Chuck Stanley
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chuckstanley.bsky.social
Chuck Stanley
@chuckstanley.bsky.social
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I cover the renewable energy transition, public policy, and international development. Bylines for @infranews, @Forbes, and @Debtwire.
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chuckstanley.bsky.social
Yet another indication climate targets are no longer in the driver's seat when it comes to renewables development: Southern Company weakens ties between executive compensation and emissions reductions.

Demand growth is the name of the game now.

energyandpolicy.org/southern-com...
Southern Company has quietly weakened the key greenhouse gas reduction metric used in its executive compensation program — a move that makes it easier for top executives to receive performance payouts while doing less to reduce emissions.
April 22, 2025 at 4:19 PM
chuckstanley.bsky.social
Out of 5 global demand scenarios examined in the report, only 1 results in demand exceeding the ~48.5 Bcf/d already approved for export by 2050, and even that doesn't happen until the 2040s
Image of a DOE graph showing projected US LNG exports under various scenarios. Current projections for global LNG demand growth and unlimited US LNG exports result in demand reaching around 55Bcf/d by 2050. All other models, assuming various policy efforts to mitigate climate change result in US exports below 40Bcf/d over the same period.
December 17, 2024 at 11:22 PM
chuckstanley.bsky.social
Lots of interesting stuff in DOE's report on US LNG exports. One thing that jumps out is this concise summary of how changes in gas prices reverberate through the economy.

Limited export capacity has insulated US consumers from global energy market volatility

www.energy.gov/sites/defaul...
Image of text: ‘DOE analysis exposes a triple-cost increase to U.S. consumers from increasing LNG exports – the increasing domestic price of the natural gas itself, increases in electricity prices (natural gas being a key input in many U.S. power markets), and the increased costs for consumers from the pass-through of higher costs to U.S. manufacturers.
December 17, 2024 at 11:22 PM
chuckstanley.bsky.social
November 29, 2023 at 9:33 PM