Natural Gas and LNG in the
“No Pause but Yes Tariff” Era
We are a quarter of the way through 2025 and already it has been quite the year in natural gas and LNG. The global trade war has been the hot topic of the year and its long-lasting effects could shape the global market for years to come. What’s om this month’s newsletter? We have a quick brief covering U.S. gas demand in 2024, Alaska’s ambitious LNG and pipeline project, analysis of the trade war between the U.S. and China and how it affects LNG trade, a short survey to gain access to our latest global market outlook, a look at an upcoming podcast with Dr. Robert Brooks and Armando Cavanha, and announcing a new upgrade to GPCM’s graphical display system.
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Quick Brief - New U.S. Monthly Demand Records in 2024
Demand for natural gas in the United States saw significant growth last year and even set new demand records for Winter and Summer.
Historically, gas demand in the U.S. around that time of year is largely weather driven with peaks in demand expected in Winter and Summer. In Winter it is for heating in residential and commercial sectors while in Summer it is due to increased electricity generation needs for air-conditioning. However, despite monthly records being set for demand, the rest of the year were more muted.
Demand for gas in the United States is constantly growing and investments are being made into natural gas to increase the amount of gas in supply for power generation. And with data centers and AI on the rise, natural gas is the current fuel of choice for powering the future.
Because of this, it is imperative to know what the natural gas and LNG market within the U.S. could look like in the coming decades and what the exact role of gas will be in the energy mix. 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!
Announcements
24Q4 Global Gas Outlook
Are you ready for RBAC’s latest Global Natural Gas and LNG Market Outlook?
• Short, Medium, Long-Term
• Regional Developments (Asia, Europe, North America)
• Global Energy Policy
• And more!
Gain access to this free report by filling in this short survey and gain market insights you won’t find anywhere else!
GDS Pro
Introducing one of our latest additions to the GPCM® Market Simulator for North American Gas and LNG™ , GDS Pro! This enhanced version of GPCM’s Graphical Display System can now provide insight into pipeline structure and flows in more detail than ever before. It is also faster, contains new helpful features to streamline your analysis, and retains all of the old functionality you know and love.
Interested in learning more about GPCM and GDS Pro? Visit our GPCM page for more information and to schedule a free demonstration today.
Articles & Media
Alaska: New Frontiers in LNG
The famous 49th State is in an interesting position to add to the already robust U.S. LNG export portfolio, but first needs to avoid a domestic shortage and overcome challenges to make this dream of vast expansion into reality.
Read – Alaska: New Frontiers in LNG here
Who Will Benefit from the U.S.-China LNG Trade Disruption?
So, with 20/20 vision towards historical data and a look ahead to possible future outcomes with RBAC’s G2M2 Market Simulator for Global Gas and LNG, what might transpire over the next 4 years between the United States and China?
Read – Who Will Benefit from the U.S.-China LNG Trade Disruption? here
NG and LNG in the World
Join RBAC’s Founder and CEO, Dr. Robert Brooks as he joins Armando Cavanha to discuss natural gas and LNG in the global market.
Date: April 17th, 2025
Time: 4:00 PM Central
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.
A Tale of Two LNG Importers: Japan and Taiwan
All eyes are on Asia to lead global demand growth for natural gas and LNG, what are the different approaches to energy security in the region?
Food For Thought
Read some of our engaging commentary on social media and join us in the conversation.
Beyond the Price Curve: How Natural Gas Markets Market Simulation Reveals Real Opportunities
Cyrus Brooks takes a look at an EIA report from earlier this year regarding rising natural gas prices and sees how market simulation tools such as GPCM can be utilized to forecast the future of the market.
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.
