Weathering a Storm of Uncertainty: Refinitiv-RBAC 2021 Short-Term Global Gas and LNG Market Forecast
Background: When caught in a heavy storm there is a natural reaction to go into a mode of coping to the situation. That coping may get you through the storm but could have long term unexpected ramifications. Since the release of last year’s Refinitiv-RBAC 2020/2021 Winter Outlook a lot has changed in energy economics, operations, […]
A Look at China’s Natural Gas Imports in the First Half of 2021
In April, RBAC, Inc. published “China’s LNG imports Outlook: Can the United States Capture More of the Market?” outlining the potential for the United States to capture more of the LNG market in China. Now, half a year later, we took another look at the price and volumes of pipeline gas and LNG imports into […]
In Today’s Energy Transition, Best Not Fly Blind
In 1929 Edwin Albert Link, finding that pilot lessons were too expensive, built the very first full flight simulator in his father’s basement. He named it “The Pilot Maker”, which was later renamed to the Link Trainer. Initially, it was not taken very seriously and sold at amusement parks for entertainment. However, at the time […]
No Pain, No Gain: Can the US E&P Sector Bulk Back Up?
“No pain, no gain” is a saying often heard from gym rats. The motto means if you want to make gains, advance, get stronger, and become more resilient; you must be willing to suffer some pain. Through this suffering, muscles become strong, minds become better equipped to handle future challenges, assets are repurposed, skills advance, […]
China’s LNG imports Outlook: Can the United States Capture More of the Market?
The Asian natural gas market has always been a strong demand market. China has witnessed tremendous growth of 35% over the past few years, from 237 BCM in 2017 to 320 BCM in 2020. With the construction of regasification stations in the southeastern coastal areas, China’s LNG imports has increased year over year, from 50 […]
GOATs and ERCOT
John Collins and Scott McKenna, RBAC, Inc. Tom Brady may have solidified his status as NFL’s “GOAT” – Greatest Of All Time – Quarterback with Tampa Bay’s Super Bowl win nearly 1 month ago. Deemed too old by some and likely not able to replicate his success at the New England Patriots, Brady proved such […]
India’s Resounding Resilience in LNG Imports
Even though COVID-19 related demand reductions heavily impacted Liquefied Natural Gas (LNG) demand across the world, India experienced a rise in LNG and overall demand throughout 2020. This has resulted in analysts across the market believing India, globally the 4th largest importer of LNG, could see a continued growth through 2021 and beyond. India took […]
Severe Hangover Cure = Time, Prudency, and Plenty of Liquids
It may seem hard to imagine that almost one year ago, Covid-19 was just hitting newswires and was believed to be not much more of a concern than a tough flu season. Evidence of human-to-human transmission was just being established, and it would still be a few months before the World Health Organization (WHO) declared […]
Winter Asia LNG price creates a big bang and what do we learn?
There are two fundamental reasons for such market dynamic for Northeast Asia market: First, Asia has large seasonal swings of demand with high dependency of imports. Large demand with high seasonal changes could be solved by sufficient and reliable supply. For example, Russia has high seasonal swing of demand, but it has also sufficient domestic […]
Refinitiv-RBAC 2020 Winter Global Gas Balance Forecast
Facing the unprecedented uncertainties in 2020, Refinitiv and RBAC team jointly developed a 24-month forecast, exploring the interconnection between regional markets from both fundamental drivers and weather sensitivities. Utilizing RBAC’s G2M2® Global Gas Market Modeling System™, Refinitiv and RBAC explored the changing dynamics between US, Europe, and Asia LNG markets in terms of prices and […]
