RBN Energy Blogcast podcast

#Business #RBN #RBN Energy

6:24

Grumpy helps a reader choose the best hydrangea for their hometown. Plus, Grumpy’s gripe of the week. You can find us online at southernliving.com/askgrumpy Ask Grumpy Credits: Steve Bender aka The Grumpy Gardener - Host Nellah McGough - Co-Host Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Isaac Nunn - Recording Tech Learn more about your ad choices. Visit podcastchoices.com/adchoices…

RBN Energy Blogcast

maison des série•Feed

Accelerating energy market analytics through collaboration, networking and alliances

1462 episodes

RBN Energy Blogcast

12 subscribers

updated il y a environ 2 jours

maison des série•Feed

Accelerating energy market analytics through collaboration, networking and alliances

1462 episodes

#Business #RBN #RBN Energy

Усі епізоди

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

il y a environ 2 jours14:20

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.…

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

il y a environ 3 jours11:55

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.…

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

il y a environ 4 jours12:34

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.…

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

il y a environ 7 jours14:01

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.…

1
Head Full of Doubt, Road Full of Promise - Policy Uncertainty Clouds Path Forward for Energy Projects 11:29

il y a environ 8 jours11:29

11:29

The Trump administration’s approach to economic policy — including tariff threats to longtime allies backed by sometimes shifting policy goals — might be a sound tactical move in the long run by keeping negotiators on edge and extracting better deals. But that approach has also heightened the sense of uncertainty about where things are headed, affecting investment and long-term planning. In today’s RBN blog, we discuss how economic policy uncertainty has increased in the past few months and how it’s impacting activity in the energy sector.…

1
Waltz Across Texas - WhiteWater and Company-Led JV Expand Role in Moving Permian Gas to Coast 10:12

il y a environ 9 jours10:12

10:12

Several large, publicly held midstream companies play critical roles in transporting crude oil, natural gas and NGLs from the Permian Basin to markets along the Gulf Coast, and all of them are investing hundreds of millions or even billions of dollars to expand their Permian-to-Gulf infrastructure. But there’s a privately held outlier among them — WhiteWater Midstream, which has developed key gas pipelines in Texas and has been partnering with MPLX, Enbridge and others to own and develop a few more. In today’s RBN blog, we look at the growing portfolio of WhiteWater and the WPC joint venture (JV) and discuss highlights from our new Drill Down Report on Permian-to-Gulf infrastructure projects.…

1
Waxy and I Know It - An Insider's Guide to the Uinta Basin’s Rock, Reserves and Growth Potential 11:39

il y a environ 10 jours11:39

11:39

In just a few years, the Uinta Basin has morphed from a quirky, waxy-crude curiosity to a burgeoning shale play with production north of 170 Mb/d and initial production (IP) rates that compare favorably with the best wells in the Permian. Still, there are a host of logistical challenges associated with transporting waxy crude out of the basin and questions have remained about the Uinta’s potential for growth and its staying power. In today’s RBN blog, we begin an in-depth look at the basin — with an assist from our friends at Novi Labs, whose innovative use of AI and machine learning provides valuable insights.…

1
Do You Realize? - U.S. Propane Pricing Reflects Seasonality, Contract Provisions, Transport Costs 11:31

il y a environ 11 jours11:31

11:31

The U.S. propane market may appear seamless at times, but a lot is happening just below the surface to determine consumer pricing. Key factors include the high seasonality of demand, supply contracts that must account for the seasonality of product delivery and the price, and the cost of transportation from terminals to bulk plants to end users. In today’s RBN blog, we will review the final delivery steps, the impact of transportation costs, and how contracts are priced.…

1
I’m Back (Back in the LNG Groove) - How Woodside's FID on Louisiana LNG Shakes Things Up 16:09

il y a environ 14 jours16:09

16:09

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.…

1
Try Some, Buy Some - M&A Drove 2024 E&P Reserve-Replacement Surge as Organic Growth Lagged 16:28

il y a environ 15 jours16:28

16:28

The tide is shifting in the energy sector back toward hydrocarbons as renewables face new, big hurdles. The latest tangible sign of this shift is BP’s decision to refocus on traditional oil and gas and deemphasize renewables, which follows ExxonMobil’s and Shell’s restructuring of strategies in the same direction. The likelihood that hydrocarbon demand will continue to grow throughout this decade has reinforced the importance of E&P companies adding to their proved oil and gas reserves. In today’s RBN blog, we analyze crucial trends from the 2024 reserve reporting of the major U.S. oil and gas producers.…

1
Road to Alaska - Are Alaska LNG's Strengths Enough to Outweigh Its Costs, Construction Challenges? 16:11

il y a environ 16 jours16:11

16:11

The Trump administration is trying to breathe new life into the long-dormant Alaska LNG project, talking up its strengths and encouraging potential Asian customers and investors to consider it. But the project, a multibillion-dollar plan to pipe natural gas from Alaska’s North Slope to Anchorage and Cook Inlet for liquefaction and export, faces huge financial and administrative hurdles, plus the challenges of building it in Alaska’s rugged terrain and often-harsh climate. In today’s RBN blog, we’ll examine Alaska LNG’s competitive position and whether its reduced shipping costs, coupled with federal support, might be sufficient to outweigh the construction costs and other major obstacles the project faces.…

1
Under the Pressure - U.S. Energy Industry Dodges a Bullet as New Fees Target Chinese Shipping 12:11

il y a environ 17 jours12:11

12:11

The U.S. government recently released the final rules for the Section 301 fees proposed earlier this year, intended to address the dominance of China’s shipbuilding industry. According to the new rules, exports on Chinese-owned, -operated or -built vessels are mostly excluded — great news for U.S. energy producers and exporters, especially in the NGL sector. In addition, things are starting to change in the LPG markets due to the U.S./China tariff war. Propane vessels are being diverted, at least one ethane cargo has been scrapped, and China is reportedly looking into exempting ethane from its 125% import tariff. In today’s RBN blog, we look at what the latest developments mean for the U.S. energy industry.…

1
Only Happy When It Rains - Counting on a Boom in Natural Gas Demand for Power? 14:31

il y a environ 18 jours14:31

14:31

Rising demand for electricity to serve data centers, manufacturing and other power-consuming sectors of the economy is spurring the development of scores of gas-fired plants — up to 100 gigawatts (GW) of new capacity by 2040. How much power those new plants will actually generate — and, with that, how much natural gas they will require — remain open questions, however. A recent study indicates that the vast majority of incremental power demand over the next 15 years could be supplied by solar and wind and that gas demand for power may remain pretty much flat. But the Trump administration’s dim view of most renewables — and clear preference for fossil fuels — suggest otherwise. In today’s RBN blog, we discuss gas demand for power in the late 2020s and 2030s.…

1
Pictures of You - Regional Balances Tell the Tale of the U.S. Crude Oil Market 9:06

il y a environ 21 jours9:06

9:06

Over the past 15 years, the U.S.’s crude oil supply/demand balance has been transformed by the Shale Revolution. Increasing production unlocked through horizontal drilling and hydraulic fracturing have pushed up the nation’s overall supply without an equal change in refining capacity, resulting in significant changes in regional balances. In today’s RBN blog, we discuss what PADD-by-PADD crude oil supply/demand balances can tell us and preview our latest Drill Down Report.…

1
Together in Electric Dreams - For Tech Giants, Powering Data Centers is Not All About Natural Gas 11:48

il y a environ 22 jours11:48