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 […]
2024’s Key Themes for Natural Gas and LNG
What are the key themes to emerge in Natural Gas and LNG so far in 2024? Top industry organizations have weighed in on the matter, including the IGU in their world LNG report. Some takeaways with graphs from RBAC include: Supply Constraints and Equilibrium: The global LNG market has reached a newfound but fragile equilibrium […]
Global Natural Gas Disruptions and the Role of Energy Market Simulation
RBAC’s Founder and CEO, Dr. Robert Brooks, joins David Blackmon to discuss exactly what energy market simulation is and its purpose in modeling real-world scenarios such as conflict in the Red Sea, slowdowns in the Panama Canal, reduced gas flows to Europe from Russia, the U.S. LNG export project permitting pause, and growth of emerging […]
Is Natural Gas Argentina’s Silver Lining?
Argentina has the second largest shale gas reserves in the world; with a new president having to face the dark clouds of rampant inflation and economic chaos, could their natural gas be the silver lining they are looking for? Argentina’s President-elect, Javier Milei, a free-market economist and libertarian, has a herculean task in front of […]
