gas
Natural gas prices in the Permian spent the first half of the year in the red. Then, in mid-June, Kinder Morgan flipped a switch and now Waha prices are back above zero. The “switch” was a compression expansion on Gulf Coast Express, which added a desperately needed 570 MMcf/d of takeaway capacity.
Jul 20
11 min
TGIF: Thank Goodness It’s Flex — For Now, at Least, U.S. LPG, Ethane Exports Can’t Grow Without It
Over the past 18 months, Gulf Coast dock capacity capable of handling either LPG or ethane has grown significantly. It’s something relatively new called “flex capacity,” and it’s a darned good thing it’s online. Without it, both LPG and ethane export capacity would already be maxed out.
Jul 17
13 min
If You Build It – Will Increased Natural Gas Demand and New Pipelines Spur Higher Northeast Output?
Demand for natural gas in Northeast and pipeline capacity out of Appalachia are poised to grow in the coming years, but will production follow suit? Even if market conditions improve, it’s not a done deal. Today, we look at which producers are best positioned to grow if conditions warrant.
Jul 16
10 min
Jambalaya on the Bayou – Crude Oil Balances in Louisiana’s Refining Regions; Poised for a Change?
Crude oil sourcing for the three refining regions in Louisiana couldn’t be more different from each other. In today’s RBN blog, we examine crude oil flows into and out of the Bayou State, assess supply/demand balances, and explore why is could be increasingly important to understand those balances.
Jul 15
13 min
Don’t Stop Believin’ — Finding Growth in the Next Phase of the U.S. Energy Evolution
The U.S. energy industry is continuously evolving. Unlike the previous era of unconventional supply growth, demand is increasingly determining where capital will be deployed, reshaping investment priorities. That’s today’s subject and the focus of our upcoming School of Energy: Foundations.
Jul 14
11 min
Flawless – More on How Hyperscalers Mitigate the Impacts of Their Fast-Rising Use of Natural Gas
There are several approaches hyperscalers can take to mitigate the climate-related impacts of their increasing gas consumption for data centers. These include buying and retiring environmental credits; capturing and sequestering gas-plant CO2; and developing more renewables and nuclear capacity.
Jul 13
13 min
I Won’t Back Down – Developer Continues Pursuit of a Philadelphia-Area LNG Export Terminal
Efforts to develop a new LNG export terminal along the Delaware River near Philadelphia appeared to be going nowhere. But now it seems that Penn America Energy’s moribund plan for such a project has gained new life with a new company name and a new site — in Eddystone Borough, PA.
Jul 10
11 min
Runaway – Spike in the D4 Renewable Identification Number Price About More Than a Higher Mandate
The price of the D4 Renewable Identification Number has increased 130% so far in 2026, a response to a 70% increase in the minimum bio-based diesel volume mandate and a higher price premium for soybean oil. Today, we analyze the additional factors at play, from theoretical and practical standpoints.
Jul 9
12 min
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