2026 RBAC User Conference Recap
The RBAC 2026 Gas & User Conference, held September 9th to 11th welcomed users, partners, and energy industry experts to Denver, Colorado, where over three days, we explored shifting natural gas and LNG markets, infrastructure development, rapidly growing power demand, new tools and approaches to market analysis, and especially, ever more practical ways to get […]
I Asked If Gas Could Be Argentina’s Silver Lining. Here’s What Happened Next.
Argentina’s Gas Future Is Taking Shape A few years ago, I asked whether natural gas could be Argentina‘s “silver lining,” writing about Argentina’s enormous Vaca Muerta resource and asked the critical question: Could Argentina actually get that gas to market? At the time, things to watch: reversing regional pipeline flows as Bolivian production declined, accessing […]
Permian Pipelines, Local and Global Impacts
In a recent discussion hosted by Armando Cavanha, RBAC’s Robert Kachmar and Cyrus Brooks explored the relationship between Permian natural gas production, pipeline takeaway capacity, U.S. LNG exports, global energy security, European gas demand, and the rapidly growing electricity needs of data centers. The conversation highlighted how developments in a seemingly regional pipeline system can […]
Columbia Conference on Climate & Energy – What’s The Better Path?
What is the Best Policy for People and the Environment? The Santa Marta Paradox When the Guardian wrote “euphorically” about the recent Santa Marta conference in Colombia about the local enthusiasm toward phasing out particular energy sources, they may have missed some key details. To many of the delegates, their view is simply that the […]
What Trump’s Use of the Defense Production Act Means for Oil & Gas, and What It Doesn’t
Energy Security is National Security On April 20, 2026, the Trump administration invoked Section 303 of the Defense Production Act of 1950 (DPA) across oil, natural gas, LNG, power generation, grid infrastructure, and coal. The federal government is now stating explicitly that energy production and infrastructure shortfalls now constitute a national defense risk, and that […]
Assessing Energy Security Chokepoints
ADNOC’s CEO, Dr. Sultan Ahmed Al Jaber, made video statement at CERAWeek 2026 about the conflict with Iran and the subsequent closure of the Strait of Hormuz. Dr. Al Jaber stated that “Twenty-one miles wide. Twenty million barrels a day. Nearly a fifth of the world’s oil and gas. Over a third of the world’s […]
Why Some Traders Love “Long-Dated Risk”
By Cyrus Brooks, RBAC, Inc. The Video Game Edition In the world of natural gas, “long-dated risk” simply means making a bet on what gas will cost a long time from now—like 2, 5, or even 10 years away. In the industry, we call this trading the “back of the curve” (the prices for years […]
Gas, Geopolitics, and the Grid: Key Signals from CERAWeek 2026
CERAWeek 2026 wrapped up against a backdrop of tightening supply and demand balances and rising geopolitical risk: conditions that are rapidly reshaping how natural gas, LNG, and infrastructure are being evaluated across global markets. This year’s theme, “Convergence and Competition: Energy, Technology and Geopolitics,” proved less aspirational than pragmatic and predictive, as discussions repeatedly circled […]
Market Focus: LNG Supply Shocks Expose Limited Market Flexibility
In this Market Focus episode of the Oil & Gas Journal ReEnterprised podcast, Conglin Xu, managing editor (Oil & Gas Journal), economics, takes a look into the LNG market shock caused by the effective closure of the Strait of Hormuz and the sudden loss of Qatari LNG supply as the Iran war continues. Xu speaks with Edward […]
Early History of Natural Gas and Pipelines
By Cyrus Brooks, RBAC, Inc. From Ancient Flames to the First Long Pipelines The “eternal flame” at the Oracle of Delphi in Greece, around 1000 BC, is one of the earliest known examples of natural gas escaping from underground and being ignited, appearing to ancient observers as something spiritual or divine. Five centuries later, around […]
