RBAC Newsletter 2026 Issue 9
Natural Gas: The Energy Fueling Tomorrow’s Tech Revolution Surging power demand from AI and rising LNG export capacity are ushering natural gas into a new phase of growth, at the same time that geopolitical disruptions are at an all-time high, exposing the vulnerability of global gas supplies at choke points. In this edition of the […]
The Biggest Natural Gas Pipeline Projects You Should Know in 2026 Part 2
Projects most likely to change gas flows, prices, LNG supply and energy security Part 2: Where Pipelines Meet Geopolitics In Part 1, we looked at major pipeline developments in North America and Europe. North America is seeing large new pipelines built around takeaway capacity for growing production and feeding both LNG exports and power demand, […]
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 […]
The Biggest Natural Gas Pipeline Projects You Should Know in 2026
Projects most likely to change gas flows, prices, LNG supply and energy security Assessing Pipeline Projects Around the Globe We previously covered some of the largest LNG export projects in the United States as well as export growth in other countries. But today’s pipeline projects deserve the same spotlight because they determine whether gas can […]
Middle East Disruption, European Storage, and the Next LNG Supply Wave
Global Gas and LNG Outlook for 26Q1 Overall, a tighter near-term market shaped by conflict and storage conditions, followed by a larger supply wave that changes the pricing environment before demand growth gradually catches up again. Twenty percent. That number explains why global gas outlooks everywhere changed so quickly following the start of the hostilities […]
Evaluating 2026 AEO Natural Gas and Power Demand
The Energy Information Administration (EIA) published their 2026 Annual Energy Outlook (AEO) on April 8, 2026. This report, which “explores medium- and long-term alternative futures in the United States” for energy supplies, is published in the spring of each year. It is reviewed by analysts, government officials, utility operators, and industry members nationwide. RBAC closely […]
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 the Data Shows Us About Building Natural Gas Pipelines Part 3
In Parts 1 and 2, we explored how pipelines and markets evolved from regulation to competition. In Part 3, we examine how the market evolved from 1997 to the market we know today, beginning with how participants tried to forecast and plan within a system that had become too complex to see all at once. […]
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 […]
