It’s not just a normal seminar we’re holding in Houston on November 18th. Look at the state of the market.
Even in tumultuous times, it has been quite a few weeks for natural gas and LNG.
Europe is once again competing with Asia for LNG. Buyers in China, India and Pakistan have been responding to high prices and supply disruptions, while expecting demand to rebound when (and if) conditions normalize. At the same time, QatarEnergy, while extending force majeure, has reportedly been looking for additional U.S. LNG supply extending as far as 2031. And behind all of this is a massive wave of new liquefaction capacity expected from North America, Qatar (when the war is over) and elsewhere.
But the headlines change daily.
So, perhaps the more important question is: when the market changes, can your analysis change with it?
That was one of the themes running through our recent 2026 RBAC User Conference. Natural gas markets have become increasingly interconnected. Pipeline projects in West Texas affect LNG exports. An event halfway around the world can work its way back into North American prices and flows, and even projects. New electricity demand from data centers can alter assumptions about how much gas will be needed, and where it will be needed. An analysis can both give insight and raise more questions.
In our recent Solitude in a Crowded Room analysis, for example, we looked at the impact of this major Permian takeaway project just taken FID. This increased capacity showed significant price impacts. But it also raised more questions: What if Permian production is higher? What if the gas-to-oil ratio changes? What happens to Haynesville? What additional infrastructure might be needed between Katy and Gulf Coast LNG facilities?
The useful thing about a market model is that you not only can gain insights from the original scenario, but also find answers to the questions that the results flush out.
You can change assumptions and look again.
That is part of what we will explore at the RBAC Natural Gas and LNG Seminar in Houston on November 18, where we will present updated North American and global market analyses using GPCM® and G2M2® and look at some of the forces now reshaping those markets.
We are also pleased to welcome Stephen Thompson, Global Head of LNG, Natural Gas & Clean Fuel Advisors at Poten & Partners, for a special guest presentation:
“The Next Phase of LNG Market Development: Commercial Evolution and Strategic Risk.”
Stephen will look beyond simply how much LNG may be produced or consumed and examine the commercial decisions underneath it: long-term versus short-term procurement, security of supply, portfolio flexibility, political and regulatory risk, emerging demand centers, and the strategic consequences of a rapidly expanding global supply base.
I’d make it about the complementary expertise of all three, while keeping it almost exactly the same length:
Together, Stephen Thompson, RBAC’s Robert Kachmar, Director of North American Gas Analysis, and Edward O’Toole, Director of Global Gas Analysis, bring decades of experience across North American gas, global LNG, market modeling, trading, infrastructure, and commercial strategy to the questions and uncertainties now facing the industry.
Because the question isn’t simply what will the natural gas and LNG market look like?
It is also: What happens when something changes? And how do we test it?
Those are good questions to ask.
Join us in Houston on November 18.
