The Future of Gas Utilities Series - Part 2: Evaluating ...
Transcript of The Future of Gas Utilities Series - Part 2: Evaluating ...
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16%
11%
23%
40%
<1%3%
6%
HIGH POTENTIAL FOR ELECTRIFICATION
ENERGY CONSUMPTION BY SECTOR
Source: EIA consumption data.
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ctio
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CANDIDATES FOR CLEAN FUELS
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UTILITY FRAMEWORK
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STRATEGIES TO DECARBONIZE WHILE GROWING BUSINESS
Expanded Regulatory Framework That Enables Solutions
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22
118
7
15
Source: AGA
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NY GAS PLANNING PROCEEDING – STAFF PROPOSAL
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Traditional Depreciated Original Cost (DOC) Approach Levelization Securitization
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Source: Politecnico di Milano, Osservatory Energy and Strategy, Hydrogen Innovation Report, 1° Comitato Guida, March 2021.
RAINBOW OF CLEAN FUEL OPTIONS
H2 H2
RNG
Remaining Industrial
Fuel Demand
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$0
$20
$40
$60
$80
NG Blue H2 GreenH2
RNG NG Blue H2 GreenH2
RNG NG Blue H2 GreenH2
RNG
2020 2030 2050
$/MMBtu
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$75/ton
Carbon Cost
Note: Forecasts are generated by Brattle’s clean fuel forecasting tool.
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brattle.com | 20
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Brattle’s Expertise Can Tackle Analysis That Spans All Building Blocks
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DECARBONIZATION, ELECTRIFICATION & ECONOMIC PLANNING (DEEP) MODE L
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ELECTRIC LOOP
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