Africa’s Energy Moment: From Poverty to Abundance
Introduction Africa is at an important crossroads in its energy development. The continent possesses significant oil and natural gas resources, a rapidly growing population, and enormous potential for industrial development. At the same time, hundreds of millions of people continue to lack reliable electricity and access to clean cooking fuels. In today’s episode of the […]
RBAC Newsletter 2026 Issue 10
Natural Gas Markets in Motion: Demand, Infrastructure and LNG Natural gas markets rarely stand still. New LNG export capacity is coming online, power demand from data centers and AI continues to grow, new pipeline infrastructure is being developed, and geopolitical events can quickly alter the movement and price of gas around the world. From Houston […]
2026 RBAC User Conference Recap
The RBAC 2026 Gas & User Conference, held September 9th to 11th welcomed users, partners, and energy industry experts to Denver, Colorado, where over three days, we explored shifting natural gas and LNG markets, infrastructure development, rapidly growing power demand, new tools and approaches to market analysis, and especially, ever more practical ways to get […]
RBAC Newsletter 2026 Issue 9
Natural Gas: The Energy Fueling Tomorrow’s Tech Revolution 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. In this edition of the […]
Permian Pipelines, Local and Global Impacts
In a recent discussion hosted by Armando Cavanha, RBAC’s Robert Kachmar and Cyrus Brooks explored the relationship between Permian natural gas production, pipeline takeaway capacity, U.S. LNG exports, global energy security, European gas demand, and the rapidly growing electricity needs of data centers. The conversation highlighted how developments in a seemingly regional pipeline system can […]
Europe’s Search for Gas Security: Norway’s Expanding Role in a Tightening Global LNG Market
Europe’s search for gas security increasingly centers on the balance between dependable regional supply and exposure to a volatile global LNG market. Norway stands prominently as a pillar to that strategy, with extensive offshore production and a direct pipeline network to Europe, helping to stabilize supply and reduce reliance on seaborne cargoes during periods of […]
RBAC Newsletter 2026 Issue 8
Natural Gas: Records, Rerouting and Rising Demand 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. However, geopolitical shocks are once again reminding markets how […]
RBAC Newsletter 2026 Issue 7
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 […]
Middle East Disruption, European Storage, and the Next LNG Supply Wave
Global Gas and LNG Outlook for 26Q1 Overall, a tighter near-term market shaped by conflict and storage conditions, followed by a larger supply wave that changes the pricing environment before demand growth gradually catches up again. Twenty percent. That number explains why global gas outlooks everywhere changed so quickly following the start of the hostilities […]
RBAC Newsletter 2026 Issue 6
Beyond Forecasts: Evaluating the Future of Natural Gas and LNG More LNG, more exports, more demand, and more infrastructure investment. From expansion at Rio Grande LNG to new international supply agreements, the direction is clear. Yet making such projections may be the easy part. But how about understanding what could accelerate, constrain, or redirect that […]
