Will there be a Resurgence in the Gulf of Mexico?
What’s the Window of Opportunity for Energy Professionals? While oil and gas production in shale plays has gotten most of the glory in the last two decades and since 2016 for natural gas with exports opening up, the Gulf of Mexico (GoM) [also recently called Gulf of America] is poised for a comeback. Can it […]
Earth Day: People, Energy, and the Planet
Images from Adobe Stock Environmental protection is a human goal, and thus it follows it must also be (at least in part) for human good. Yet too often, the news and even some campaigners may leave out the very people they aim to protect. At RBAC, we see a different path. Our purpose is to […]
To Be or Not to Be – Russian LNG Revisited
Image from Adobe Stock There is no doubt we hear echos and rumblings of a possible return of Russian gas to Europe—not that it ever left, in actual fact. Let’s take a look at Russian LNG. In early 2024, RBAC’s Dr. Robert Brooks analyzed Russia’s LNG export strategy, highlighting challenges like Arctic logistics, limited market […]
The Double Prime Mover: Electricity Runs the Future, But Natural Gas Keeps It Running
In a recent post, Mark P Mills put it bluntly: “Electricity is the new oil,” pointing out that while oil powered the 20th century’s industrial growth, electricity is now the prime mover of the digital economy — from AI and data centers to EVs and cloud infrastructure. If that is true, then Natural Gas is […]
Beyond the Price Curve: How Natural Gas Market Simulation Reveals Real Opportunities
There IS uncertainty in energy markets. Even before major action on tariffs, on January 23, 2025, the U.S. Energy Information Administration released a report on rising natural gas prices. Rather than look at it from a simple duality, assuming LNG exports affects prices, let’s look deeper and farther about the problem of prices, supply and […]
Catching the Wave of LNG through Natural Gas Market Predictive Analytics
How are countries, governments and industry demanding, supplying (and marketing/trading) Natural Gas on the global market? Let’s do three examples: India – The Rising Tiger: The IEA’s latest report projects that India’s natural gas demand will rise by nearly 60% by 2030, reaching 103 billion cubic meters (bcm) annually. This growth is driven by rapid […]
Forecasting and Infrastructure
The Challenge of Investing in Natural Gas Infrastructure “If you think about what a bad mix …particularly short-term politics and long-term infrastructure are, and it really is the infrastructure that people have to make decisions on for the long term.” – Alan Armstrong, CEO of Williams Long-term Infrastructure versus Short-term Politics Large infrastructure projects such […]
Natural Gas Market Modeling and the DOE LNG Study
President Donald Trump, Source: Voice of America President Trump just canceled the “LNG pause”. It may make moot the recent DOE report done as part of President Biden’s “Pause” last year but most certainly makes moot former Secretary of Energy Granholm’s letter accompanying this report with a new Secretary soon to be appointed in Chris Wright, CEO of Liberty […]
Phillips 66 Makes a Move on NGLs
Phillips 66 has recently acquired EPIC for $2.2 billion which is a significant move in the NGL market. CEO, Mark Lashier believes that this move will better position Phillips 66 as a downstream energy provider and helps to optimize their NGL value chain. But what exactly are NGLs and why are they significant? Natural Gas […]
Planning for the Future in Energy
Dr. Robert Brooks on the Energy Bytes Podcast – Part 3 [To get the full scoop, watch Dr. Robert Brooks on the Energy Bytes podcast here.] https://www.youtube.com/watch?v=L0WWFfaRDMU Energy Companies and Future Planning under Different Systems In a democracy like the United States, energy companies constantly face challenges when it comes to long-term planning. The political […]
