1. NATURAL GAS IN A LOW-CARBON ENERGY WORLD

2. WHAT ROLE WILL NATURAL GAS PLAY IN A LOW-CARBON FUTURE?

3. EVOLUTION OF U.S. ENERGY USE
US Energy Consumption ( ) in quadrillion BTUs
120
100 80 60 40 20
NATURAL GAS AND RENEWABLES ?
AGE OF OIL
TOTAL ENERGY
AGE OF COAL
PETROLEUM
NATURAL GAS
AGE OF WOOD
COAL
RENEWABLES
WOOD
1880
1900
1920
1940
1960
1980
2000
1860
1840
1820
1800
2020
2040
2100
Source: US Energy Information Administration

4. THE ENERGY PYRAMID OPTIMUM ENERGY SOURCE RELIABILITY AFFORDABILITY
LOW-CARBON

5. THE LOW-CARBON ECONOMY
1140 GTCO2 FROM 2016 – 2100
IEA 450 SCENARIO
Coal
Oil
Gas
5000
4000
1000
2015
2040
2100
2000
3000
Budgeted Fossil Fuel Demand
toward 2100 (MTOE)
Compliance with
CO2 Budget (GtCO2)
2016 –
2040
2040 –
2100
725
415
1140 15 10 5
2016
2040
2100
CO2 Emissions Budgeted
by Fossil Fuel (Gt CO2)
Coal
Oil
Gas
Source: IPCC; IEA WEO 2015, Rystad Energy research and analysis

6. THE NATURAL GAS ADVANTAGE
Natural gas generates 250% more electricity than coal within the same carbon budget
Stationary Combustion Factor
(kg CO2/kWh)
Power Generation Conversion
(% Efficiency)
Electricity Emission Factor
(kg CO2/kWh-el) X =
353
35%
1008
245
40%
613
192
48%
400
318
27%
677
236
20%
502
181
34%
297
388
47%
1435
254
1271
203
61%
598
OIL
COAL
NATURAL
GAS
Average
Low
High
Source: EIA 2015 (Emission factors for greenhouse gas inventories), Ecofys 2014 (International comparison of fossil power efficiency and CO2 intensity), Rystad Energy team research and analysis

7. THE TRANSITION DISCONNECTS Avoiding The Pitfalls/Recognizing The Opportunities
Demand Projections
Outdated Business Models
Assessing Climate-Change Risks
Myopic Decarbonization Policies

8. THE FUTURE OF NATURAL GAS
Identify and pursue “use-driven” policies and new technologies that will allow natural gas to thrive in a low- carbon energy future.

9. USE-DRIVEN POLICIES “The Bridge”
Downstream Economic
Development Opportunities
Power Industry
Opportunities
Energy Efficiency and
Low-Carbon Incentives

10. NEW TECHNOLOGIES “Beyond the Bridge”
New Products
Graphene Production
Methane to
Ethylene & Liquids
New Processes
Solid Oxide Fuel Cells
New Advances in
Energy Conversion