RBN Energy (A Novi Labs Company)

That's a wrap on the 20th #SchoolofEnergy! A huge thank you to everyone who joined us in #Houston, from our attendees, speakers, sponsors, and partners to the RBN Energy team who made this event possible. Over two days, we explored today's energy markets through expert-led sessions, fireside chats, hands-on Excel models, and countless conversations that continued well beyond the classroom. We hope you left with new insights, valuable connections, and practical tools to navigate an ever-changing energy landscape. Thank you for making this milestone event such a success. We look forward to seeing you again next year!

$EQT didn't have their scheduled earnings call this week, but they released the earnings presentation which shows high global exposure and optimism for #Appalachian #natgas usage both within and outside the basin. Read the full story here: rbnenergy.com/daily-posts/an…

Three themes from Enterprise Products Partners’ Q3 2026 earnings call on Thursday stood out: an upward revision to its #Permian #naturalgas and #NGL production forecast, the approaching completion of a major #LPG export expansion, and a farewell from Co-CEO Jim Teague on his final earnings call before retirement. Read the full story here: rbnenergy.com/daily-posts/an… $EPD

Forget ghosts and monsters. This Halloween, the scariest thing in the energy industry isn’t a one-eyed, one-horned, flyin’ purple people eater — it’s the tanker market, where a spooky jump in demand and frighteningly tight vessel supply have sent freight rates soaring to scream-inducing heights. Read today’s blog here: rbnenergy.com/daily-posts/bl…

U.S. #propane stocks are now almost even with last year after a fourth straight weekly draw. Strong #exports have nearly erased a surplus that stood at 12.8 MMbbl in early September. Read the full story here: rbnenergy.com/daily-posts/an…

#Shell’s two major September developments mark strategic milestones in its resumption of #upstream growth after an extended reshaping of its portfolio since 2020. Today, we analyze Shell’s upstream strategy since then, which has taken a different path from fellow supermajors ExxonMobil and BP. Read today’s blog here: rbnenergy.com/daily-posts/bl…

U.S. #LNG #feedgas demand held at record levels last week as terminals ramped up winter peak operations and #GoldenPass continues increasing intake. Read the full story here: rbnenergy.com/daily-posts/an…

Last week’s #crudeoil rally lifted benchmarks but left Canadian heavy #barrels struggling to stay afloat. Read the full story here: rbnenergy.com/daily-posts/an…

The #Permian, the world’s largest NGL-producing region, is poised for continued growth across the #NGL value chain. With domestic #demand offering limited room to grow, can #downstream infrastructure keep pace? Today, we examine the projects helping turn rising Permian production into global supply. Read today’s blog here: rbnenergy.com/daily-posts/bl…

On Dow’s Q3 earnings call, management tied a #petrochemical market recovery more to capacity closures than to demand growth. Read the full story here: rbnenergy.com/daily-posts/an… $DOW

With its newly announced, $50 billion-plus combination with #RangeResources, #EQT Corp. — already the largest #naturalgas producer in the Marcellus/Utica — will overtake #ExpandEnergy as the king of the gas jungle in the U.S. as a whole. Today, we discuss the EQT/Range deal and its implications. Read today’s blog here: rbnenergy.com/daily-posts/bl… $EQT $RRC $EXE

Meta ($META) accelerated its spending on capital expenditures in Q3 2026 as it seeks to speed the adoption of its compute-intensive Muse AI agent, the company said during its earnings call on October 21. Read the full story here: rbnenergy.com/daily-posts/an…

#KinderMorgan ($KMI) added $5.4 billion of new projects in Q3, bringing its backlog to a record $14.4 billion. Read the full story here: rbnenergy.com/daily-posts/an…

There’s a horse race among Gulf Coast gas storage developers to provide the tens of billions of cubic feet of incremental space that will be needed by the early 2030s. Out front are the owners of existing salt cavern storage. But which brownfield projects have that special something? Read today’s blog here: rbnenergy.com/daily-posts/bl…

#DevonEnergy announced it is selling its #EagleFord assets to #CrescentEnergy for $4.22 billion in cash. In today’s blog, we look at why Devon is leaving South Texas while Crescent doubles down, and we preview our detailed analysis of the deal, available on the #NoviIntelligenceportal. Read today’s blog here: rbnenergy.com/daily-posts/bl…

Freight rates are sky-high. Shipping #crudeoil from the U.S. Gulf Coast to China on a #VLCC cost more than $80 million earlier this month, double what it was in September and 5X a year ago. Today, we look at the unique combination of factors that are helping drive #freightrates to record highs. Read today’s blog here: rbnenergy.com/daily-posts/bl…

Even after years of working in energy, there’s always more to discover about how the industry works. At #SchoolofEnergy, we bring together industry fundamentals, market dynamics, and practical analysis to help professionals connect the dots across the energy value chain. As Jon Westerman shared, even after 15 years covering the industry, the program offered valuable new insights. Missed the Fall 2026 program? School of Energy Encore gives you access to the full curriculum on demand, including expert-led sessions and hands-on Excel models. Explore Encore: rbnenergy.com/events/school-…

#NGL prices pulled further ahead of #naturalgas over the past month, pushing the #fracspread to $7.80/MMBtu on October 19, up 36% from a month earlier. Read the full story here: rbnenergy.com/daily-posts/an…

U.S. #LNG #feedgas surged to an all-time high last weekend, reaching the long-awaited 20 bcf/d milestone as winter peak operations ramp up across several terminals. Read the full story here: rbnenergy.com/daily-posts/an…

Building an #oil or #gas #pipeline can be a heavy lift, but getting permission to do it can take even longer. Years of reviews, agency coordination and courtroom battles have delayed projects and driven up costs. Today, we look at the #permittingreformbill being considered by Congress and what it would do. Read today’s blog here: rbnenergy.com/daily-posts/bl…

The Natural Gas Master Class is tomorrow! Join Lindsay Schneider for a full day focused on turning #naturalgas data into market insight. From #pipeline flows and regional balances to modeling #production and #demand, the session is designed to help you build a more practical framework for understanding changing market dynamics. Last chance to register: rbnenergy.com/events/confere… #NATGASMasterClass