The New Year is here for Natural Gas and LNG
2025 has finally arrived! As we look forward to what the new year will bring and how the market will develop, let’s first look back on what took place over the course of the year. From many countries around the world investing billions into natural gas development to supply chain disruptions caused by issues in the Panama Canal and the Red Sea, 2024 had it all.
To celebrate the coming new year, we have selected some of the top articles and highlights from this past year in this newsletter and review in addition to our latest articles and media from this past December.
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Quick Brief - Potential Gas Supply Crunch in Europe?
European energy markets are abuzz to begin the new year with potential supply crunches caused by the expiration of a pre-war agreement for Russian gas to be transported through Ukraine to Europe and Qatar potentially halting the shipment of LNG to EU members.
Over the course of the war between Russia and Ukraine, a prior agreement had been made to continue transporting gas from Russia through Ukraine to various destinations across Europe. However, as the conflict continues, Ukraine has decided to not renew this agreement. Ukraine has made it clear that this was the plan for months so the effects of this will likely remain muted. This loss of supply was expected to be replaced with increased imports from other sources such as the United States of America and Qatar, but a new complication in this plan could make securing gas difficult.
Qatar has long been an important supplier of LNG to Europe, providing 12 to 14% of Europe’s LNG needs in the three years since the war.
New regulations set forth by the EU that would potentially affect the transport for LNG from Qatar to Europe could result in Qatar stopping the shipment of future gas to the region. However, currently, long-term supply contracts would not be broken.
Interested in how all of this may play out? Be on the look out for coming articles in the future covering a potential European supply crunch!
In addition, if you would like to know more on how G2M2® Market Simulator for Global Gas and LNG™ can be used to forecast supply disruptions in the global market you can contact us here to schedule a free demonstration.
December Articles & Media
Empowering Africa: Navigating Energy Independence and Economic Growth
RBAC’s CEO and Founder, Dr. Robert Brooks, joins NJ Ayuk, Executive Director of the African Energy Chamber, and Stuart Turley on the latest episode of Conversations in Energy.
Read: Empowering Africa: Navigating Energy Independence and Economic Growth
Top Stories in 2024
Egypt’s Gas and LNG: Global Challenges and Global Ambitions
“Egypt has a long and storied history across thousands of years. It has seen the world develop from a hunter-gatherer society to the modern globally connected world. Egypt has long relied on the presence of the Nile River to sustain the country, however in terms of energy the famous river only plays a small part in the now fossil fuel powered country.”
Read: Egypt’s Gas and LNG: Global Challenges and Global Ambitions
What Would Happen if a Major Waterway were Closed to LNG tankers?
This past year, LNG tanker traffic was being affected due to issues in the area surrounding the Panama Canal and the Red Sea. We utilized G2M2® Market Simulator for Global Gas and LNG™ to understand how these disruptions were affecting the market,
Read: What Would Happen if a Major Waterway were Closed to LNG tankers?
Navigating Market Sensitivities: A Deep Dive into Winter Forecast Impacts on LNG Trade
“In the volatile world of LNG trade, understanding the impact of winter on market dynamics is crucial. This commentary introduces a novel approach: scenario planning as a strategic tool for navigating seasonal uncertainties.”
Read: Navigating Market Sensitivities: A Deep Dive into Winter Forecast Impacts on LNG Trade
LNG’s Role in a Realistic Energy Transition
“As the world navigates complex currents and sometimes tumultuous seas, one thing is clear: natural gas and LNG will continue to play a pivotal role in shaping the global energy future, balancing environmental concerns with the imperatives of economic development and energy security”
Europe’s RNG Objectives: Aspirations Run into Hard Realities
Europe has been investing quite a bit into renewable natural gas, but will this investment prove fruitful and achieve its initial goals?
Read: Europe’s RNG Objectives: Aspirations Run into Hard Realities
Saudi Arabia Bets Big on Gas and LNG
“After great success in oil, Saudi Arabia is looking to do the same in another energy segment. It is betting on natural gas to be its energy of the future, and to create this future, the country is investing $100 billion to become the third-largest shale gas producer…”
New Trader on The Block
“If producers are acting more like traders these days, and short-term supply elasticity becomes more responsive, what are the market implications and how profound might this be?”
Read: New Trader on The Block
Natural Gas Price Predictions for 2025: A Bullish or Bearish Market?
“As we head into the 2024/25 winter season, the natural gas market appears to be staring down the barrel of yet another mild winter and loose Supply/Demand (SnD) balances. The El Niño of yesteryear is now replaced by a La Niña and although that could bode well for a more “normal” winter season, the current expectations aren’t playing out that way.”
Read: Natural Gas Price Predictions for 2025: A Bullish or Bearish Market?
Conferences in 2024
We had the pleasure of attending and speaking at several this year to share knowledge and hear from other experts. We were also pleased to hold our own conference in Orlando this year which was a resounding success.
CERAWeek 2024
How will supply and demand balance in a world of uncertainty? How will growing global tensions and conflicts impact or even reshape the global energy markets? All of these questions and more answered at this years edition of CERAWeek
Flame Conference 2024
At the 30th anniversary of the FLAME conference in Amsterdam, RBAC’s COO, James Brooks, met with energy industry colleagues to discuss the state of the energy transition, geopolitics and the role natural gas and LNG will play in a lower carbon future.
NG Market Insights for Asia—Charting the Course: LNG Market Dynamics Unveiled
RBAC and JLC partnered together to host a seminar in Singapore this year and dove into market trends and dynamics, and painted a vivid picture of the possibilities that lie ahead under various scenarios using RBAC’s market simulation tools.
Gastech 2024
RBAC’s founder and CEO, Dr. Robert Brooks, was interviewed by Hart Energy’s Jordan Blum at the recent Gastech 2024 conference in Houston. Dr. Brooks detailed what is on the horizon for the natural gas and LNG market and how it may shift within the coming years.
2024 RBAC Annual Gas & User Conference
Amidst an AI boom, an energy transition and geopolitical events, the natural gas market has experienced increased volatility creating many challenges to market analysts, the best of whom came together at this year’s incredible RBAC Annual Gas and User Conference in Orlando, Florida.
Read “2024 User Conference Recap“
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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