renewable natural gas

also referred to as: rng

8 statements across 3 episodes · 1 bullish · 4 bearish · 3 people on the record · first statement Dec 9, 2021 by Andy Lubershane · across every show →

Everything said about renewable natural gas, oldest first

Dec 9, 2021 bearish
Assertion Supported
Lubershain: Biomass gasification for RNG costs 5x to 10x fossil gas
“Now, even, even that pathway can't scale to fully supply or even really nearly fully supply or replace the methane that we're using today, but it could take a more significant chunk out of it. It's generally at least today, a far more expensive pathway. You kn…”
Andy Lubershane Dec 9, 2021 ▶ 29:37 The future of natural gas
Dec 9, 2021 bearish
Assertion Supported
Lubershain: Landfill and livestock RNG cannot scale to meet gas demand
“The problem with all those sources of RNG landfills and cows and pigs is that they just don't scale to serve anywhere near the, Full amount of natural gas demand that we have today.”
Andy Lubershane Dec 9, 2021 ▶ 28:23 The future of natural gas
Jun 23, 2022 bearish
Assertion Supported
Lacey: Renewable natural gas can only meet 20% of gas demand
“Pretty much every state study and government study shows that it can only be, you know, that, that you were looking at between five and 20% Of the total gas supply. That's the amount of renewable gas that we could supply.”
Stephen Lacey Jun 23, 2022 ▶ 40:31 Which tech is overhyped, underhyped and just right?
Mar 23, 2023
Assertion Supported
Moffat: Landfill gas supplies the majority of RNG produced today
“Where a majority of the RNG comes from today is from landfill gas.”
Brandon Moffat Mar 23, 2023 ▶ 8:50 Betting big on renewable natural gas
Mar 23, 2023 bearish
Prediction Not checkable as stated
Moffat: RNG sector will see buyer attrition due to operational complexity
“Other ones is going to be an entirely new kettle of fish that's going to be really hard for them to be able to figure out because you've got to go manage this, these facilities, and there are smaller volumes, and they require more attention, and so I would say…”
Brandon Moffat Mar 23, 2023 ▶ 37:00 Betting big on renewable natural gas
Mar 23, 2023
Assertion Supported
Moffat: Renewable natural gas is only at roughly 2% market penetration
“And so I think you're probably two-ish percent penetration Of the 10 to 15 we talked about, ah, and really the wastewater treatment side and the food waste side is largely untapped, ah, right now”
Brandon Moffat Mar 23, 2023 ▶ 20:18 Betting big on renewable natural gas
Mar 23, 2023
Assertion Supported
Moffat: Unsubsidized landfill RNG sells for $10 to $20 per MMBTU
“What we've seen from the revenue side or what that gas sells for, it will be anywhere from 10 dollars to 20 dollars a MMBTU is what that gas sells for in the non LCFS RIN markets. So if this is going to utilities or voluntary buyers, typically you're seeing t…”
Brandon Moffat Mar 23, 2023 ▶ 11:09 Betting big on renewable natural gas
Mar 23, 2023 positive
Assertion Supported
Moffat: Stacking RINs and LCFS pushes dairy RNG to $70–$90/MMBtu
“Where landfill RNG to the utility market may move for 10 to 20 dollars in MMBTU. They can be north of 50 dollars in MMBTU by the time they take the RIN and the LCFS credit in consideration, so they get in a transportation setting, and so the same for dairy. Li…”
Brandon Moffat Mar 23, 2023 ▶ 29:31 Betting big on renewable natural gas
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