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 […]
RBAC Newsletter 2026 Issue 5
Gas in a Tighter World: Growth, Risk, and the New LNG Reality At the same time that surging power demand from AI and expanding LNG export capacity are ushering natural gas into a new phase of growth, geopolitical disruptions are highlighting just how vulnerable global gas supply chains remain. With the conflict in the Middle […]
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 […]
