Fueling the Tech Boom with Natural Gas
As the world races to build the digital infrastructure of tomorrow, natural gas is rising to power the tech revolution from behind the scenes. From data centers driving the growth of artificial intelligence to advanced semiconductors, from crypto to cloud computing hubs enabling global connectivity, energy demand from the tech sector is soaring at unprecedented rates. While renewables are playing a more significant role in the energy mix, natural gas remains the backbone of reliable, scalable, and low-emission power that keeps these systems running 24/7. Its flexibility and efficiency make it the perfect bridge between today’s energy needs and tomorrow’s innovations.
In this edition of RBAC’s monthly newsletter you will see how natural gas is powering the future: We have a Quick Brief covering top stories in the market, a pair of podcasts featuring James Brooks and Cyrus Brooks, a look what is being called the “Golden Era” of natural gas, and an analysis of what happens if the European Union fully cuts off gas from Russia.
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Top Stories in Natural Gas and LNG from Around the World
- Enbridge Begins Work on $1.1B Ridgeline Natural Gas Pipeline Expansion in Tennessee
- Latest EU sanctions against Russia target liquefied natural gas
- Japan’s JERA to buy US shale gas assets for $1.5B, eyes output increase
- Georgia Power says answer to state’s data center surge is more natural gas
- Woodside secures $1.9B investment from Williams in Louisiana LNG partnership
Quick Brief - U.S. Natural Gas Exports to Mexico Reach New Records.
Pipeline exports to Mexico averaged 7.5 bcf/d in May of this year which is the highest on record. Additionally, on an annual basis records are also being shattered as seen in the graph below.
Mexico has had a prosperous trade relationship for natural gas and is effectively reliant on the United States in a similar way to how Europe was reliant on Russia before the Ukraine war. However, while we are seeing these import records broken, the system is only at around half maximum capacity. Several factors limit U.S. natural gas exports to Mexico such as infrastructure constraints and limited storage capacity within the country. Mexico does have plans in progress to expand domestic pipeline networks to meet future demand as well as entering the LNG export market.
How will the natural gas trade relationship between these two countries continue to evolve and will we see continuous increases in gas flows to Mexico? You can answer that question with GPCM. Market simulation tools such as RBAC’s GPCM® Market Simulator for North American Gas and LNG™ 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
Leadership, Legacy, and the Future of Energy: A Conversation with James Brooks
In a recent episode of the Leadership Impact and Talent Podcast, RBAC Inc.’s COO James Brooks shared how he is honoring the company’s legacy while shaping its future. Founded by Dr. Robert Brooks in 1997, RBAC has grown into a global leader in natural gas and LNG market simulation systems. James spoke with host Greg Downs about leadership, mentorship, and RBAC’s mission to empower better energy decisions and combat global energy poverty.
Read: Leadership, Legacy, and the Future of Energy: A Conversation with James Brooks
How Modern Energy is Changing Lives: Tackling Energy Poverty Through Innovation and Partnership
Access to reliable and affordable energy remains one of the defining challenges of our time. In a recent Energy News Beat podcast, Cyrus Brooks joined Anne Atkinson Hyer, Executive Director of the Bettering Human Lives Foundation, and host Stu Turley to discuss how modern energy solutions are transforming lives across the developing world. Their conversation explored the human, economic, and environmental impact of energy poverty—and how data-driven decision-making and local entrepreneurship can help close the gap between those who have energy and those who still live without it.
Read: How Modern Energy is Changing Lives: Tackling Energy Poverty Through Innovation and Partnership
Narratives Be Damned: The Golden Era of Natural Gas Is Here
Despite ongoing rhetoric and misinformation associated with natural gas, the industry and its investors continue to demonstrate remarkable resilience. What is the truth surrounding natural gas and are we in a ‘Golden Era’ of this energy?
Read: Narratives Be Damned: The Golden Era of Natural Gas Is Here
From Russia to the Rest: How Europe’s Russian Gas Ban Could Reshape Global Energy Trade
The European Union has indicated it may expedite the process of eliminating all purchases of energy from Russia by 2026, a year earlier than currently outlined in the REPowerEU roadmap. The goal of this roadmap is to stop all imports of Russian energy whether it is natural gas, oil, or uranium. For now the overall REPowerEU plan is still in the proposal stage but this brings up the question, where outside of Europe would the Russian gas flow to and how would Europe bridge the gap if it was ratified?
Read: From Russia to the Rest: How Europe’s Russian Gas Ban Could Reshape Global Energy Trade
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.
What Rising LNG Supply Means for Prices: U.S. vs. Global Expansion
The United States is determined to not lose its top spot in the market and has several projects set to come online over the next few years. What projects have already been approved for construction or are already under construction? And what projects are awaiting approval from the Federal Energy Regulatory Commission (FERC) or are in pre-filing?
Read: https://rbac.com/what-rising-lng-supply-means-for-prices-u-s-vs-global-expansion/
Food For Thought
Read some of our engaging commentary on social media and join us in the conversation.
Crouching Tiger, Hidden Dragon? Which Area is Surpassing the EU in Energy Demand?
Southeast Asia has quietly become one of the most dynamic frontiers for both energy investment and economic growth. These countries are running on a dual imperative: energy growth must be cleaner, but also reliable to power the future. What have they chosen? Countries from Indonesia to Vietnam are rapidly expanding natural gas and LNG infrastructure.
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.
