Would you say new coal plants are part of their global influence and domestic economic security too?

Not proud to say it, but I also have some familiarity with regularized benders.

Penix looks like he's gonna be a star

No question that demand uncertainty in different regions is a big factor, but strongly disagree that market effects don't move the needle. US gas is clean + getting much cleaner, and on net displaces far more higher emissions gas and even higher emissions coal/oil than it does renewables.

I agree the analysis is outdated. You may have seen that earlier this month DOE released new LCA estimates finding a 32% reduction in intensity from 2017 - 2020. So improved ops + analysis is resulting in convergence with EPA figures. US is clean + getting cleaner. www.netl.doe.gov/projects/fil...

In DOE's 2019 LNG LCA, they estimated that 59% of emissions from Russian pipeline gas to Europe was upstream of combustion (599 kg CO2e/MWh)--double USLNG upstream emissions (301). Not accounting for differences like that surely has potential to significantly impact results.

Bears fans are right. Eye test shows Daniels as a much better QB than Williams, at least right now.

Belated thanks for this response Arvind. Have read through the study and am concerned about emissions figures since GCAM doesn’t have LCA estimates on non-US energy sources displaced by USLNG. And same emissions rate is assumed through 2050z Makes for very crude & unrealistic estimates

Could you elaborate Arvind I’m not following why the commentary is terrible? Digging into the report and unfamiliarity with GCAM is a bit of an obstacle for me.