What Would Happen if Power of Siberia 2 Came Online by 2032?
Power to Change the World? Power of Siberia 2 sounds like a Russia-China pipeline story. And on the surface (or below ground actually), that is exactly what it is. Russia needs new outlets for gas once aimed at Europe. China wants more energy security, more supply diversity, and fewer risks tied to long maritime routes […]
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 […]
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 […]
What the Data Shows Us About Building Natural Gas Pipelines Part 2
By Cyrus Brooks, RBAC, Inc. In Part 1, we traced how the U.S. natural gas system evolved from the first long-distance pipelines into a regulated interstate network, then through shortages, deregulation, and the restructuring that turned pipelines into open-access transporters. In Part 2, the story shifts from the pipelines in the ground to the market […]
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 […]
