RBAC’s Fall Seminar:
LNG Growth, Power Demand, Infrastructure and a Shifting Gas Market
Exploring North American and Global Markets with RBAC
On November 18th, energy industry professionals, executives, and decision-makers will gather in Houston’s iconic Galleria district for a seminar focused on RBAC’s 26Q3 outlook for the natural gas and LNG markets.
Attendees will gain insights into the short, medium, and long-term outlook for natural gas, explore potential market scenarios, and learn how these scenarios could impact the market through analysis using the GPCM® Market Simulator for North American Gas and LNG™ and G2M2® Market Simulator for Global Gas and LNG™.
Read on to learn more about the event’s topics and speakers, and click the button below to register. Don’t miss this opportunity to gain valuable insights into the future of natural gas and LNG markets.
Date: Wednesday, November 18th, 2026
Time: 9:15 AM – 1:00 PM
Venue: The Westin Galleria, Chevy Chase Room (3rd level)
Ticket Price: Complimentary
Parking: Valet or Free Parking at Galleria
Agenda
| Time | Agenda |
|---|---|
| 9:15–10:00 AM | Registration, Coffee & Networking |
| 10:00–10:05 AM | Welcome |
| 10:05–10:40 AM | North American Natural Gas Market Outlook |
| 10:40–11:15 AM | Global Gas & LNG Market Outlook |
| 11:15–11:25 AM | Break |
| 11:25 AM–12:00 PM | The Next Phase of LNG Market Development: Commercial Evolution and Strategic Risk |
| 12:00–12:15 PM | Q&A, Final Remarks |
| 12:15-1:00 PM | Networking & Light Refreshments |
Why Attend?
The purpose of the seminar is not simply to present a single forecast, but to help participants understand the forces behind the outlook and the range of outcomes the market may face. Attendees will hear RBAC’s latest North American and global views, see how major market assumptions interact, and have an opportunity to discuss their own questions with RBAC analysts and other energy professionals.
- Latest North American natural gas outlook: supply, demand, prices, basis, storage, pipeline flows and LNG exports.
- Latest global gas and LNG outlook: liquefaction, regasification, trade flows, regional balances, storage and prices.
- LNG growth and its effects on North American supply, infrastructure and regional markets.
- Data-center and AI-driven electricity demand and the implications for gas-fired generation.
- Pipeline expansions, bottlenecks and changing regional flow patterns.
- Scenario analysis: how different assumptions for demand, supply, weather, infrastructure and LNG can change the results.
- Direct discussion and Q&A with RBAC analysts.
What to Expect at This Event
A focused morning program designed for natural gas and LNG professionals, utilities, producers, pipelines, traders, consultants, investors and other market participants. The format will include concise market-outlook presentations, a scenario-focused third session, audience Q&A, and time before and after the program to meet with RBAC staff and other attendees.
SESSION 1: North American Natural Gas Market Outlook
What will LNG exports, power-sector growth, data centers and AI, new pipeline capacity and changing supply fundamentals mean for the North American gas market? This session will examine RBAC’s latest GPCM Base Case outlook for production, demand, prices and basis, regional flows, storage, pipeline utilization and LNG exports. It will also highlight the infrastructure developments and market constraints that could have the greatest effect on regional balances.
SESSION 2: Global Natural Gas Market Outlook
This session will delve into key aspects such as gas prices, gas balance, LNG regasification, pipeline interregional flow, demand versus consumption shortfalls, LNG production, and gas storage dynamics using RBAC’s G2M2 Market Simulator. It will also highlight the ability to change input data, add entities and infrastructure, and utilize a rigorous optimization model, along with the latest integration with PowerBI. This talk will provide a comprehensive overview of the global gas market, equipping you with the insights needed to navigate and excel in this dynamic industry.
SESSION 3: The Next Phase of LNG Market Development: Commercial Evolution and Strategic Risk
The LNG industry is entering a period defined less by scarcity and more by complexity. Significant new liquefaction capacity is expected from North America, Qatar, and other supply centers, while buyers face increasingly difficult decisions around security of supply, contract structure, portfolio flexibility, and long-term demand uncertainty. At the same time, geopolitical developments, shifting trade relationships, and energy transition policies continue to influence investment decisions across the LNG value chain.
This session examines the commercial evolution for LNG markets, including the changing balance between long-term and short-term procurement strategies, the growing importance of political and regulatory risk, the outlook for emerging demand centers, and the commercial consequences of an expanding global supply base.
It considers the key choices market participants face in this changing environment, as they seek to assess and manage strategic risk while positioning to capture market growth and achieve competitive success.
Speakers
Edward O’ Toole
Director of Global Gas Analysis, RBAC Inc
Edward O’ Toole is the Director of Global Gas Analysis and oversees the release of our quarterly global gas market forecast and advanced data visualization system: G2M2 Insights. He also provides advisory services for North American and global natural gas clients, develops visual analytics tools, and provides client training and support for the G2M2 market model.
Robert Kachmar
Director of North American Gas Analysis, RBAC Inc
Robert Kachmar is at the forefront of RBAC’s quarterly release efforts, his expertise in supply and demand fundamentals combined with his extensive knowledge of infrastructure projects contribute greatly towards his work on supply assumptions and demand projections for North America through the forecast period.
Stephen Thompson
Global Head, LNG, Natural Gas & Clean Fuel Advisors
Stephen Thompson has been global head of Poten Advisors since 2019, based in Houston. He has four decades of experience in the international energy industry including 20 years with Poten. He has overall responsibility for its LNG, natural gas, and clean fuels advisory services, spanning commercial, markets, technical and marine. Stephen is an expert in strategy, commercial project development, and marketing and procurement of LNG, as well as quantitative analysis, modelling, and forecasting.
Limited Seating
Seats will be limited. Register to join RBAC in Houston on November 18 for the latest natural gas and LNG outlook and a discussion of the scenarios that could reshape it.
Notice: This event may be photographed and recorded. By attending, you consent to RBAC’s use of event footage for marketing and communications.
About RBAC
RBAC is a market leader in global and regional gas and LNG market simulation systems, equips industry analysts with the best tools available optimize their investment strategies, M&A decisions, risk analysis, and policy development. Our expertise helps companies identify opportunities and define risks during the energy transition using reality-based fundamentals.
