Natural Gas Markets in Motion: Demand, Infrastructure and LNG
Natural gas markets rarely stand still.
New LNG export capacity is coming online, power demand from data centers and AI continues to grow, new pipeline infrastructure is being developed, and geopolitical events can quickly alter the movement and price of gas around the world.
From Houston to Hormuz, these developments may seem far removed from one another, but increasingly they are part of the same interconnected natural gas market.
In this edition of the RBAC Newsletter, we look at several pieces of that changing picture. There is the upcoming RBAC seminar on November 18 in Houston, where we will explore RBAC’s latest outlook for North American and global natural gas and LNG markets. We also look back at some of the highlights and insights from the 2026 RBAC User Conference in Denver.
On the infrastructure side, we examine the recently announced Solitude Pipeline System and what another major route out of the Permian could mean for production, takeaway capacity, flows, and prices. And looking globally, we revisit the Strait of Hormuz and what disruptions to one of the world’s most important energy corridors could mean for LNG markets. Additionally, we also have Cyrus Brooks joining NJ Ayuk and Stuart Turley to discuss Africa’s energy ecosystem.
Markets change. Assumptions change. And sometimes the questions we were asking yesterday are no longer the ones we need to answer today.
Understanding how these different pieces fit together is what matters, along with being able to stress test what happens when changes do happen. Let’s dive in.
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Announcements
RBAC’s Fall Seminar: LNG Growth, Power Demand, Infrastructure and a Shifting Gas Market Exploring North American and Global Markets
On November 18th, energy industry professionals, executives, and decision-makers will gather in Houston’s iconic Galleria district for a seminar focused on RBAC’s 26Q3 outlook for the natural gas and LNG markets.
Attendees will gain insights into the short, medium, and long-term outlook for natural gas, explore potential market scenarios, and learn how these scenarios could impact the market through analysis using the GPCM® Market Simulator for North American Gas and LNG™ and G2M2® Market Simulator for Global Gas and LNG™.
Don’t miss this opportunity to gain valuable insights into the future of natural gas and LNG markets.
Top Stories in Natural Gas and LNG from Around the World
Quick Brief – Comparing Summer Henry Hub Prices to 2025
From June to August of this year, prices at Henry Hub averaged $2.93 per MMBtu this year which was a 6% decrease compared to the previous summer.
Even with record high temperatures being seen across the country resulting in increased electricity demand for air conditioning the prices were still lower than expected. A combination of new renewable capacity with high natural gas supply/storage were able to meet demand even during peaks.
With the Summer season now over and colder weather on the horizon, how will the market across North America shift towards the Fall and Winter seasons?
It is with tools like the GPCM® Market Simulator for North American Gas and LNG™ that allow for natural gas analysts to fully understand the entirety of the North American natural gas market and how each piece of the puzzle fits into the big picture.
GPCM simulates historical and future natural gas industry activity. Historical simulations are used to help calibrate GPCM for use in forecasting future market conditions. Analysts use simulations for scenario analysis and forecasts for North American gas flows, price and basis.
It is a complete system of interrelated models for simulating gas production, pipeline and storage capacity utilization, deliveries to LDCs, utilities, and industrial consumers, as well as commodity price at points throughout the North American market. GPCM’s purpose is high-quality market analysis in support of investment decisions which help you achieve your goals and that of your company or organization.
Articles & Media
Africa’s Energy Moment: From Poverty to Abundance
Cyrus Brooks recently joined NJ Ayuk JD, MBA. and Stuart Turley to discuss Africa’s energy ecosystem.
Africa is at an important crossroads in its energy development. The continent possesses significant oil and natural gas resources, a rapidly growing population, and enormous potential for industrial development. At the same time, hundreds of millions of people continue to lack reliable electricity and access to clean cooking fuels.
Check out some key insights from the incredible conversation here
When the Market Changes, Can Your Analysis Change With It?
The question isn’t simply what will the natural gas and LNG market look like?
It is also: What happens when something changes? And how do we test it?
2026 RBAC User Conference Recap
The RBAC 2026 Gas & User Conference, held September 9th to 11th welcomed users, partners, and energy industry experts to Denver, Colorado, where over three days, we explored shifting natural gas and LNG markets, infrastructure development, rapidly growing power demand, new tools and approaches to market analysis, and especially, ever more practical ways to get more out of GPCM® and G2M2® market simulators.
Solitude in a Crowded Room
“They say three is a crowd, and West Texas just got more crowded.
“On August 17th, 2026, WhiteWater midstream, along with four other companies, announced a Final Investment Decision (FID) on their Solitude Pipeline System joint venture. … What can we expect from the Solitude pipeline in terms of impacts to market fundamentals?”
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.
Hormuz Risk: Assessing the Impact of LNG Supply Disruptions
With tensions still high around the Strait of Hormuz, let’s revisit how the conflict in the Middle East has disrupted LNG flows and for how long this disruption could continue.
Read: ‘Hormuz Risk: Assessing the Impact of LNG Supply Disruptions’
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.
