Richard Meyer

40-50 GW

Where do you get 100 GW from?

Siemens has also announced capacity expansion.

This is not correct.

Why are turbines sold out?

This is not only correct, it is *obviously* correct. Natural gas is the practical near-term solution to fuel AI.

I'd add another layer: AI is a national security priority. Therefore, U.S. natural gas resources and infrastructure are strategic assets to leverage in the AI race.

More recently, our Building for Efficiency study included gas furnaces + electric heat pumps among the different technologies studied for new construction. www.aga.org/research-pol...

Pathways to Net-Zero - American Gas Association

See our 2022 Net Zero study. One scenario was a hybrid gas-electric heating focus to highlight an approach with coordinated gas and electric infrastructure planning and optimization through the use of hybrid gas-electric integrated heating systems.
www.aga.org/research-pol...

There's a pathway to net zero with hybrid. We studied it!

This is a wild statistic: Williams CEO at CERAWeek just said that permitting costs of a pipeline project are twice as much as the pipe itself.

Some historical perspective on where natural gas prices are.

U.S. renewable natural gas supply is relatively small compared with conventional fuels but is growing quickly, up 30% in 2024 led by additions of landfill gas and agriculture projects.

Data and analysis from a new S&P Global analysis on U.S. LNG exports: spglobal.com/content/dam/...

If pending U.S. LNG projects were canceled, 85% of the displaced export volumes would be replaced by conventional fuels, including extended coal plant operations in Europe and Asia. On a life-cycle basis, coal’s greenhouse gas emissions are 65-69% higher than those of U.S. LNG.

You're referring to gas fireplaces and portable heaters, and they use more because gas homes are typically located in colder climates.

I take your point that it's best that we don't force consumers to heat with only specific appliances. People need lots of options.

When folks cite heat pump sales exceeding gas furnaces, remember that most heat pumps are installed in the South, primarily for cooling and as a replacement for inefficient electric heat. Gas furnaces are still the preferred source of heat where it's cold.

Three Facts About Backup Heating About half of U.S. households with a heat pump have some kind of backup heating. February was cold. Unusually cold throughout much of the United States. Polar vortex conditions brought record-break…

Don't take my word for it. UC Berkeley did the analysis: energyathaas.wordpress.com/2025/03/03/t...

Half of electric heat pumps use "backup" heat, most of which is extremely inefficient resistive heat. Many homes need "backup" at least every week, and four out of five need additional heat when it's cold.

Full fuel cycle as applied in the U.S. does (and should) include methane and other GHGs across each energy trajectory.

My original post was intended to illustrate the size and scale of gas storage on a given peak day. You're right that efficiencies in end uses, whether electricity or direct gas use, need to be incorporated alongside generation and other full fuel cycle energy requirements.

ht natural gas

Encouraging and helpful: US emissions on pace to fall 1.00% in 2024. 🔌 💡

The amount of U.S. natural gas pulled from underground storage on January 21 was the energy equivalent of 900 gigawatts of power generated over 24 hours.

Some terrible arguments offered here with some huge logical holes. Scaling hasn't produced AGI yet therefore scaling isn't working? Ironically the author would have benefitted by asking AI to critique the article first.

We're at the precipice of a new US industrial revolution. And natural gas is the foundation fuel. #EnergySky

The market is saying that natural gas is the key to unlocking growth while meeting affordability, reliability, and sustainability needs.

Its not just AI requirements. It's new manufacturing, transportation, and more.

And if we keep retiring coal, emissions will go down.

Another aspect the DOE report fails to capture is the pollution reduction from U.S. LNG exports displacing coal and the resulting immense public health benefits.

It might, and that's the issue. Other studies have found that without U.S. LNG exports the vast majority of global energy would be met with coal, oil, and domestic gas -- and very little renewables, which makes sense, particularly if U.S. gas is fueling industrial demand.

Jumping in here to reply to Arvind: The DOE GCAM results show that U.S. LNG displaces foreign gas. If DOE isn't properly accounting for upstream emissions of foreign gas supply vs a declining upstream profile for the U.S., then it is underweighting the emissions benefits of U.S. LNG.

Why does this chart show less than 250 GW of fossil fuel capacity? There was 489 GW of natural gas capacity alone in 2024Q3, per your source.