RBAC Inc., Energy Market Simulation Systems

Navigating Market Sensitivities: A Deep Dive into Winter Forecast Impacts on LNG Trade

Navigating Seasonal Uncertainties In the volatile world of LNG trade, understanding the impact of winter on market dynamics is crucial. This commentary introduces a novel approach: scenario planning as a strategic tool for navigating seasonal uncertainties. The key insight is that grasping market trends and dynamics is more critical than predicting exact price levels. This […]

Refinitiv-RBAC 2020 Winter Global Gas Balance Forecast

Facing the unprecedented uncertainties in 2020, Refinitiv and RBAC team jointly developed a 24-month forecast, exploring the interconnection between regional markets from both fundamental drivers and weather sensitivities. Utilizing RBAC’s G2M2® Global Gas Market Modeling System™, Refinitiv and RBAC explored the changing dynamics between US, Europe, and Asia LNG markets in terms of prices and […]

Impacts on LNG Imports and Natural Gas Consumption Due to the Coronavirus in China

Dr. Ning Lin, Jiaxin Yang and Birdy Chen, RBAC, Inc. In January 2020 the Coronavirus, also known as COVID-19, created a significant amount of uncertainty in the Chinese natural gas market. As China is also considered a major demand center for LNG, that uncertainty has also spread throughout the global gas and LNG market.  The […]

China’s Strategic Need to Open Doors for Foreign Investment in Upstream EP

Per Xinhua news agency, on Jan. 9, 2020, China’s Ministry of Mineral Resources announced today the opening of exploration and production to private investment. Domestic and foreign companies with local net assets of at least 300 million yuan ($43 million) can apply for licenses. The reform will take effect on May 1, 2020. This announcement […]

A Reality Check in the Wave of LNG Projects

As LNG trade becomes the fastest-growing segment of global gas and fuels much enthusiasm in investing in LNG facilities, it also presents a new concern to many participants in the market: with many competing LNG projects, do we have an oversupplied LNG market at hand? Two recent news in the past week was particularly interesting […]

How big is the deal – Impact of Trade War on LNG between the US and China

This is the first post in my mini-series of “track what matters” – a knowledge share for natural gas market analysis crowd. In this post, I discuss the logic to answer this question. I like to iterate – when you see the charts and numbers below, keep this in mind: this is not intended to […]