Rapidan was quoted in Natural Gas Intelligence discussing this week’s court ruling vacating FERC authorizations for the Rio Grande and Texas LNG projects. Investor uncertainty looms large in the wake of this and other recent Appeals Court decisions. The in-depth analysis provided

Earlier this week, Rapidan Energy held an executive briefing on the DC Circuit’s August 6 decision to vacate FERC authorizations for Rio Grande LNG, Rio Bravo Pipeline, and Texas LNG. Rapidan's Global Gas & LNG Service and Energy Policy Service Directors, Alex Munton and Glenn

Could oil prices reach $100 by November? Rapidan President Bob McNally tells CNN 's American CEO Club that, “This is going to get worse before it gets better. The story of the village boy who cried wolf did not end well — for the village or the boy... It’s hard to overstate how

Today, we hosted a webinar on the ongoing escalation between Israel and Iran, where our team presented a sharp assessment of the strategic objectives and risk calculations for Israel, Iran, the US and GCC states. We discussed detailed event odds on potential future developments.

Momentous Shift: McNally on US Weighing More Russian Oil Sanctions trib.al/H3P8pSJ

Looking forward to coming to London the week of January 20 with several Rapidan Energy Group principals to brief on what Trump 2.0 means for global energy, markets, and geopolitics. Delighted to collaborate with our friends at Azure Strategy. rapidanenergy.com/london-trump2p…

Europe needs to import more #LNG if it is going to reach even 80% of its storage capacity by Nov. 1. The tightening of this LNG to TTF spread suggests it is trying to do so and that the extended Troll maintenance is also a concern until it's actually over. #ONGT Center on Global Energy Policy

How Trump 2.0, Tariffs, and the LNG Boom Could Reshape Global Gas With Rapidan’s Alex Munton podbean.com/ew/pb-2xibr-19…

Thanks for having me on audie cornish CNN Rapidan Energy Group

A major winter storm sweeping the US almost everywhere “east of the Rockies” this week will likely cause severe "freeze‑offs", causing steep natural gas production losses and reducing feedgas flows to Gulf Coast LNG terminals. Our initial take based on extreme weather events in

Rapidan Energy Group’s veteran team of former White House and CIA officials and senior analysts has a proven track record helping energy investing and trading clients navigate risk environments like this. To learn more, DM us or email [email protected].

The Iran conflict just exposed a major vulnerability in global energy markets—when Qatar’s LNG supply halted, the world was reminded how quickly geopolitics can reshape natural gas flows and energy security. Rapidan Global Gas & LNG Director Alex Munton tells CNBC, “We’ve got

Months before today's headlines, Rapidan Energy Group mapped the exact scenario now moving oil markets — military action, Hormuz disruption, policy responses, and price impacts. Battlespace & Barrel Flow was built for traders and investors who refuse to fly blind. If you weren't

Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity available. Rapidan Energy Group

Our live briefing this morning, US–Iran War: Latest Developments, gave Rapidan clients the most up-to-date insight to anticipate and navigate through the Gulf War III, the world's largest energy crisis. To get on board, DM or email us at [email protected]. #Iran #GulfWar3

US political leaders, the oil industry, and traders are waking up to what we advised clients in June: restoring oil and LNG flow in the Strait of Hormuz won't be quick or easy. A load-bearing assumption in global energy is buckling. Rapidan mapped this out months ago. Check the

Thank you Joe Mathieu and Tyler Kendall for having me on Bloomberg Balance of Power yesterday, just before Secretary Burgum, to talk about oil, Iran, SPR, pump prices, and the federal government intervening in oil futures markets. Rapidan Energy Group youtube.com/watch?v=Tsb1On…

I'm honored and grateful to contribute this outstanding segment by 60 Minutes.

Rapidan CEO Scott Modell tells CNBC today that, "If we don't get a 45-day ceasefire, if we don't find an off ramp of some kind - which in our view we're headed in an escalatory direction - then I think you're talking about two tail risks that could be catastrophic for prices."

Markets are underestimating the escalating geopolitical risk in Iran and the Strait of Hormuz. “All the barrel-counters agree the Hormuz disruption is going to cause a severe crisis due to shortages and price spikes, but so far the broader community of macro investors and