Where the Natural Gas Market Gets Tight — and So What?
Download PDF Download Word Introduction 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 […]
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 […]
Solitude in a Crowded Room
Solitude in a Crowded Room They say three is a crowd, and West Texas just got more crowded. RBAC recently wrote about the abundance of new pipeline egress under development in the West Texas Permian Basin. In our recent article “Can New Pipeline Capacity Keep Up with Permian Production?,” published on August 4th, we provided […]
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, […]
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 […]
Can New Pipeline Capacity Keep Up with Permian Production?
Natural Gas Goes Negative One of the most interesting Natural Gas market phenomena in the last few years is the behavior of Waha Hub natural gas prices, or lack thereof. What I mean is that gas producers have had to accept negative prices for their production, to keep more valuable oil flowing. This phenomenon was […]
Europe’s Search for Gas Security: Norway’s Expanding Role in a Tightening Global LNG Market
Europe’s search for gas security increasingly centers on the balance between dependable regional supply and exposure to a volatile global LNG market. Norway stands prominently as a pillar to that strategy, with extensive offshore production and a direct pipeline network to Europe, helping to stabilize supply and reduce reliance on seaborne cargoes during periods of […]
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 […]
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 […]
Evaluating 2026 AEO Natural Gas and Power Demand
The Energy Information Administration (EIA) published their 2026 Annual Energy Outlook (AEO) on April 8, 2026. This report, which “explores medium- and long-term alternative futures in the United States” for energy supplies, is published in the spring of each year. It is reviewed by analysts, government officials, utility operators, and industry members nationwide. RBAC closely […]
