RBAC Articles

A Curse or a Blessing? RBAC’s 20Q2 Natural Gas Market Outlook

A Curse or a Blessing? RBAC’s 20Q2 Natural Gas Market Outlook Speaks Volumes Scott McKenna, RBAC, Inc. May you live in interesting times. Wikipedia suggests this is “an English expression that purports to a translation of a traditional Chinese curse”;…

SCOTUS Rules on Atlantic Coast Pipeline

Supreme Court of the United States Rules on Atlantic Coast Pipeline Case John Collins, Senior Energy Analyst, RBAC, Inc. On June 15, 2020, the U.S. Supreme Court in a 7-2 ruling reversed and remanded the 4th Circuit Court decision in…

Natural Gas Immunity to COVID-19?

Natural Gas Immunity to COVID-19? How a New Normal in the Natural Gas Markets May Appear John Collins, Senior Energy Analyst, RBAC, Inc. The ongoing pandemic has impacted society in drastic ways. Even as governments around the world experiment with…

In Like a Lamb, Out Like a Lion: RBAC’s 20Q1 Outlook

In Like a Lamb, Out Like a Lion: RBAC’s 20Q1 Outlook Scott McKenna, RBAC, Inc. Occasionally, what appear to be relatively insignificant events metamorphosize into shockingly strong market impacting chaos. The events over the last three months truly reflect the…

COVID-19 Impact on Natural Gas in Europe

COVID-19 Impact on Natural Gas in Europe Birdy Chen, RBAC, Inc. In the 2009 global recession, European natural gas demand fell about 2% with the Covid-19 global pandemic, 2020 looks to have an even greater impact on the natural gas…

Crude Oil Craziness: Will Natural Gas Prices Follow Suit?

Crude Oil Craziness: Will Natural Gas Prices Follow Suit? GPCM Team, RBAC, Inc. “Forty years of darkness! Earthquakes, volcanoes….”, “Human sacrifice, dogs and cats living together…. mass hysteria!”  Oh, and crude oil goes negative…no this isn’t Ghostbusters, but the times…

COVID-19 The Crash and Recovery in Asia

COVID-19: The Crash and Recovery in Asia Jiaxin Yang, RBAC, Inc. Due to the COVID-19 pandemic, the City of Wuhan has been under strict quarantine since January 23.  With current signs of improvement of the situation in China, Wuhan plans…

Where Are We and What is a Handbasket

Where Are We and What is a Handbasket? John Collins, Sr. Market Analyst, RBAC, Inc. Scott McKenna, Director, Global Energy Analysis, RBAC, Inc When electronic trading opened on Sunday night, March 8th, all hell broke loose for WTI crude oil,…

China Sneezes, Henry Hub Catches a Cold

China Sneezes, Henry Hub Catches a Cold Scott McKenna, Director, Global Energy Analysis, RBAC, Inc. Proximity is the key ingredient in many facets of life — whom you marry, friends you make and keep, your first job — are just…

Impacts on LNG Imports Due to the Coronavirus in China

Impacts on LNG Imports and Natural Gas Consumption Due to the Coronavirus in China Dr. Ning Lin, Jiaxin Yang and Birdy Chen, RBAC, Inc. In January 2020 the Coronavirus, also known as COVID-19, created a significant amount of uncertainty in…

It Takes Two to Tango – Supply Growth is Slowing but Demand

It Takes Two to Tango – Supply Growth is Slowing but Demand is Needed to Revive Prices Scott McKenna, Director, Global Energy Analysis, RBAC, Inc. In RBAC’s 2019 Quarter 4 gas market outlook (19Q4base), using the GPCM® Natural Gas Market…

The Future of Natural Gas in China

The Future of Natural Gas in China, Gulf and India: Opportunities and Challenges Birdy Chen, RBAC, Inc. According to the Oxford Institute for Energy Studies, the demand of natural gas in the Gulf countries will have a growth in 75%…

China’s Strategic Need to Open Doors

China’s Strategic Need to Open Doors for Foreign Investment in Upstream EP Dr. Ning Lin, Executive Director of Global Gas, RBAC, Inc. Per Xinhua news agency, on Jan. 9, 2020, China’s Ministry of Mineral Resources announced today the opening of…

A Reality Check in the Wave of LNG Projects

A Reality Check in the Wave of LNG Projects Dr. Ning Lin, Executive Director of Global Gas, RBAC, Inc. As LNG trade becomes the fastest-growing segment of global gas and fuels much enthusiasm in investing in LNG facilities, it also…

How big is the deal – Impact of Trade War on LNG

How big is the deal – Impact of Trade War on LNG between the US and China Dr. Ning Lin, Executive Director of Global Gas, RBAC, Inc. This is the first post in my mini-series of “track what matters” –…

