
LNG, Trade, and Summer Strains: A Hot Time for Natural Gas
Summer is fast approaching, the weather is heating up — and so is the natural gas market. As we enter the final month of spring in the Northern Hemisphere, eyes turn to rising temperatures, peak power demand, and the intensifying global trade and energy landscape. From shifting gas flows to renewed LNG tensions and tariffs, this season promises surprises. In this edition of RBAC’s newsletter, we dive into what’s moving the market and how industry professionals can stay ahead.
We have a quick brief covering domestic inventories, the relationship between natural gas and power generation, highlights from Natural Gas in the World podcast, revisiting Russia’s LNG strategy, natural gas as a gateway to cleaner energy, and a potential resurgence of activity in the Gulf of Mexico. If we’ve ever said our newsletter is jam-packed with insights, those words take on new meaning this month.
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Quick Brief – U.S. Natural Gas Inventories Update
Colder than normal temperatures across the United States to kick-off 2025 led to increased demand for natural gas and high amounts withdrawn from storage. According to an EIA report, “By the end of March, the least amount of natural gas was held in U.S. underground storage in the Lower 48 states since 2022”. In fact, one of the largest ever weekly storage withdrawals occurred in late January where 321 BCF of gas was consumed from storage.

Storage inventories in the Mountain and Pacific regions are still holding strong, but the East, Midwest, and South Central regions were significantly less than the average for March.

As of April 18th, working gas in underground storage was reported to be at 1,934 BCF which is down nearly 20% compared to this time next year. Gas flows coming from storage are an important indicator of demand and is primarily driven by seasonal weather patterns. GPCM enables market analysts to run scenarios to run scenarios for mild to severe weather and see how supply and demand are affected in the short, medium, and long-term. Watch the short video below to learn more about the incredible capabilities of GPCM to enhance your natural gas market analysis.
Announcements
Enhanced Graphical Display System Released
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.
Production Data at Your Fingertips
Introducing the Hydrocarbon Production Database in collaboration with Criterion Research, LLC. Do you need a low-cost, user-friendly, and cloud-based solution to help you analyze gas production data?
Find out how could these analytics and insights can improve your decision-making.
Contact us for a free demonstration today and let’s discuss how HPD aligns with your needs.
Articles & Media
The Double Prime Mover: Electricity Runs the Future, But Natural Gas Keeps It Running

There is much talk about the future running only on electricity — but what’s quietly making sure the system doesn’t break down? There’s a support underneath the energy transition movement, and it’s not what most headlines are telling.
Read – The Double Prime Mover: Electricity Runs the Future, But Natural Gas Keeps It Running
Natural Gas and LNG in the World Podcast Highlights
RBAC’s CEO and Founder, Dr. Robert Brooks once again had an insightful conversation with Armando Cavanha covering what has taken place in the global gas market in the first quarter of 2025. It was an incredible discussion that covered all facets of the market and the interplay between key regions such as North America, Europe, and Asia.
Click here for highlights and listen to the full conversation below
To Be or Not to Be – Russian LNG Revisited

There is no doubt we hear echos and rumblings of a possible return of Russian gas to Europe—not that it ever left, in actual fact. Let’s take a look at Russian LNG.
Earth Day: People, Energy, and the Planet

Our purpose is to help energy companies make better energy decisions. And we’ve created natural gas market modeling software that lights the way to the future. So how does this help the environment? Let’s see how better decisions can indeed help bring a better environment and society into fruition.
Will there be a Resurgence in the Gulf of Mexico?

Is there a new window of opportunity in the Gulf of Mexico for investors looking to expand offshore natural gas production?
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.
Who Will Benefit from the U.S.-China LNG Trade Disruption?

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?
Food For Thought
Read some of our engaging commentary on social media and join us in the conversation.
Future of New U.S. LNG Projects

We are now a few months into the new presidential administration in the United States, what is the current state and future outlook for LNG exports?
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.