Major Global Gas Market Shifts on the Horizon
Are there major shifts on the horizon? A month after the announcement by the White House of a U.S. LNG permitting pause, QatarEnergy LNG announced plans to capture nearly 25% of the LNG market through greatly expanded LNG export capacity by 2030. Europe meanwhile has been making deals and bringing Africa into the picture. What does the future hold?
Below you will find articles and interviews giving you greater insight into the energy market and industry, all with the goal of increasing your knowledge and helping you make better energy decisions.
In this edition of our newsletter, we have a quick brief on European LNG Infrastructure; a dive into Italy’s plans to become the energy hub; a discussion on geopolitical events and the global gas market; the U.S. LNG permitting pause and how we got here; how propaganda can create biases within the energy discussion; a special conversation on ending energy poverty in Africa; and last but certainly not least, answering the question of “What is the future for Russian natural gas and LNG?”
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Quick Brief – Key Insights on Europe's LNG Infrastructure
Based on the latest data available in G2M2® Market Simulator for Global Gas and LNG™, by early 2024, there is about 450 BCM of regasification capacity announced in Europe, and the forecasted LNG imports currently will peak at 250 BCM.
The disparity poses a significant risk of stranded assets, with Spain, the UK, France, Italy, and Germany at the forefront. Despite efforts to diversify energy sources post-Russian dependency, this ambitious buildout raises questions on sustainability and economic viability.
But how can Europe achieve both the goal of meeting the energy needs of its people and that of keeping projects economically viable? How can they formulate a balanced approach to LNG system development, ensuring it meets future demand without tipping into redundancy? As Europe navigates its energy transition, strategic planning becomes crucial to avoid costly oversights.
This insight into Europe’s LNG Infrastructure is brought to you by RBAC’s G2M2 team.
Articles and Media
Gain insight into natural gas and LNG markets across the globe with analysis and commentary from our energy industry experts.
Italy: The Next European Energy Hub
“Italy’s domestic demand for natural gas has been decreasing with consumption dropping in 2023 to the lowest point since 2015. Nonetheless, this drop in consumption has not scared off Italian investors from not only investing in Italy’s energy infrastructure and signing new LNG contracts, but also investing in Africa as well. Is Italy committed to natural gas as its energy of the future?”
Global Gas Disruptions
RBAC’s CEO and Founder Dr. Robert Brooks joined David Blackmon for a fantastic discussion covering how energy market simulation works; the market impacts of geopolitical events such as the disruption of shipping in the Red Sea and the Russia-Ukraine War; as well as emerging gas markets in Asia and Africa.
Watch: “Global Natural Gas Disruptions and the Role of Energy Market Simulation”
U.S. LNG Export Pause
When President Biden announced a temporary pause on pending approvals for new LNG export facilities, market players were in shock, and energy and natural gas analysts raced to figure out what the fallout from this decision might be.
Propaganda and our Energy Choices
Cyrus Brooks joined Armando Cavanha to discuss the myths surrounding different energy sources and how biases, even from so-called ‘unbiased experts’ can lead to a skewed perception of energy.
Ending Energy Poverty in Africa
Stuart Turley alongside RBAC, Inc.’s Cyrus Brooks come together for an interview with the African Energy Chamber’s NJ Ayuk JD, MBA. to discuss how investment into the development of Africa’s domestic resources can lead to prosperity for all and help to End Energy Poverty.
A Bleak Outlook for Russian Gas
How much Russian LNG is exported? Where is it going? What is Russia’s gas conundrum? Will Russia ever return to its status as a dominant player in the global natural gas market? RBAC’s CEO and Founder, Robert Brooks Ph.D answers these questions and more with Natural Gas World’s Editor-in-Chief Joseph Murphy.
Watch: “Global Gas & LNG Insights Podcast: The Present and Future of Russian LNG”
Essential Reading
Taken from the trove of the writings from our energy experts. Here read technical insights and far-sighted analysis relevant through the lens of today’s energy.
Canada’s Potential for LNG Exports
With the U.S. announcing a pause on permitting for future LNG export projects. could this be a way into the global LNG market for Canada? So, how would this potential new source of competition affect European and Asian gas markets?
Food For Thought
Read some of our engaging commentary on social media and join us in the conversation.
Could LNG Replace Coal Worldwide?
From the point of view of power generation, how does natural gas compare with coal? And what would be needed for natural gas to fully replace coal?
RBAC, Inc. is the market leading supplier of global and regional gas and LNG market simulation systems. The GPCM® Market Simulator for North American Gas and LNG™ is the most widely used gas market simulation system in North America. RBAC’s G2M2® Market Simulator for Global Gas and LNG™ is designed for forecasting gas and LNG production, transportation, storage, and deliveries across the global gas markets. These systems provide industry analysts powerful tools for supporting corporate investment and M&A strategy, achieving environmental and sustainability goals, risk analysis and trading.
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