RBAC’s 25Q4 Global Gas Market Overview
Global gas and LNG markets are entering a complex phase. Asian demand, led by China’s industrial recovery and India’s expanding gas use in transport, continues to grow steadily, while Europe is balancing modest demand recovery against storage tightness and the legally bound phase-out of Russian LNG and pipeline imports. At the same time, North America […]
A Short History of the Shale Revolution
Origins of Shale Gas Production Shale gas is natural gas found in low-permeability sedimentary rock formations deep beneath the surface. Although small amounts of shale gas were produced as far back as the 1800s, for much of the 20th century it was not a major resource because it was difficult and costly to extract. One […]
Winter Storm Fern: La Niña’s Freeze Sends Natural Gas Prices Soaring
La Niña Sets the Stage Leading into Winter 2025-26 much of the talk was about the possibility of a La Nina Winter. A La Nina pattern emerges when the surface temperatures of the Pacific Ocean fall below average. While the shift in ocean temperatures may seem insignificant, it can shift the “Jet Stream”, the fast-moving […]
New Power Plants Surging in the Permian Basin
Modeling the Impact of New Gas-Fired Generation in West Texas West Texas is one of the hottest places for natural gas and electric generation, experiencing substantial growth in both supply and demand for each. The Permian Basin, sitting on the Western edge of Texas, continues to create plentiful gas supply in the region, to the […]
From Climate-First to Energy Security-First: Davos 2026 Part 2
What This Shift Means for Natural Gas, LNG, Power, and Global Growth Part 2 In Part 1, we explored how Davos 2026 highlighted the limits of energy strategies that underweighted reliability, cost, and infrastructure. In Part 2, the focus shifts to what is now forcing the issue: surging electricity demand from AI and data centers, […]
From Climate-First to Energy Security-First: Davos 2026
What This Shift Means for Natural Gas, LNG, Power, and Global Growth Part 1 “Energy and geopolitics were always interwoven. But I have never ever seen that the energy security risks are so multiplying and the dark and long shadow of geopolitics on energy sector overall. So, therefore energy security in my view should be […]
Beyond Oil: Could Venezuela Be a Natural Gas Powerhouse?
History of Venezuela Energy South America is home to vast resources of oil and gas with Venezuela being particularly notable as it possesses the largest proven oil reserves and is top ten in proven natural gas reserves in the world. However, these reserves have yet to reach their full potential due to a myriad of […]
Data Centers and LNG Play 3D Chess for Natural Gas Part 2
If Part 1 describes why demand for natural gas is accelerating from multiple directions at once, Part 2 addresses the dynamics to the infrastructure equation and whether it can realistically keep up. A 3D Chessboard As outlined in part 1, AI Load, LNG Demand and Infrastructure have created three-dimensional dynamic: AI Data Centers – Large, […]
Data Centers and LNG Play 3D Chess for Natural Gas Part 1
This article is organized into two parts. Part 1 examines the accelerating collision between AI-driven electricity demand and LNG export growth. Part 2 explores the infrastructure constraints and growing local resistance that complicate how and if these competing demands can be met. Upsetting the Apple Cart In a recent essay, one experienced industry analyst noted […]
25Q3 Insights, Using GPCM to Capture AI’s Growing Energy Footprint
25Q3 has been awash with stories, new articles, and reports about the impact of AI and data centers on energy demand, and justifiably so – the billions of dollars already invested in digital and physical infrastructure will only increase in the coming years. We at RBAC continue to evaluate information about data center demand, particularly […]
