40-50 GW

Where do you get 100 GW from?

Siemens has also announced capacity expansion.

This is not correct.

Why are turbines sold out?

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...

See our 2022 Net Zero study. One scenario was a hybrid gas-electric heating focus to highlight an approach with coordinated gas and electric infrastructure planning and optimization through the use of hybrid gas-electric integrated heating systems.
www.aga.org/research-pol...

There's a pathway to net zero with hybrid. We studied it!

Data and analysis from a new S&P Global analysis on U.S. LNG exports: spglobal.com/content/dam/...

When folks cite heat pump sales exceeding gas furnaces, remember that most heat pumps are installed in the South, primarily for cooling and as a replacement for inefficient electric heat. Gas furnaces are still the preferred source of heat where it's cold.

Don't take my word for it. UC Berkeley did the analysis: energyathaas.wordpress.com/2025/03/03/t...

Full fuel cycle as applied in the U.S. does (and should) include methane and other GHGs across each energy trajectory.

My original post was intended to illustrate the size and scale of gas storage on a given peak day. You're right that efficiencies in end uses, whether electricity or direct gas use, need to be incorporated alongside generation and other full fuel cycle energy requirements.

Some terrible arguments offered here with some huge logical holes. Scaling hasn't produced AGI yet therefore scaling isn't working? Ironically the author would have benefitted by asking AI to critique the article first.