Where the Natural Gas Market Gets Tight — and So What?
Winter is coming along with natural gas demand. Coupled with LNG exports and the new kid on the block, AI / data centers, that’s a lot of demand. But the United States has a lot of natural gas. U.S. dry gas production is expected to average approximately 112.5 Bcf/d this winter, up around 2.5 Bcf/d […]
How Traders (and Others) Could Use GPCM
How Traders (and Others) Could Use GPCM Use Case: Getting Natural Gas into New England during Winter The “Edge” of Tomorrow in Natural Gas Sometimes the most important thing a natural gas trader (or other market participant) can know is not where the price is going tomorrow, but where the system is vulnerable. The winter […]
RBAC’s November Seminar: When the Market Changes, Can Your Analysis Change With It?
It’s not just a normal seminar we’re holding in Houston on November 18th. Look at the state of the market. Even in tumultuous times, it has been quite a few weeks for natural gas and LNG. Europe is once again competing with Asia for LNG. Buyers in China, India and Pakistan have been responding to […]
The Biggest Natural Gas Pipeline Projects You Should Know in 2026 Part 2
Projects most likely to change gas flows, prices, LNG supply and energy security Part 2: Where Pipelines Meet Geopolitics In Part 1, we looked at major pipeline developments in North America and Europe. North America is seeing large new pipelines built around takeaway capacity for growing production and feeding both LNG exports and power demand, […]
I Asked If Gas Could Be Argentina’s Silver Lining. Here’s What Happened Next.
Argentina’s Gas Future Is Taking Shape A few years ago, I asked whether natural gas could be Argentina‘s “silver lining,” writing about Argentina’s enormous Vaca Muerta resource and asked the critical question: Could Argentina actually get that gas to market? At the time, things to watch: reversing regional pipeline flows as Bolivian production declined, accessing […]
The Biggest Natural Gas Pipeline Projects You Should Know in 2026
Projects most likely to change gas flows, prices, LNG supply and energy security Assessing Pipeline Projects Around the Globe We previously covered some of the largest LNG export projects in the United States as well as export growth in other countries. But today’s pipeline projects deserve the same spotlight because they determine whether gas can […]
What Would Happen if Power of Siberia 2 Came Online Earlier than Expected?
Power to Change the World? Power of Siberia 2 sounds like a Russia-China pipeline story. And on the surface (or below ground actually), that is exactly what it is. Russia needs new outlets for the gas once aimed at Europe. China wants more energy security, more supply diversity, and fewer risks tied to long maritime […]
Columbia Conference on Climate & Energy – What’s The Better Path?
What is the Best Policy for People and the Environment? The Santa Marta Paradox When the Guardian wrote “euphorically” about the recent Santa Marta conference in Colombia about the local enthusiasm toward phasing out particular energy sources, they may have missed some key details. To many of the delegates, their view is simply that the […]
What the Data Shows Us About Building Natural Gas Pipelines Part 3
In Parts 1 and 2, we explored how pipelines and markets evolved from regulation to competition. In Part 3, we examine how the market evolved from 1997 to the market we know today, beginning with how participants tried to forecast and plan within a system that had become too complex to see all at once. […]
What Trump’s Use of the Defense Production Act Means for Oil & Gas, and What It Doesn’t
Energy Security is National Security On April 20, 2026, the Trump administration invoked Section 303 of the Defense Production Act of 1950 (DPA) across oil, natural gas, LNG, power generation, grid infrastructure, and coal. The federal government is now stating explicitly that energy production and infrastructure shortfalls now constitute a national defense risk, and that […]
