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 […]
From Russia to the Rest: How Europe’s Russian Gas Ban Could Reshape Global Energy Trade
Introduction The European Union has indicated it may expedite the process of eliminating all purchases of energy from Russia by 2026, a year earlier than currently outlined in the REPowerEU roadmap. The goal of this roadmap is to stop all imports of Russian energy whether it is natural gas, oil, or uranium. For now the […]
Narratives Be Damned: The Golden Era of Natural Gas Is Here
Hat tip to Tsvetana Paraskova for Wall Street Re-Discovers Oil, and gave me a thought, “What about gas?” Well, despite streams of rhetoric against use of natural gas, and streams of disinformation about this simple molecule of one carbon and four hydrogen atoms, the industry and investors are showing impressive resilience. Let’s look at the […]
What Rising LNG Supply Means for Prices: U.S. vs. Global Expansion
The United States currently leads the LNG market in terms of exports with 14.49 Bcf/d worth of existing capacity. The global LNG market is rapidly expanding, and every country wants to get in on the action whether it’s through investments into import or export infrastructure. The United States is determined to not lose its top […]
Forecasting the Surge: Virginia Data Centers, Natural Gas, and the Power Demand Puzzle
Virginia is home to many things – the nation’s capital, some of the worst traffic in the country, and 7.6 GW of data center IT load, according to Mordor Intelligence, or about 600 facilities. That’s more computing capacity than anywhere else in the country (or even the world), and that’s only expected to increase in […]
Can Natural Gas Fuel Bangladesh’s Next Phase of Economic Growth?
Bangladesh, with the world’s 8th largest population and a consistent GDP growth rate of above 5% over the last three decades, was experiencing a severe energy crisis in 2023 that brought a large portion of the nation’s power capacity offline and forced power cuts for over 100 days. The government made several moves to bring […]
G2M2 Versus the Forward Curve
Everyday market participants, through their collective buying and selling of natural gas futures, help determine the forward curve settlement prices. Each participant has their own opinion of what the “fair market value” of natural gas is or should be. We all know opinions are often biased by our natural position – are we a producer […]
From Guesswork to Strategy: Why Energy Modeling Is Mission-Critical
In the energy world, few decisions are small. An asset acquisition. A pipeline expansion. A long-term LNG contract. Even a hedging strategy or a power generation asset planning decision can lock in costs—or opportunity—for years to come. With the weight of these choices, topflight executives count on advanced methods to guide billion-dollar strategies. Figure 1 […]
Rethinking Energy Demand Through 2050: Review of the EIA Annual Energy Outlook 2025
What Happens If the AEO 2025 Basic Assumptions Get Significantly Altered? As energy planners and market participants look toward the future, long-term forecasts like the U.S. Energy Information Administration’s (EIA) Annual Energy Outlook (AEO) play a central role in shaping expectations and strategic planning. But what happens when the assumptions fundamental to those forecasts are […]
