Growth Meets Uncertainty: The Forces Reshaping North American and Global Gas
Surging power demand from AI and rising LNG export capacity are ushering natural gas into a new phase of growth, at the same time that geopolitical disruptions are at an all-time high, exposing the vulnerability of global gas supplies at choke points.
With the conflict in the Middle East still unresolved and eyes fixed on the Strait of Hormuz, market players may continue to hold their breath, while staying alert to both developments and what the next upheaval might be.
In this edition of the RBAC Newsletter, we look beyond forecasts to examine some of the factors shaping future gas and LNG markets. From our upcoming LNG seminar to highlights from our quarterly outlook for global natural gas, these stories provide additional context for understanding where the market may be headed next.
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Top Stories in Natural Gas and LNG from Around the World
- Europe risks starting winter with gas stocks at 15-year low
- Eni takes 32% stake in Vaca Muerta blocks for Argentina LNG
- SpaceX Is Reportedly Planning To Build Its Own Natural Gas Pipeline In Texas
- Scientists find more oil and gas in Texas after decades of drilling
- USA approves first floating LNG terminal Delfin FLNG 1 Samsung Heavy
Quick Brief – The 250-year History of U.S. Energy Consumption
The United States will be celebrating its 250th birthday this coming 4th of July and with that in mind we will take a quick look at the overall history of energy usage since the founding of the nation in 1776.
For about 100 years wood made up the bulk of fuels being utilized in the United States, this changed around 1850 when coal joined the energy mix and surpassed wood in usage only 30 years later. It would be another century for the next shift in energy with petroleum surpassing coal in 1950.
Since then natural gas and petroleum have jointly made up the vast majority of the U.S. energy mix. Following the pattern since the beginning of the nation, a massive shift in energy usage occurs every 100 years. With the last one being in 1950, the next one would take place around 2050 if the trend holds true.
Will the trend hold true and a big change is on the horizon? What will be the place of natural gas in the energy mix of the United States of 2050?
This is where the GPCM® Market Simulator for North American Gas and LNG™comes in to help analysts answer this very question. GPCM simulates historical and future natural gas industry activity. Historical simulations are used to help calibrate GPCM for use in forecasting future market conditions. Analysts can then use simulations for scenario analysis and forecasts for North American gas flows, price and basis.
Interested in seeing what changes will take place in the North American gas market over the next 2025 years and how GPCM can help you understand these changes?
Click here to learn more about GPCM and schedule a free software demonstration.
Announcements
LNG’s Unchartered Waters: Short-Term Disruption Against Long-Term Growth
RBAC is co-hosting a complimentary LNG market seminar on Wednesday, July 15th in Singapore.
Register for this free event here.
How will disruption around the Strait of Hormuz reshape LNG’s next growth cycle and demand outlook in Europe and Asia?
Time:  9:30 AM  – 1:00 PM Local Time (including lunch)
Speakers include:
• RBAC, Inc.’s Director of Global Markets, Dr. Ning Lin,
• S&P Global’s Director, Head of Asia Gas Research, Chong Zhi Xin, and
• LSEG’s Senior Research Specialist, LNG, Shruti Shah.
The speakers will address shifts in global LNG market dynamics, including geopolitical risks, evolving supply–demand balances, and changing pricing dynamics.
Articles & Media
Middle East Disruption, European Storage, and the Next LNG Supply Wave
With volatility caused by war, uncertainty, and perhaps even fear, what does RBAC see in its global gas and LNG outlook? In this article, our analysts break down both supply and demand outlooks by region, see where gas flows are shifting, and examine the impacts of conflict and uncertainty around the world.
Read: Middle East Disruption, European Storage, and the Next LNG Supply Wave
Essential Reading
Taken from the treasure trove of the writings from our energy experts. Here read technical insights and far-sighted analysis relevant through the lens of today’s energy.
Evaluating 2026 AEO Natural Gas and Power Demand
As energy planners and market participants look toward the future, long-term forecasts like the U.S. Energy Information Administration’s (EIA) Annual Energy Outlook (AEO) play a central role in shaping expectations and strategic planning. In this article, we evaluate the ins and outs of the AEO from our view and describe how you can make such an analysis.
RBAC is the market-leading supplier of global and regional gas and LNG market simulation systems used by the energy industry and related government agencies for over two decades. The GPCM® Market Simulator for North American Gas and LNG™ is the most widely used natural gas market simulation system in North America. RBAC’s G2M2® Market Simulator for Global Gas and LNG™ has been instrumental in understanding evolving global gas and LNG market dynamics and is vital to fully grasp and leverage the interrelationship between the North American and global gas markets.
