From Pipelines to AI: Natural Gas Market Highlights
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, announcing our upcoming webinar, the 2025 edition of Gastech, and how natural gas is the fuel of choice for AI and data centers.
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Special Announcement
Dear colleagues, clients, and friends,
After more than two decades of dedicated service at RBAC, and forty years in the energy industry, Bethel King, our esteemed Senior Director of Market Analysis has retired.
Bethel joined RBAC in 2003, bringing with her a wealth of experience from Phillips Petroleum, GPM, and Williams Energy Services. Her deep expertise in natural gas operations, marketing, and trading, combined with her technical acumen, made her an invaluable asset to our team and to the broader energy community.
Throughout her tenure at RBAC, Bethel played a pivotal role in developing and refining the GPCM® Market Simulator for North American Gas and LNG™, delivering personalized analysis and insights to clients across the industry. Her leadership in preparing the quarterly GPCM Base Case outlook and mentoring clients has left a lasting legacy. Bethel’s ability to bridge complex modeling with real-world market dynamics has helped shape the way our clients understand and navigate the energy landscape.
Beyond her technical contributions, Bethel has been a respected voice at industry conferences, sharing her insights on gas market trends and forecasting. Her passion for the energy sector and her commitment to excellence have inspired many.
As Bethel steps into retirement, we are pleased to announce that Scott McKenna and Rob Kachmar will be jointly stepping into leadership roles to continue RBAC’s GPCM base case release and market analysis efforts.
Scott brings a unique diversity and depth to RBAC’s analytical team, with experience spanning trading and analytics across Natural Gas, NGLs, Crude Oil, and Refined Products. With a background in Mineral Economics and advanced studies in Econometrics and International Economics, Scott has held roles in consulting, trading, and risk management. Since rejoining RBAC in 2019, he has led efforts to streamline modeling systems and enhance supply/demand forecasting and visual analytics.
Rob brings over a decade of experience in supply forecasting, asset optimization, and trading. He has been instrumental in RBAC’s quarterly release efforts, contributing deep expertise in infrastructure and market fundamentals. Rob also supports GPCM training and client advisory, and is a regular speaker at industry events.
Together, Scott and Rob will carry forward Bethel’s legacy of excellence, innovation, and client-focused analysis. Their combined experience and leadership ensure that RBAC remains at the forefront of energy market modeling and insight.
We congratulate Bethel on her retirement and welcome Scott and Rob into their new leadership roles. We are confident that the future of RBAC’s Market Analysis is in excellent hands.
Top Stories in Natural Gas and LNG from Around the World
Quick Brief – RBAC’s Users Webinar
As a precursor for our upcoming webinar on September 10th, we held a webinar for users of our market simulation tools covering the latest updates to our GPCM® Market Simulator for North American Gas and LNG™.
It was great to see and hear from our users while sharing our insights into the market. We covered Henry Hub price forecasts, supply, demand (with a particular focus on data centers), upcoming infrastructure, and other interesting topics such as general updates and enhancements to our model.
“Could pipe new pipelines and LNG facilities reshape flows? What’s the outlook for data centers and their impact on gas consumption? How regulatory changes and project decisions impact prices?” All of these questions and more were answered by our team of expert analysts.
Interested in hearing what our team has to say and have questions to ask them yourself? Read on for more information about the open-to-public version of this webinar taking place soon.
Announcements
Upcoming Webinar Open to Public
On September 10th at 10:00 AM central we will host a webinar covering our latest natural gas and LNG outlooks and how the models behind them work. We will also have a short Q&A session at the end of the presentation to answer your burning questions about the present and future of the market.
Visit our website for more information at the link below and register today!
Explore the Future of Natural Gas and LNG with Us!
Are you interested in understanding the short, medium, and long-term market outlook for natural gas and LNG?
Would you like to discover tools to 100X the value and results of your market analysis?
Join Us at Gastech 2025!
Gastech 2025 is rapidly approaching, bringing together energy experts from around the world to share insights, solutions, and strategies for providing reliable and affordable energy for the future. RBAC’s experts will be in attendance, and we invite you to connect with us during the event.
Schedule a time to discuss market trends, opportunities, and potential collaborations with RBAC, please contact us through the link below.
Articles & Media
Natural Gas and the Future of Data Centers: Powering the AI Revolution Introduction
In a recent podcast with Armando Cavanha, Robert Kachmar and Cyrus Brooks discussed how AI and natural gas will work together to power the future.
Read: Natural Gas and the Future of Data Centers: Powering the AI Revolution Introduction
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.
Rethinking Energy Demand Through 2050: Review of the EIA Annual Energy Outlook 2025
We looked at the U.S. Energy Information Administration’s (EIA) latest Annual Energy Outlook (AEO) and altered some of the fundamental assumptions with the GPCM® Market Simulator for North American Gas and LNG™ to see how the market reacted.
Read: Rethinking Energy Demand Through 2050: Review of the EIA Annual Energy Outlook 2025
Food For Thought
Read some of our engaging commentary on social media and join us in the conversation.
Does the U.S. need more Pipeline Infrastructure?
With U.S. production at over 108 bcf/d, what happens if you can’t get the gas to where you need it to go?
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.
