Natural Gas: The Energy Fueling Tomorrow’s Tech Revolution
As the world accelerates its push to build the digital infrastructure of the future, natural gas is emerging as a key force powering the tech revolution. Surging energy demand from data centers fueling artificial intelligence, cutting-edge semiconductor manufacturing, crypto operations, and global cloud computing networks is reshaping the energy landscape. And while renewables continue to expand their role, natural gas remains the dependable foundation providing the scalable, flexible, and lower emission power required to keep these systems operating around the clock. Its reliability and efficiency make it an essential bridge between today’s technology demands and tomorrow’s breakthroughs.
In this edition of RBAC’s monthly newsletter you will see how natural gas is powering the future: We have a look at the last update to our 25Q3 base-case for the GPCM® Market Simulator for North American Gas and LNG™, Cyrus Brooks and Armando Cavanha meet once again to explore Bill Gates’ latest reflections on climate policy, his article “Three Tough Truths About Climate,” last but certainly not a least we have a recap of our annual user conference that took place in Houston on November 19th through the 21st.
Join our mailing list today and receive updates directly from RBAC. Not only will you receive this newsletter in your inbox, but also those who sign up on our website will also receive articles a week in advance and other important communications from the team here at RBAC.
Top Stories in Natural Gas and LNG from Around the World
Quick Brief – U.S. Natural Gas Prices Across Different Sectors
Natural gas prices in the United States have increased across all sectors this year as a result of increases in wholesale natural gas prices. However, the amount is different across the sectors. The EIA reports that they expect, “The 2025 annual average price of natural gas paid by electric power plants to increase by 37% and the price paid by industrial sector customers to increase by 21% compared with the 2024 averages.”
Players in industrial and electric power customers usually purchase natural gas wholesale. This means that the wholesale price directly affects these sectors more than it does for commercial and residential.
How will natural gas prices continue to evolve in the coming years? And how can power analysts factor natural gas prices into their market modeling and analysis?
RBAC’s Gas4Power enables analysts to fully understand the intricacies of how gas and power markets interact and eliminate differentials between price and demand forecasts generated by both gas and power market models. Watch the short video below to learn more about the capabilities of G4P to enhance your market analysis.
Interested in a free demonstration of Gas4Power? Contact us by clicking here and schedule one today!
Articles & Media
25Q3 Insights, Using GPCM to Capture AI’s Growing Energy Footprint
25Q3 has been awash with stories, new articles, and reports about the impact of AI and data centers on energy demand, and justifiably so – the billions of dollars already invested in digital and physical infrastructure will only increase in the coming years. We at RBAC continue to evaluate information about data center demand, particularly as it relates to our GPCM base case, and the role natural gas plays in providing stable, reliable electric power.
Read: 25Q3 Insights, Using GPCM to Capture AI’s Growing Energy Footprint
From Climate Alarm to Human Welfare: Bill Gates’ New Energy Equation
In a recent discussion between Cyrus Brooks and Armando Cavanha, the two explored Bill Gates’ latest reflections on climate policy, his article “Three Tough Truths About Climate,” and what his evolving stance reveals about the intersection of energy, economy, and human welfare.
Listen to: From Climate Alarm to Human Welfare: Bill Gates’ New Energy Equation
2025 User Conference Recap
RBAC welcomed users, partners, and industry leaders to Houston for the 2025 Gas & User Conference—three days of market intelligence, hands-on model exploration, technical deep dives, and collaborative discussions about the future of natural gas, LNG, and global energy markets.
See highlights from the incredible event: 2025 User Conference Recap
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.
How Will the U.S. Energy Mix Trajectory Change Under the New Trump Administration?
At the beginning of 2025 we took a look at how the new administration could change the U.S. energy strategy, how did our prediction compare to what took place over the year?
Read: How Will the U.S. Energy Mix Trajectory Change Under the New Trump Administration?
Food For Thought
Read some of our engaging commentary on social media and join us in the conversation.
The AI Race
You can’t lead in AI if you don’t lead in electricity and in the United States, natural gas is the fuel of choice to meet that demand. Cyrus Brooks give’s his thoughts on a recent podcast featuring Chris Wright, the Secretary of Energy.
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.
