In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley sits down with Dr. Robert Brooks of RBAC to explore global natural gas and LNG markets, including U.S. export trends, Asia’s rising demand, and Europe's energy challenges. We discuss geopolitical impacts, FSRUs, LNG-to-power growth in Southeast Asia, and why net-zero policies are backfiring in industrial economies. Dr. Brooks also highlights RBAC’s forecasting software and long-term LNG price trends, offering sharp insight into the future of global energy.

If you are in the AI, Data Center space there are a couple of key companies you need to have on your speed dial, and RBAC is one of them. Understanding the global natural gas and LNG market is crtical for your business, data center, or the use of AI.

With the reports from the Department of Energy that we have talked about that power blackouts could increase 100 fold, you need to look at your power plans to keep your business running in ways we did not have to in the past.

Thank you Dr. Brooks for stopping by the podcast, it was a lot of fun. - Stu.

Check out RBAC here https://rbac.com/

Follow Dr. Brooks on his LinkedIn here: https://www.linkedin.com/in/robert-brooks-ph-d-8081231/

Highlights of the Podcast 

00:00 - Intro

01:15 - Strait of Hormuz & Iran’s Threats

01:56 - LNG Projects in the U.S. & Gulf Coast

03:42 - Alaska LNG Project History

06:16 - Global Energy Diplomacy

08:00 - RBAC Software Overview

09:40 - North America Dominates Global Production

11:15 - Asia’s Natural Gas Growth

14:54 - Virtuous LNG Cycle in Developing Nations

18:06 - FSRUs & Fast-Track LNG Infrastructure

20:04 - Hawaii’s Dirty Secret: Fuel Oil

21:26 - Long-Term LNG Contracts & U.S. Exports

22:08 - Middle East Energy Giants Go Global

24:32 - Europe’s Return to Fossil Pragmatism

25:58 - U.S. Voters Prefer Pragmatism on Energy

28:05 - Germany’s Industrial Collapse

30:22 - Rising EU Skepticism in Eastern Europe

31:07 - China’s Political Uncertainty & Trade Realignment

34:56 - LNG’s Global Role in Economic Alignment

35:39 - Slide 35: LNG Price Forecasts

37:49 - Maritime LNG Demand Trends

40:02 - Geopolitical Games & Energy Metrics

41:01 - Closing & Next Steps

Check out the Full Transcript and other story features on the Energy News Beat Substack https://theenergynewsbeat.substack.com/