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 […]
Iran and Natural Gas
RBAC’s Edward O’Toole, Robert Kachmar, and Cyrus Brooks joined host Armando Cavanha to discuss key questions surrounding the evolving situation in the Middle East, including: What is at stake with potential disruption to the Strait of Hormuz, a critical chokepoint for global LNG trade? Which LNG suppliers and importing countries are most exposed to supply interruptions? What global and […]
2025 User Conference Recap
RBAC welcomed users, partners, and industry leaders to Houston for the 2025 Gas & User Conference—three days of market intelligence, hands-on model exploration, technical deep dives, and collaborative discussions about the future of natural gas, LNG, and global energy markets. Ed O’ Toole and Scott McKenna Presenting This year’s theme centered on market fundamentals, scenario-driven […]
From Climate Alarm to Human Welfare: Bill Gates’ New Energy Equation
In a recent discussion between Cyrus Brooks and Armando Cavanha, the two explored Bill Gates’ latest reflections on climate policy, his article “Three Tough Truths About Climate,” and what his evolving stance reveals about the intersection of energy, economy, and human welfare. As global leaders and innovators reconsider how to balance environmental ambition with real-world […]
