natural gas

“I think now something like 50 cities in California have passed similar laws”

“There's research showing that there may not be enough renewable natural gas to serve the, serve people at the level that natural gas does today.”

“Europe depends very heavily. It has for a long time, and that really hasn't changed on Russia for anywhere to a third to even 40% of its natural gas consumption.”

“If you had a complete Cut off in Russian gas exports to Europe. There's almost no way to make up for that. There's just not enough molecules. There's not enough natural gas around the world.”

“The dispatching in the U.S. Power sector went, went back to favor call a number of months ago, perhaps even a year ago. So you can already see in the U.S. Emissions data, The impact that it, that it's had.”

“They have taken a huge chunk of the market away from coal, and they're cutting into natural gas's market share for providing electricity to the state, and there are oil and gas guys who really don't want to give up anything else.”

“When Russia invaded Ukraine last year, Germany was getting more than half of its gas from Russia.”

“Because for Putin, oil is about money, and natural gas is about geopolitics.”

“We've retired roughly 200 gigawatts of coal in the last twenty-ish years or so. Most of that has been replaced by natural gas, but that is not growing as fast as it probably needs to sort of maintain the reliability levels of the grid overall.”

“Today, half of the generation mix is gas, but pipeline constraints have led to high prices and unscheduled power plant outages in the winter.”

“If anybody is geeks out, look at Cal ISO's energy supply and demand on a daily basis any summer day, and you will see we are heavily dependent on natural gas still in the middle of the day at 12 o'clock in the afternoon when the sun is shining brightest.”

“About 10% of all of the natural gas produced in the U.S. Is exported, and any one of these facilities can process several percent of all of the consumer grade natural gas produced in the U.S. And ship it out around the world.”

“It's a quarter of all the coal, oil, and natural gas that we burn in the world is for industrial heat.”

“Here, just for simplicity, because it was on balance sheet, we said, fine, we will sell you heat at a discount to whatever the then gas price is.”

“Battery storage will be heralded as the savior of the grid a year from now, and we will deploy 10 times as much battery storage as we deploy natural gas.”

“Today, you know, solar power installed is, you know, 30 dollars a megawatt hour. Without the tax credits, it's 50 dollars a megawatt hour. That's more expensive than 30 dollars a megawatt hour. I get that. But that's not out of the money. Right? New natural ga…”

“Methane pyrolysis is only interesting if you have low cost natural gas, which hasn't always been the case, and if you are concerned about CO two emissions. And both of those factors really only started in about 2015 or so, once the fracking revolution took off…”