Dive In - Natural Gas Producers, Utilities, Big-Tech Companies Racing to Power Data Centers

RBN Energy Blogcast

#Business #RBN #RBN Energy

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

год назад 11:14

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The pace of data center development accelerated in 2024, raising questions about how to power these energy-hungry behemoths. Natural-gas-fired plants are a go-to approach to helping local utilities provide the reliable, around-the-clock electricity that large-scale data centers need. Now, two giant oil and gas companies, ExxonMobil and Chevron, want to do something they’ve never done before: build gas-fired plants and sell power exclusively to data centers. And some utilities are partnering with big-tech companies on power plants of their own. In today’s RBN blog, we’ll discuss data center power needs and the unusual notion of building big gas plants to serve those customers.

1429 эпизодов

RBN Energy Blogcast

Dive In - Natural Gas Producers, Utilities, Big-Tech Companies Racing to Power Data Centers

RBN Energy Blogcast

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published год назад

MP3•Главная эпизода

1429 эпизодов

#Business #RBN #RBN Energy

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RBN Energy Blogcast

1
Personality Crisis - What's Ahead for New England's Power Grid? Is More Gas Part of the Answer? 12:01

4 дня назад12:01

12:01

Two factors — public concern about soaring utility bills and President Trump’s strong opposition to offshore wind — are forcing New England to rethink its once-ambitious plans for a renewables-heavy electric grid and reassess how to meet its power-generation needs in the late 2020s and early 2030s. One possibility would be to expand the region’s access to piped-in natural gas, but midstreamers’ previous efforts to add pipeline capacity were beaten back time and again. In today’s RBN blog, we discuss New England’s ongoing debate about what to do next.…

RBN Energy Blogcast

1
Turn the Beat Around - Gas Producers Drive Q4 Earnings Growth as Oil Prices Languish 13:57

5 дней назад13:57

13:57

Most conversations and analyses around hydrocarbon prices tend to focus on crude oil, if for no other reason than the direct exposure we experience when filling up at the pump. After the commodity price crash in early 2020, which threatened the financial stability of U.S. E&Ps, a subsequent surge in oil prices drove a remarkable recovery, winning back investor confidence in the industry. Crude realizations have subsequently declined, slowly but steadily eroding producer results. Fortunately, the outlook for natural gas, which represents just under half the total output of our 38 U.S. E&Ps, has begun to brighten. In today’s RBN blog, we analyze Q4 2024 results for the major E&Ps we cover with a focus on the impact of rising natural gas prices.…

RBN Energy Blogcast

1
Here, There and Everywhere - Despite Trade Frictions, Enbridge Forges Ahead with Pipeline Expansions 12:22

6 дней назад12:22

12:22

It might seem crazy to talk about expanding crude oil and diluent pipeline systems between Canada and the U.S. amid what could escalate into an all-out trade war between the two nations. However, Enbridge, one of the largest pipeline operators in the world, is doing just that — actively planning and investing in pipeline expansions for its Mainline, Express-Platte and Southern Lights systems that would help move an ever-rising tide of Canada’s oil sands crude to market in the years ahead. We examine Enbridge’s plans in today’s RBN blog.…

RBN Energy Blogcast

1
Sail Away - Proposed U.S. Fee on Chinese Ships Would Drive Up Costs, Upend Global Energy Logistics 10:14

7 дней назад10:14

10:14

Huge fees may be coming to ships built in China each time they arrive at a U.S. port. During a hearing in Washington on Monday, the Office of the U.S. Trade Representative (USTR) heard comments on its January 2025 study that laid out China’s strategy to achieve dominance in the global maritime, logistics, and shipbuilding sectors — a strategy that has worked spectacularly. Since 1999, China’s share of the global shipbuilding market has soared from 5% to 50%. The USTR argues that China’s growing control over the maritime sector poses serious economic and national security risks to the U.S., making immediate action necessary. Proposed measures include imposing port fees from $1 million to $1.5 million per port entry. If implemented, the fees would substantially increase costs for exports and imports using Chinese ships. That could have incredibly disruptive impacts on most oceangoing transport, and energy products are no exception — unless they get an exception! In today’s RBN blog, we explore the background of the USTR’s China port-fee proposal and what it could mean for global energy logistics.…

RBN Energy Blogcast

1
Do You Realize? - Propane Wholesalers Tasked With Balancing Seasonal Demand, Steady Production 8:51

8 дней назад8:51

8:51

More than 9 billion gallons of propane were delivered to U.S. consumer markets in 2024, primarily for residential heating and cooking. Demand is highly seasonal, which brings a unique set of challenges for buyers, especially on the wholesale side of the market, but production tends to be steadier over the course of the year. In today’s RBN blog, we show how wholesalers balance supply and demand and the critical role of the winter-to-summer ratio.…

RBN Energy Blogcast

1
Don't Stop - Enbridge, Plains All American Offer Full Range of Permian-to-Gulf Infrastructure 12:38

11 дней назад12:38

12:38

A half dozen large midstream companies provide the full gamut of “wellhead-to-water” services for Permian-sourced natural gas and/or NGLs, and a couple of those offer the same for crude oil as well. For Enbridge and Plains All American, the clear focus has been on crude — pipelines, storage and marine terminals — though Enbridge has been rapidly expanding its portfolio of Permian-to-Gulf gas assets too. In today’s RBN blog, we look at what Enbridge and Plains have and what they are planning.…

