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Q1 2026 Earnings Calls: TotalEnergies Doubles Down on LNG Projects
RBN Energy - Daily Energy Posts May 15, 2026 | 19:17 pmIn its Q1 2026 earnings call, TotalEnergies made clear that, unlike some of its European peers, it is not retreating from hydrocarbons.
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U.S. Rig Count Climbs Three to 551; Permian Leads as Oil-Directed Rigs Jump
RBN Energy - Daily Energy Posts May 15, 2026 | 19:15 pmU.S.
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Q1 2026 Earnings Calls: Kinetik Increases Estimate for Waha-Related Shut-Ins
RBN Energy - Daily Energy Posts May 15, 2026 | 16:54 pmKinetik shut in about 170 MMcf/d of Permian natural gas production due to low Waha prices during Q1 2026, which was more than offset by “spread-based marketing gains” which helped it post a record quarterly EBITDA of $251 million, the[…]
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Summertime ... and the Blendin’ Is Easy – Fuel Waiver May Lower Costs, Boost Gasoline Supplies
RBN Energy - Daily Energy Posts May 15, 2026 | 05:00 amAn emergency fuel waiver by the Environmental Protection Agency is allowing refineries and refined product terminals to supply gasoline with a higher Reid vapor pressure this summer than previously permitted. As we discuss in today’s RBN blog, the waiver may[…]
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Keep Pushin’ – Venezuela’s Crude Oil Terminals Need Minor Fixes, Major Overhauls to Boost Exports
RBN Energy - Daily Energy Posts May 14, 2026 | 05:00 amA lot of work must be done to revive Venezuela’s crude oil industry, which has suffered from years of poor management and underinvestment. Exports have rebounded sharply in early 2026, but much more could be done. Today, we outline the[…]
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Imports of Venezuelan Crude Soar to Highest Level Since 2019
RBN Energy - Daily Energy Posts May 13, 2026 | 19:09 pmAccording to this week’s EIA Weekly Petroleum Status Report (WPSR) for the week ended May 9, U.S. imports of Venezuelan crude soared to 588 Mb/d, the highest weekly volume since January 2019.
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Q1 2026 Earnings Calls: South Bow Says Strong Crude Demand Driving Pipeline Volumes
RBN Energy - Daily Energy Posts May 13, 2026 | 18:48 pmCrude oil throughput on the Canadian portion of the Keystone Pipeline was above contracted capacity at 616 Mb/d in Q1 2026, while volumes on the segment to the U.S. Gulf Coast averaged 709 Mb/d on strong global demand for export[…]
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U.S. Propane Inventories Build as Production Remains Strong
RBN Energy - Daily Energy Posts May 13, 2026 | 18:45 pmU.S. propane inventories posted the largest build for the corresponding week since our recordkeeping began in 2011, while production remained near record highs. Stocks continue to sit well above historical averages, reinforcing a well-supplied propane market.
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Strange Days Indeed – In a Year of Change, Market Fundamentals Are Key to Understanding What Comes Next
RBN Energy - Daily Energy Posts May 13, 2026 | 05:00 amIt’s been quite a year already, with energy markets roiled by the Iran war. To survive such swings, you need a deep understanding of market fundamentals so that you can anticipate their effects. That’s today’s subject and the focus of[…]
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VLGC Freight Rate to Japan Hits All-Time High
RBN Energy - Daily Energy Posts May 12, 2026 | 19:21 pmThe impact of the war in Iran, and the effective closure of the Strait of Hormuz have certainly impacted crude oil and LNG markets, but the LPG market hasn't gotten away unscathed by a long shot. Longer transit times, both[…]
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