Gas, Geopolitics, and the Grid: Key Signals from CERAWeek 2026
CERAWeek 2026 wrapped up against a backdrop of tightening supply and demand balances and rising geopolitical risk: conditions that are rapidly reshaping how natural gas, LNG, and infrastructure are being evaluated across global markets. This year’s theme, “Convergence and Competition: Energy, Technology and Geopolitics,” proved less aspirational than pragmatic and predictive, as discussions repeatedly circled […]
Market Focus: LNG Supply Shocks Expose Limited Market Flexibility
In this Market Focus episode of the Oil & Gas Journal ReEnterprised podcast, Conglin Xu, managing editor (Oil & Gas Journal), economics, takes a look into the LNG market shock caused by the effective closure of the Strait of Hormuz and the sudden loss of Qatari LNG supply as the Iran war continues. Xu speaks with Edward […]
RBAC Newsletter 2026 Issue 4
Geopolitics Bring Giant Changes to Natural Gas Markets Just as AI-driven power demand and new LNG export capacity are pushing natural gas into a new growth phase, geopolitical shocks are once again reminding markets how fragile global gas flows can be. In this edition of RBAC’s newsletter, we look at top stories in natural gas […]
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 […]
