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 correct.
April 19, 2025 at 5:00 PM
This is not correct.
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.
More recently, our Building for Efficiency study included gas furnaces + electric heat pumps among the different technologies studied for new construction. www.aga.org/research-pol...
March 17, 2025 at 4:03 PM
More recently, our Building for Efficiency study included gas furnaces + electric heat pumps among the different technologies studied for new construction. www.aga.org/research-pol...
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.
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
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.
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.
There's always a different way to look at something.
The Sombrero Galaxy from Webb and Hubble
The Sombrero Galaxy from Webb and Hubble
November 26, 2024 at 2:21 PM
There's always a different way to look at something.
The Sombrero Galaxy from Webb and Hubble
The Sombrero Galaxy from Webb and Hubble
European and Asian natural gas prices already command a premium to the United States. Colder temperatures in Europe are pushing that spread even higher this winter heating season.
November 25, 2024 at 4:07 PM
European and Asian natural gas prices already command a premium to the United States. Colder temperatures in Europe are pushing that spread even higher this winter heating season.
Brace yourself!❄️A major Arctic outbreak looms as an upper-level trough dives deep into the U.S. by Dec 8. ECMWF forecasts show widespread cold anomalies. Energy demand is set to surge. #EnergySky
November 24, 2024 at 11:23 PM
Brace yourself!❄️A major Arctic outbreak looms as an upper-level trough dives deep into the U.S. by Dec 8. ECMWF forecasts show widespread cold anomalies. Energy demand is set to surge. #EnergySky
A curious energy tidbit: It was Lewis Strauss, chair of the U.S. Atomic Energy Commission in the 1950s—and later portrayed by RDJ in Christopher Nolan's OPPENHEIMER—who, talking about nuclear power, envisioned electricity that would be "too cheap to meter," coining the phrase. #EnergySky
November 23, 2024 at 12:17 AM
A curious energy tidbit: It was Lewis Strauss, chair of the U.S. Atomic Energy Commission in the 1950s—and later portrayed by RDJ in Christopher Nolan's OPPENHEIMER—who, talking about nuclear power, envisioned electricity that would be "too cheap to meter," coining the phrase. #EnergySky
Primary energy and final energy are complementary tools, both needed to evaluate the full-fuel-cycle energy and emissions of end-use equipment and fuel choices, accounting for from production to consumption. However, the conclusion here is flawed for a few reasons. #EnergySky
November 22, 2024 at 1:31 PM
Primary energy and final energy are complementary tools, both needed to evaluate the full-fuel-cycle energy and emissions of end-use equipment and fuel choices, accounting for from production to consumption. However, the conclusion here is flawed for a few reasons. #EnergySky
Europe's energy crisis is placed in full relief as its heating season begins windless and cold. Natural gas storage drawdowns are the second fastest in 15 years. But the challenge is systemic, meaning long-term impacts on European homes, business, and manufacturing:
November 21, 2024 at 1:32 PM
Europe's energy crisis is placed in full relief as its heating season begins windless and cold. Natural gas storage drawdowns are the second fastest in 15 years. But the challenge is systemic, meaning long-term impacts on European homes, business, and manufacturing:
Pretty astounding numbers on potential future natural gas growth. Everyone's models on natural gas power demand are going to need updating.
November 20, 2024 at 8:59 PM
Pretty astounding numbers on potential future natural gas growth. Everyone's models on natural gas power demand are going to need updating.