natural gas utilities

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 23, 2023 by Brandon Moffat · across every show →

Everything said about natural gas utilities, oldest first

Mar 23, 2023 positive
Insight
Moffat: 10–20 year utility RNG contracts beat volatile spot subsidies
“I actually am totally fine with moving gas to a utility at a lower price, because they're usually willing to sign terms, so 10 or 20 years, and so that just makes lots of logical sense versus a highly volatile LCFS and RIN market.”
Brandon Moffat Mar 23, 2023 ▶ 34:39 Betting big on renewable natural gas
Nov 3, 2023 bearish
Opinion
Roberts: All US natural gas utilities are facing a death spiral
“And that's an alternative to natural gas utilities, slowly withering and dying, which is what all the natural gas utilities across the country are facing right now.”
David Roberts Nov 3, 2023 ▶ 47:40 The Volts crossover episode
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