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 […]
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 […]
