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. […]
New England’s Energy Crisis
Economic Fact vs. Political Fiction How can we reduce natural gas prices? What would happen if liquified natural gas (LNG) exports were banned? What should be the role of government in this matter? And what does this have to do with popcorn? As this article points out, New England has found itself in a bind […]
Japan’s LNG Energy Security Has a Cost: Estimating the Price of Supply Diversity
Cutting CO2 emissions and decarbonization was supposed to be the main topic in global LNG markets last year. Instead, energy security has come again front and center, especially for purchasing countries. In the case of Japan, the security of LNG supply is especially pressing because the fuel has an outsized influence on domestic electricity pricing. […]
For a Successful Energy Transition, “You Need to Learn to Walk Before You Can Run”
It is said the proverb, “You need to learn to walk before you can run,” dates back to the 15th century and it is as relevant today to energy as it was then to everyday life. Despite all the advances we have made, producing reliable, affordable and abundant energy for our needs through renewable sources […]
China’s 2021 LNG Imports increase, replaces world’s former top buyer Japan
In RBAC’s article published in April 2021 (https://rbac.com/chinas-lng-imports-outlook-can-the-united-states-capture-more/), RBAC’s global gas team analyzed China’s LNG imports market and predicted that the United States would play an increasingly important role in China. Nearly one year has passed and we have seen both the United States capture more market share as well as China’s LNG imports surpass […]
Europe without Russian Natural Gas. What Happens to Global LNG Trade?
With tensions escalating higher between Moscow and Kiev, Europeans have been looking for alternative sources of LNG to not only address the current energy crisis in Europe, but also provide some measure of energy security should a conflict between Russia and Ukraine break out. Using RBAC’s G2M2® Market Simulator for Global Gas and LNG™, we […]
