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 […]
Who provides the greatest value for US LNG – A deep dive into LNG imports for Asia
I shared with you the Asian gas balance chart last week and promised to continue this story. Here this goes. When we look into LNG imports in Asia, we need to get a closer look at the various importing markets, as they have different needs and hence characteristics for LNG demand. It is a critical […]
Putin Knew
Last week Bloomberg on MSN glibly reported that the Trump administration had conceded defeat in its effort to stop Russia’s Nordstream 2 pipeline. According to the article, the pipeline was already nearly complete and the latest sanctioning under the National Defense Authorization Act (NDAA) had failed. https://www.bloomberg.com/news/articles/2019-12-18/u-s-concedes-defeat-on-nord-stream-2-pipeline-officials-say CNBC agreed with Bloomberg stating that the NDAA […]
Are Natural Gas Write-Downs a Temporary or Long-Term Phenomenon?
There is a lot at stake in the current natural gas environment that impact not only the natural gas players but the entire energy industry. To realize how much is at stake, we only need to look back a week to an article from the Wall Street Journal discussing Chevron’s $10 Billion write down. The […]
Where will China get its future LNG and why?
Risks and Opportunities for China in the Evolving Global Market for Natural Gas Dr. Robert Brooks, Founder, RBAC, Inc. To achieve the economic and environmental objectives set forth by President Xi and the CCP earlier this year, China must substitute a huge amount of coal use in industry and electricity production with cleaner alternatives such […]
RBAC’s Role in Bringing Energy to a Billion People Still in the Dark
Photo by Tope. A Asokere on Unsplash “The mission of RBAC is to contribute to the prosperity of mankind through improvements in the quality and ethics of economic decisions made by the energy industry. This, in turn, will increase the availability of affordable energy throughout the world, while still allowing for profitability of those projects […]
How Players Can Score in the Global Natural Gas Arena
Football is a multi-billion dollar global industry. It is a game of technical skills, IQ and athleticism. These are the reasons it has such a global appeal. In order for players to score, they need to have the rights tools at their disposal. The natural gas industry has been on the global playing field for […]
What Will Happen if Gazprom Stops Transiting Gas Across Ukraine?
Overview The European Union has five main sources for natural gas: indigenous production (mostly the Netherlands), Norway, North Africa (Algeria and Libya), Russia and LNG. According to Navigant Consulting’s Global Market Intelligence Database, the total amount of gas consumed in the European Union amounted to about 433 billion cubic meters (BCM) in 2015, an increase […]
Simulation and Optimization Overview
“Simulation” and “Optimization” are terms employed by researchers and analysts who are attempting to learn something about natural or human systems by building and executing mathematical models of those systems. Mathematical models are typically systems of variables and equations which represent objects and behaviors found in the real-life systems which modelers are trying to understand […]
