Could a President Really Waive the Jones Act?
Key Question in an Energy Emergency Q: Could a President simply waive the Jones Act to rush energy (oil, refined products, fuels, LNG) to constrained markets like California, the Northeast, Hawaii, Puerto Rico, Guam, et al? A (short version): Yes. And No. Though a panacea it is not. So, then what could he do that […]
Iran and Natural Gas
RBAC’s Edward O’Toole, Robert Kachmar, and Cyrus Brooks joined host Armando Cavanha to discuss key questions surrounding the evolving situation in the Middle East, including: What is at stake with potential disruption to the Strait of Hormuz, a critical chokepoint for global LNG trade? Which LNG suppliers and importing countries are most exposed to supply interruptions? What global and […]
RBAC’s 25Q4 Global Gas Market Overview
Global gas and LNG markets are entering a complex phase. Asian demand, led by China’s industrial recovery and India’s expanding gas use in transport, continues to grow steadily, while Europe is balancing modest demand recovery against storage tightness and the legally bound phase-out of Russian LNG and pipeline imports. At the same time, North America […]
RBAC Newsletter 2026 Issue 3
From AI Growth to Geopolitical Disruption: What’s Driving the Next Era of Natural Gas? Natural gas continues to serve as a key element in the global energy system, and this has been reinforced by rising as due to rapid growth from data centers and AI, combined with new LNG export projects coming online. Meanwhile geopolitical […]
RBAC Newsletter 2026 Issue 2
The Energy Trichotomy: Data Centers, LNG Growth, and Infrastructure Limits Just as many expected gas demand to plateau, a new wave of power needs is rewriting the outlook. Rapid growth in AI-driven data centers, semiconductor manufacturing, cryptocurrency operations, and global cloud infrastructure is pushing electricity demand higher in places not traditionally viewed as major load-growth […]
Beyond Oil: Could Venezuela Be a Natural Gas Powerhouse?
History of Venezuela Energy South America is home to vast resources of oil and gas with Venezuela being particularly notable as it possesses the largest proven oil reserves and is top ten in proven natural gas reserves in the world. However, these reserves have yet to reach their full potential due to a myriad of […]
RBAC Newsletter 2026 Issue 1
From AI to LNG: What Defined 2025 and What Will Shape 2026 2026 is almost here, and the global natural gas and LNG market is entering the new year more interconnected, more strategic, and more consequential than at any point in recent history. Before turning our attention to what lies ahead, it’s worth reflecting on […]
RBAC Newsletter 2025 Issue 12
Natural Gas: The Energy Fueling Tomorrow’s Tech Revolution As the world accelerates its push to build the digital infrastructure of the future, natural gas is emerging as a key force powering the tech revolution. Surging energy demand from data centers fueling artificial intelligence, cutting-edge semiconductor manufacturing, crypto operations, and global cloud computing networks is reshaping […]
2025 User Conference Recap
RBAC welcomed users, partners, and industry leaders to Houston for the 2025 Gas & User Conference—three days of market intelligence, hands-on model exploration, technical deep dives, and collaborative discussions about the future of natural gas, LNG, and global energy markets. Ed O’ Toole and Scott McKenna Presenting This year’s theme centered on market fundamentals, scenario-driven […]
From Climate Alarm to Human Welfare: Bill Gates’ New Energy Equation
In a recent discussion between Cyrus Brooks and Armando Cavanha, the two explored Bill Gates’ latest reflections on climate policy, his article “Three Tough Truths About Climate,” and what his evolving stance reveals about the intersection of energy, economy, and human welfare. As global leaders and innovators reconsider how to balance environmental ambition with real-world […]
