
New LNG Supply Sources on the Horizon
Thanks for reading RBAC’s newsletter and this month we have some great content for you. We have a quick brief covering top stories in the market, recent podcast Dr. Robert Brooks was part of, highlights from our Fall Webinar, and an analysis of how an oversupply of LNG in 2030 could leave to a significant decline in prices at major hubs.
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Top Stories in Natural Gas and LNG from Around the World
- Some Traders Bet on 60% Jump in European Natural Gas Prices Next Summer
- Potential Gas Committee reports 15 percent increase to future natural gas supplies in the United States, the highest reported level on record
- Shell and YPF eye December launch for $50 billion LNG studies
- China’s State LNG Buyers Build Up Global Trading Expertise
Quick Brief – U.S. Natural Gas Prices in the Northwest Hit Record Lows in 2025
Monthly spot prices in this region of the United States are at all-time lows due to a combination of low regional demand and supply coming from Canada. Prices have reached as low as $0.56/MMBtu in June, the average monthly price for this year has been about 17% lower than this time in 2024.

Natural gas production in Canada has also set record highs in 2025 meaning that average flows from Canada to the U.S. Northwest were higher than usual. Flows declined again approaching the middle of the year as the gas was redirected to western Canada for LNG export purposes.

Market simulation tools such as RBAC’s GPCM® Market Simulator for North American Gas and LNGâ„¢ allows user to adjust supply and demand variables and see how prices would be affected. GPCM enables market analysts to forecast future market conditions and run market scenarios based on their own unique assumptions. Watch the short video below to learn more about the incredible capabilities of GPCM to enhance your natural gas market analysis.
Interested in a free demonstration of GPCM? Contact us by clicking here and schedule one today!
Articles & Media
Market Focus: Geopolitics, Price Volatility Shape the Path of LNG

RBAC’s Founder and CEO, Dr. Robert Brooks, joins Conglin Xu (Oil & Gas Journal) on an episode of the ReEnterprised Podcast covering geopolitics and price volatility in the global LNG market.
Read: Market Focus: Geopolitics, Price Volatility Shape the Path of LNG
Highlights from RBAC’s 2025 Fall Webinar

North American natural gas markets are entering a period of rapid change and heightened uncertainty. From shifting pipeline flows to the rising influence of LNG exports and surging data center demand, market participants face new challenges in forecasting prices, infrastructure needs, and supply dynamics. RBAC’s Fall Webinar, From Pipelines to Power: Navigating Gas Market Uncertainty, brought together experts to share insights from the GPCM® Market Simulator for North American Gas and LNG™ and G2M2® Global Gas Market Simulator.
What Rising LNG Supply Means for Prices: U.S. vs. Global Expansion

With countries around the world beefing up their LNG infrastructure, what happens if demand is less than expected and there is too much LNG available in the market? With so much LNG to go around, the buildout would create a supply glut that would lower prices globally by a significant amount.
Read: What Rising LNG Supply Means for Prices: U.S. vs. Global Expansion
Essential Reading
Taken from the treasure trove of the writings from our energy experts. Here read technical insights and far-sighted analysis relevant through the lens of today’s energy.
From Guesswork to Strategy: Why Energy Modeling Is Mission-Critical

An asset acquisition. A pipeline expansion. A long-term LNG contract. Even a hedging strategy or a power generation asset planning decision can lock in costs—or opportunity—for years to come. With the weight of these choices, topflight executives count on advanced methods to guide billion-dollar strategies.
Read: From Guesswork to Strategy: Why Energy Modeling Is Mission-Critical
Food For Thought
Read some of our engaging commentary on social media and join us in the conversation.
The Jones Act Effects on U.S. Energy

How does the Jones act, which sets guidelines for moving goods between U.S. ports, create energy bottlenecks?
RBAC is the market-leading supplier of global and regional gas and LNG market simulation systems used by the energy industry and related government agencies for over two decades. The GPCM® Market Simulator for North American Gas and LNG™ is the most widely used natural gas market simulation system in North America. RBAC’s G2M2® Market Simulator for Global Gas and LNG™ has been instrumental in understanding evolving global gas and LNG market dynamics and is vital to fully grasp and leverage the interrelationship between the North American and global gas markets.