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The future of natural gas

Catalyst with Shayle Kann

CHAPTER

Is There a Death Spirale for Electricity?

There is a potential future in which there is a version of a dust spiral from natural gas. The falling cost of solar has made electricity much more of a valuable prospect for decarbonization at much larger scale. People start to think that electrify everything becomes more plausible, and simultaneously, natural gas businesses lose revenue. And then, as you described with the initial thesis ten years ago in the electric utility business, that cycle repeats itself and leads to death spiral.

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