RBN Energy Blogcast

1
The Waiting Game - Mexico Hoping for Boom in LNG Exports, But Major Hurdles Remain 10:26

12 дней назад10:26

10:26

Mexico’s LNG sector has seen notable advancements in the past year, including new export project announcements and strategic investments. But many of the proposed LNG projects require extensive pipeline buildouts — no easy task south of the border and perhaps the biggest impediment most of the export projects face. In today’s RBN blog, we’ll look at where things stand with Mexico’s LNG sector and the export projects under development.…

RBN Energy Blogcast

1
AECO Prison Blues - Western Canadian Gas Prices Stuck Behind Bars, Even After Winter Price Surges 14:06

13 дней назад14:06

14:06

Western Canada’s natural gas market never really seems to catch a break. Prices this winter have remained well below those across much of the rest of North America thanks to an all-too-common combination of insufficient pipeline export capacity from the region, bloated gas storage and robust supply growth. Even with forward price prospects for much of the rest of the continent looking buoyant, with more gas expected to head to expanding Gulf Coast LNG terminals and a storage-refill season that will be stronger than last year, price upside for Western Canada looks to be minimal at best and will be partly dependent on the rate of gas intake to LNG Canada, as we explain in today’s RBN blog.…

RBN Energy Blogcast

1
You Can't Always Get What You Want - Gulf Coast Refiners to be Tested by Loss of Venezuelan Crude 12:07

14 дней назад12:07

12:07

The Trump administration announced on February 26 that it is ending Chevron’s permit to operate in oil-rich Venezuela, which will halt U.S. imports of Venezuelan crude by early April. These changes, combined with other recent developments, are likely to significantly impact complex U.S. Gulf Coast refiners relying on heavy crude. In today’s RBN blog, we’ll discuss these impacts — an issue our Refined Fuels Analytics (RFA) practice examined in its recently updated Future of Fuels report.…

RBN Energy Blogcast

1
Don't Stop - ONEOK, MPLX Ramp Up Their Permian-to-Gulf Infrastructure, Sometimes in Tandem 11:56

15 дней назад11:56

11:56

Crude-oil-focused drilling and completion in the Permian Basin is generating fast-increasing volumes of associated gas — and creating opportunities for midstream companies that provide “wellhead-to-water” services for natural gas and NGLs. ONEOK has become a much bigger player in this space via several transformational acquisitions and MPLX has been making moves of its own. (The companies also are working together on a new LPG export terminal — and more.) In today’s RBN blog, we continue our review of Permian-to-Gulf midstreamers’ expansion plans with a look at what ONEOK and MPLX are up to.…

RBN Energy Blogcast

1
Pastures of Plenty - PADD 4 Pipeline Connections, Higher Output Help it Balance Crude Market 11:32

18 дней назад11:32

11:32

The Rocky Mountain region (PADD 4), with a population that is both smaller and more spread out than other parts of the Lower 48, consumes only around 650 Mb/d of refined products — just one-fourth the volume of the next-smallest PADD. That limits the need for refinery capacity, which matches the region’s average annual consumption and is only outstripped in the summer months. Yet, the Shale Revolution has impacted the Rockies as much as any other region, boosting production in the Denver-Julesburg (DJ) and Uinta basins, and the Montana portion of the Bakken. At the same time, the area has also seen increasing volumes coming in from PADD 2 and Canada. In today’s RBN blog, we’ll look at how PADD 4 dispenses these barrels and its role in balancing continental crude oil supply and demand.…

RBN Energy Blogcast

1
Road to Alaska - Long-Dormant Alaska LNG Project Sees Renewed Interest After Support by Trump 13:25

19 дней назад13:25

13:25

President Trump’s flurry of executive orders upon returning to office included one titled “Unleashing Alaska’s Extraordinary Resource Potential,” which aims to see the realization of the long-dormant Alaska LNG project, a multibillion-dollar plan to bring natural gas several hundred miles from Alaska’s North Slope to Anchorage and Cook Inlet for eventual liquefaction and export. The president’s endorsement renewed interest in a project that has been on the drawing board for more than 30 years. In today’s RBN blog, we look at why there is renewed interest in the project, some of the hefty challenges it would need to overcome, and why many still see it as a long shot.…

RBN Energy Blogcast

1
Let Me Be Myself - Location, Connectivity, Quality Help Set Apart WTI Futures Contracts 11:43

20 дней назад11:43

11:43

As the global crude oil market continuously evolves, so do the tools that traders, refiners and producers rely on to navigate its complexities. Among these tools, futures contracts play a pivotal role, allowing market participants to manage risk and ensure liquidity. In today’s RBN blog, we’ll explore what sets apart two major futures contracts for West Texas Intermediate (WTI) crude oil, focusing on the differences in location, connectivity and quality — and how those distinctions define their roles in the market.…

RBN Energy Blogcast

1
Personality Crisis - Its Offshore Wind Plans Thwarted, New England Wonders What to Do Next 11:38

21 день назад11:38

11:38

New England is determined to shift toward a greener electric grid, but the region’s plan to slash its current reliance on natural gas (and backup fuel oil — and sometimes coal) by ramping up offshore wind and solar (and backup batteries) has hit a seemingly immovable object. President Trump, a staunch opponent of offshore wind, on Day 1 of his second administration ordered a halt to new leases and permits and directed his Interior Secretary to review existing permits. As we’ll discuss in today’s RBN blog, those moves have left New England power planners scratching their heads, and may even resurrect the possibility of expanding natural gas pipeline capacity into the region.…

RBN Energy Blogcast

1
We Should Be Friends - Tech Giants Increasingly Turning to Natural Gas to Power Data Centers 13:18

22 дня назад13:18