Richard Meyer
@richardmeyer.bsky.social
Vice President Energy Markets, Analysis and Standards @aga_naturalgas. Views my own.
Reminder that Texas is headed for a two-year electricity demand expansion not seen since the state’s boom years of the 1960s and is running about five-times the national growth rate.
October 13, 2025 at 1:18 PM
Reminder that Texas is headed for a two-year electricity demand expansion not seen since the state’s boom years of the 1960s and is running about five-times the national growth rate.
This is not only correct, it is *obviously* correct. Natural gas is the practical near-term solution to fuel AI.
I'd add another layer: AI is a national security priority. Therefore, U.S. natural gas resources and infrastructure are strategic assets to leverage in the AI race.
I'd add another layer: AI is a national security priority. Therefore, U.S. natural gas resources and infrastructure are strategic assets to leverage in the AI race.
April 19, 2025 at 3:34 PM
This is not only correct, it is *obviously* correct. Natural gas is the practical near-term solution to fuel AI.
I'd add another layer: AI is a national security priority. Therefore, U.S. natural gas resources and infrastructure are strategic assets to leverage in the AI race.
I'd add another layer: AI is a national security priority. Therefore, U.S. natural gas resources and infrastructure are strategic assets to leverage in the AI race.
This is a wild statistic: Williams CEO at CERAWeek just said that permitting costs of a pipeline project are twice as much as the pipe itself.
March 13, 2025 at 9:31 PM
This is a wild statistic: Williams CEO at CERAWeek just said that permitting costs of a pipeline project are twice as much as the pipe itself.
Some historical perspective on where natural gas prices are.
March 10, 2025 at 5:25 PM
Some historical perspective on where natural gas prices are.
U.S. renewable natural gas supply is relatively small compared with conventional fuels but is growing quickly, up 30% in 2024 led by additions of landfill gas and agriculture projects.
March 10, 2025 at 5:20 PM
U.S. renewable natural gas supply is relatively small compared with conventional fuels but is growing quickly, up 30% in 2024 led by additions of landfill gas and agriculture projects.
If pending U.S. LNG projects were canceled, 85% of the displaced export volumes would be replaced by conventional fuels, including extended coal plant operations in Europe and Asia. On a life-cycle basis, coal’s greenhouse gas emissions are 65-69% higher than those of U.S. LNG.
March 7, 2025 at 7:35 PM
If pending U.S. LNG projects were canceled, 85% of the displaced export volumes would be replaced by conventional fuels, including extended coal plant operations in Europe and Asia. On a life-cycle basis, coal’s greenhouse gas emissions are 65-69% higher than those of U.S. LNG.
You're referring to gas fireplaces and portable heaters, and they use more because gas homes are typically located in colder climates.
I take your point that it's best that we don't force consumers to heat with only specific appliances. People need lots of options.
I take your point that it's best that we don't force consumers to heat with only specific appliances. People need lots of options.
47% of utility gas homes also have backup heat. And their auxiliary use is higher than that of homes that utilize heat pumps on their primary source.
I don’t blame you though Richard. Bad blog post.
I don’t blame you though Richard. Bad blog post.
Half of electric heat pumps use "backup" heat, most of which is extremely inefficient resistive heat. Many homes need "backup" at least every week, and four out of five need additional heat when it's cold.
March 4, 2025 at 11:00 PM
You're referring to gas fireplaces and portable heaters, and they use more because gas homes are typically located in colder climates.
I take your point that it's best that we don't force consumers to heat with only specific appliances. People need lots of options.
I take your point that it's best that we don't force consumers to heat with only specific appliances. People need lots of options.
Half of electric heat pumps use "backup" heat, most of which is extremely inefficient resistive heat. Many homes need "backup" at least every week, and four out of five need additional heat when it's cold.
March 4, 2025 at 9:57 PM
Half of electric heat pumps use "backup" heat, most of which is extremely inefficient resistive heat. Many homes need "backup" at least every week, and four out of five need additional heat when it's cold.
ht natural gas
Encouraging and helpful: US emissions on pace to fall 1.00% in 2024. 🔌 💡
February 25, 2025 at 5:57 PM
ht natural gas
Reposted by Richard Meyer
Encouraging and helpful: US emissions on pace to fall 1.00% in 2024. 🔌 💡
February 25, 2025 at 5:35 PM
Encouraging and helpful: US emissions on pace to fall 1.00% in 2024. 🔌 💡
The amount of U.S. natural gas pulled from underground storage on January 21 was the energy equivalent of 900 gigawatts of power generated over 24 hours.
February 25, 2025 at 5:34 PM
The amount of U.S. natural gas pulled from underground storage on January 21 was the energy equivalent of 900 gigawatts of power generated over 24 hours.
We're at the precipice of a new US industrial revolution. And natural gas is the foundation fuel. #EnergySky
January 31, 2025 at 5:28 PM
We're at the precipice of a new US industrial revolution. And natural gas is the foundation fuel. #EnergySky
The market is saying that natural gas is the key to unlocking growth while meeting affordability, reliability, and sustainability needs.
Its not just AI requirements. It's new manufacturing, transportation, and more.
And if we keep retiring coal, emissions will go down.
Its not just AI requirements. It's new manufacturing, transportation, and more.
And if we keep retiring coal, emissions will go down.
