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 […]

What the Data Shows Us About Building Natural Gas Pipelines Part 1

By Cyrus Brooks, RBAC, Inc. Pre-History Natural gas was first piped over distances for use in ancient China around 500 BC. So, there’s a little prehistory to our natural gas system in the United states which I wrote about and you can read it here if you are interested. But this article is about the […]

Hormuz Risk: Assessing the Impact of LNG Supply Disruptions

This study first appeared in Montel’s Geopolitical Report – March 2026. Geopolitical Escalation and the Strategic Importance of the Strait In the early hours of Saturday, 28 February, coordinated U.S. and Israeli strikes targeted sites in Tehran, marking a significant escalation in hostilities. The strikes followed several weeks of rising tensions between the United States […]

RBAC’s Fall Webinar: From Pipelines to Power: Navigating Gas Market Uncertainty

On September 10th 2025, we held a great seminar where we presented our outlooks into natural gas and LNG as well as discussed the capabilities of our suite of market simulation tools. Below is the link to the Webinar recording. Additionally, after watching the recording it would be very helpful for us know what topics […]

Video: What Would Happen if a Major Waterway were Closed to LNG tankers?

https://vimeo.com/manage/videos/903755356/8ae764afcc We all have seen the chaos in the Red Sea with diversions of shipping traffic around Africa. In Panama, low water levels and reduced traffic and increased rates. RBAC’s CEO, Dr. Robert Brooks, has written a very interesting article on what would happen to LNG traffic and markets, should such major waterways be closed […]