LNG Exporters Grip with Uncertainty Over Chinese LNG Demand
Western players have been watching intently as China does a balancing act—importing more Russian gas via pipeline, reselling surplus LNG at high prices on the international market and signing long term contracts with US LNG producers. Though in recent news we have seen tensions between China and the West, have these tensions spilled over […]
Can Mountain Valley Pipeline Reduce Inflation
H.R.5376 or The Inflation Reduction Act of 2022 seems to be all anyone can talk about these days. This broad-ranging legislation touches everything from healthcare to the IRS budget and even climate change. Proponents of the bill having said it will reduce healthcare costs, fund low-carbon energy projects and close tax loopholes. Opponents have opined […]
Out of Chaos – Finding Opportunity in a Volatile Gas Market
Ongoing chaos seems to have become the new normal: extreme temperatures rolling through the lower 48 United States, trade disputes with Mexico, LNG Plant explosions and last but certainly not least the ongoing Ukraine/Russia Conflict. Every day there seems to be a new wrinkle throwing energy markets into a spiral, highlighting the need for companies […]
Haste Makes Turmoil and Misery
Panorama of the tea. Sri Lanka, Image source: Vadym Lebedych/stock.adobe.com We may hear the words “energy transition” much more often in recent years, yet the technology of energy production has been in transition and development since day one, the discovery of fire. We’re always in transition. We’re always evolving. EV, Solar and wind power technologies […]
Can we ever learn from history?
Back in 2015, RBAC’s Founder, Dr. Robert Brooks Ph.D. spoke at the World Gas Conference in Paris on the relationship between gas and power markets and was quoted as saying: “Europe is very worried about Putin’s ambitions as exemplified by the annexation of the Crimean Peninsula, a part of Ukraine, and the war in Eastern […]
Forecasting Monthly Price Spreads at Natural Gas Trading Hubs
Forecasting Monthly Price Spreads at Natural Gas Trading Hubs by Robert Brooks, Ph.D. and Ning Lin Ph.D. Summary/Conclusions: Since 2020, RBAC, Inc., and Refinitiv, a London Stock Exchange Group (LSEG) Business, have collaborated on the production of an annual sensitivity study of price behavior at three major gas trading hubs: Henry Hub in North […]
Between a Rock and a Hard Place
We are big believers that in life the only constant is change. The constantly changing dynamics of the energy industry is a great example of this. Henry Hub hitting $8, Natural gas producers demonstrating capital discipline, a Democratic president requesting more fossil fuel production, the impact of the Russian/Ukrainian conflict on global markets, etc.? RBAC’s 22Q1 outlook […]
Trends in LNG Contracting and Why They Matter
by G2M2 Team and Jane Li, Zion Energy Consulting Market Disruption Recent events in the Russia-Ukraine conflict have sent shock waves through the global gas market. E.U. countries are currently scrambling to piece together a plan to reduce their dependence on Russian gas by two-thirds by the end of 2022, which is a tall order even […]
Can Energy Security be Achieved Under the New FERC Policy?
Amidst a global energy crisis, geopolitical events like Russia’s invasion of Ukraine highlight more than ever the need for energy security. Security from undersupply and from price disruption at the fuel pump and in consumer utility bills. Is such security possible while at the same time achieving global climate goals? Producing cheap, environmentally friendly energy […]
A Political Tune Full of Flat Notes
Market Simulation Illuminates Neglected Northeast Energy Needs Marcellus. A Natural gas deposit (a “shale play”) running through Virginia, Kentucky, Maryland and especially West Virginia, Ohio, Pennsylvania and even extending to New York. A stone’s throw from Albany, a short drive from Hartford, over the hills and not too far away from Boston and Providence. […]