January 13, 2025 at 1:47 PM
The market is saying that natural gas is the key to unlocking growth while meeting affordability, reliability, and sustainability needs.
Its not just AI requirements. It's new manufacturing, transportation, and more.
And if we keep retiring coal, emissions will go down.
Its not just AI requirements. It's new manufacturing, transportation, and more.
And if we keep retiring coal, emissions will go down.
Since 2005, the United States has achieved the largest reduction in carbon dioxide equivalent emissions from energy and industry. However, these reductions have been offset by significant emissions increases in other countries, most notably India and China. #EnergySky
December 28, 2024 at 10:24 PM
Since 2005, the United States has achieved the largest reduction in carbon dioxide equivalent emissions from energy and industry. However, these reductions have been offset by significant emissions increases in other countries, most notably India and China. #EnergySky
Reposted by Richard Meyer
IEA's report Geothermal Energy highlights the synergies with the O&G industry, but also accidentally highlights the need for regulatory & permitting reforms by describing what the O&G industry deals with as a normal part of doing business; 100's of permits & multiple NEPA reviews.
December 26, 2024 at 4:54 PM
IEA's report Geothermal Energy highlights the synergies with the O&G industry, but also accidentally highlights the need for regulatory & permitting reforms by describing what the O&G industry deals with as a normal part of doing business; 100's of permits & multiple NEPA reviews.
North America faces mounting challenges to maintain electricity resource adequacy as growth continues and thermal generation retirements are replaced with variable resources, according to the NERC Long-Term Reliability Assessment released this past week. #EnergySky
December 26, 2024 at 6:11 PM
North America faces mounting challenges to maintain electricity resource adequacy as growth continues and thermal generation retirements are replaced with variable resources, according to the NERC Long-Term Reliability Assessment released this past week. #EnergySky
European LNG imports by country. The U.S. comprises about half of the LNG imports to the EU and the vast majority into the UK
December 17, 2024 at 2:48 PM
European LNG imports by country. The U.S. comprises about half of the LNG imports to the EU and the vast majority into the UK
U.S. lower-48 natural gas daily demand reached the highest levels ever in early December.
Power demand and residential and commercial heating loads drive the relative records.
Gas demand for LNG exports down year over year for this period was not a principal factor.
Power demand and residential and commercial heating loads drive the relative records.
Gas demand for LNG exports down year over year for this period was not a principal factor.
December 14, 2024 at 10:43 PM
U.S. lower-48 natural gas daily demand reached the highest levels ever in early December.
Power demand and residential and commercial heating loads drive the relative records.
Gas demand for LNG exports down year over year for this period was not a principal factor.
Power demand and residential and commercial heating loads drive the relative records.
Gas demand for LNG exports down year over year for this period was not a principal factor.
The reason U.S. natural gas will power the data center and manufacturing boom—in addition to its availability, cost, and reliability—is that it's already the fastest growing energy source globally for two decades. It's poised to scale rapidly to meet diverse energy needs.
December 11, 2024 at 2:23 PM
The reason U.S. natural gas will power the data center and manufacturing boom—in addition to its availability, cost, and reliability—is that it's already the fastest growing energy source globally for two decades. It's poised to scale rapidly to meet diverse energy needs.
Reposted by Richard Meyer
Who else should I add to this oil & gas starter pack?
(And apologies if I’ve left anyone out. Not on purpose)
#OOTT #Energysky
go.bsky.app/LhaZvtY
(And apologies if I’ve left anyone out. Not on purpose)
#OOTT #Energysky
go.bsky.app/LhaZvtY
November 17, 2024 at 10:11 AM
Who else should I add to this oil & gas starter pack?
(And apologies if I’ve left anyone out. Not on purpose)
#OOTT #Energysky
go.bsky.app/LhaZvtY
(And apologies if I’ve left anyone out. Not on purpose)
#OOTT #Energysky
go.bsky.app/LhaZvtY
Reposted by Richard Meyer
BREAKING: Syrian state TV has announced the fall of President Bashar al-Assad's regime. Follow our live blog for the latest updates: www.bloomberg.com/news/live-bl...
December 8, 2024 at 9:27 AM
BREAKING: Syrian state TV has announced the fall of President Bashar al-Assad's regime. Follow our live blog for the latest updates: www.bloomberg.com/news/live-bl...
More cold coming to the U.S., but likely short lived. Next Thursday to be the coldest, according to Weather Trader.
December 7, 2024 at 4:16 PM
More cold coming to the U.S., but likely short lived. Next Thursday to be the coldest, according to Weather Trader.
U.S. natural gas production showing a noticeable uptick in recent days, just in time for the heating season.
December 3, 2024 at 2:40 AM
U.S. natural gas production showing a noticeable uptick in recent days, just in time for the heating season.
European natural gas demand may be down in aggregate but EU natural gas storage withdrawals in November are at their highest level on record since at least 2011. Gas remains critical, especially during Europe's recent cold and windless weather.
November 28, 2024 at 4:52 PM
European natural gas demand may be down in aggregate but EU natural gas storage withdrawals in November are at their highest level on record since at least 2011. Gas remains critical, especially during Europe's recent cold and windless weather.
European natural gas storage inventories are withdrawing at their highest level for any November going back to 2011. The question is whether this trend will continue.
November 27, 2024 at 10:10 PM
European natural gas storage inventories are withdrawing at their highest level for any November going back to 2011. The question is whether this trend will continue.