So all the predictable arguments aside...
Why is no one talking about the "other grid" capacity here?
Natural gas at this scale cannot be delivered by truck. It's piped in direct from fields, typically.
When do we run out of natural gas "grid" capacity in these locations? I can't imagine we're that overbuilt compared to the electrical grid itself?
The big freeze in Texas is a recent example of the natural gas grid having localized "brownouts" due to a few factors - one of which being the demand of all the natural gas peakers trying to fire at once.
Seems like this is the next infrastructure piece to have a supply crunch to me? There are places (North Dakota) so contranstrained by capacity to deliver gas to the "grid" that they simply flare it off because it's cheaper to pay the government to do that vs. lay pipe. This implies to me that natural gas is about to become more valuable.