Who provides the greatest value for US LNG

Who provides the greatest value for US LNG – A deep dive into LNG imports for Asia Dr. Ning Lin, Executive Director of Global Gas, RBAC, Inc. I shared with you the Asian gas balance chart last week and promised…

Putin Knew

Putin Knew Dr. Robert Brooks, Founder, RBAC, Inc. Last week Bloomberg on MSN glibly reported that the Trump administration had conceded defeat in its effort to stop Russia’s Nordstream 2 pipeline. According to the article, the pipeline was already nearly…

Will the “Rusty Patched Bumble Bee” Sting Dominion’s Atlantic…

Will the “Rusty Patched Bumble Bee” Sting Dominion’s Atlantic Coast Pipeline? John Collins, Senior Market Analyst, RBAC, Inc. Strange things can happen when natural gas pipeline companies move forward with final investment decisions (FID) and pipeline construction, even after they…

Are Natural Gas Write-Downs a Temporary or Long-Term Phenomenon?

Are Natural Gas Write-Downs a Temporary or Long-Term Phenomenon? Scott McKenna, Director, Global Energy Markets, RBAC, Inc. There is a lot at stake in the current natural gas environment that impact not only the natural gas players but the entire…

Where will China get its future LNG and why?

Where will China get its future LNG and why? Risks and Opportunities for China in the Evolving Global Market for Natural Gas Dr. Robert Brooks, Founder, RBAC, Inc. To achieve the economic and environmental objectives set forth by President Xi…

RBAC’s Role in Bringing Energy to a Billion People

RBAC’s Role in Bringing Energy to a Billion People Still in the Dark James Brooks, Director of Business Development, RBAC, Inc. “The mission of RBAC is to contribute to the prosperity of mankind through improvements in the quality and ethics…

How Players Can Score in the Global Natural Gas Arena

How Players Can Score in the Global Natural Gas Arena James Brooks, RBAC, Inc., September 14, 2017 Football is a multi-billion dollar global industry. It is a game of technical skills, IQ and athleticism.  These are the reasons it has…

Simulation and Optimization Overview

Simulation and Optimization Overview Dr. Robert E. Brooks, RBAC, Inc. Simulation and Optimization are terms employed by researchers and analysts who are attempting to learn something about natural or human systems by building and executing mathematical models of those systems.…

Geopolitics Vs. Economics

Geopolitics vs. Economics: Will North America Miss the Boat on LNG Exports? James Brooks, RBAC Inc., July 15, 2015 With the recent shale revolution in North America, the potential to become a world leader in supplying a reliable clean energy source…

I Hate to Ruin Your Day But Oil Prices Are About to Drop

I hate to ruin your day, but oil prices are about to drop to $30 James Brooks, RBAC Inc., June 15, 2015 Despite all indicators of oil prices making a recovery albeit slow, they are actually going to drop down…

How to Knock a Curve Ball Out of the Park

How to Knock a Curve Ball Out of the Park Positioning your feet in the Natural Gas Market James Brooks, RBAC Inc., May 4, 2015 Baseball is considered one of America’s greatest pastimes. It is a game of both skill…

RBAC Foreshadowed Resurgence in GTLs

RBAC Foreshadowed Resurgence in GTLs By Bethel King, Director, Market Analysis, November 16, 2012 While the jump in gas-fired generation demand in 2012 has made headlines due to low natural gas prices versus coal feed-stocks, the industry has been looking…

North America and World LNG Trade

North America LNG Exports to Eastern Hemisphere An Emerging Sea Change in World Gas Prices Dr. Thomas J. Woods, RBAC Inc., October 18, 2012 However, since 2007, North American gas production has grown strongly, and is on a pace to…

A Wind from the Northeast Major Changes Coming in Gas Market

A Wind from the Northeast: Major Changes Coming in Gas Market Pricing Dr. Thomas J. Woods, RBAC, Inc., August 22, 2012 The competitive gas market in North America, which began to emerge in the 1980s, had its focus at Henry…

New Natural Gas Infrastructure

New Natural Gas Infrastructure: How Much and Where? Bethel King, Director, Market Analysis, RBAC Inc., February 22, 2012 The natural gas industry finds itself in a new era of natural gas pipeline development. Shale gas has created a new paradigm.…

Allocation of Natural Gas in Times of Shortage

Allocation of Natural Gas in Time of Shortage: A Mathematical Programming Model of the Production, Transmission, and Demand for Natural Gas under Federal Power Commission Regulation Dr. Robert E. Brooks, RBAC, Inc. Submitted in partial fulfillment of the requirements for…

Other Publications

Other Publications by RBAC Inc.   “Optimizing Complex Natural Gas Models”, presented at the INFORMS National Meeting, Los Angeles, CA, April 1995 “GRIDNET Natural Gas Operations Optimizing System”, with C.P. Neill, presented at the ORSA / TIMS National Meeting, Anaheim,…