Excellent piece! Drills down into EIA forecast, of 1200 TWA increase over 10 years. I took this as a Fate Accompli in piece I wrote on my substack a month ago. Good stuff.
I think 5 years is an ambitious timeline for expanding any capacity beyond current shovel in the ground projects.
But you are probably right, with serious mobilization now, over a 10 year horizon substantial onshore capacity could be installed.
EIA is good on this. There are no non-“conspiracy theory” sources that have counterpoints. At “2021 levels” we have 86 years of dry natural gas left, assuming no undiscovered resources and tech… both of which have vastly improved.
As we roll forward, we’re good for the next 100 years+ (and likely longer with continued reserve discovery + tech improvements) by which one really hopes we’d have figured out batteries for renewables or nuclear fission/fusion better.
Excellent piece! Drills down into EIA forecast, of 1200 TWA increase over 10 years. I took this as a Fate Accompli in piece I wrote on my substack a month ago. Good stuff.
I think 5 years is an ambitious timeline for expanding any capacity beyond current shovel in the ground projects.
But you are probably right, with serious mobilization now, over a 10 year horizon substantial onshore capacity could be installed.
Let me know your thoughts!
https://open.substack.com/pub/brynjo/p/the-perfect-storm-when-green-ambition?utm_source=share&utm_medium=android&r=7otr1
It sounds like the US government will be subsiding the AI companies.
https://substack.com/@dekleptocracy/note/c-175333104
EIA is good on this. There are no non-“conspiracy theory” sources that have counterpoints. At “2021 levels” we have 86 years of dry natural gas left, assuming no undiscovered resources and tech… both of which have vastly improved.
As we roll forward, we’re good for the next 100 years+ (and likely longer with continued reserve discovery + tech improvements) by which one really hopes we’d have figured out batteries for renewables or nuclear fission/fusion better.
https://www.eia.gov/energyexplained/natural-gas/how-much-gas-is-left.php
https://www.eia.gov/tools/faqs/faq.php?id=58&t=8
Can you add links to the data for unlimited natural gas? And the counterpoints?