Energy Infrastructure & Transition Overview
Opportunity for Natural Gas Infrastructure
KINDER MORGAN
Renewable alternatives are small in scale today, but could grow to meet nearly 20% of current U.S. demand as costs decline
U.S. SUPPLY
bcfd, 2020 & 2050 potential
120
100
08
80
660
40
40
20
20
RNG
Hydrogen
Natural gas
COST ESTIMATES
$ per Dth | 2020, 2030, & 2050
$29.00
$25.50
$33.44
$22.00
$21.55
4
$18.58
$15.00
$13.50
$9.50
$12.00
$8.00
$10.77
$8.17
RNG
$4.50
$2.50 $3.00
$1.00
Natural gas
$5.94
Green H2
Similar to the way natural gas is used today:
Both can be transported as a gas by pipelines, moved in liquid form by ships & stored in geologic caverns & depleted reservoirs
Could help decarbonize many sectors & applications: fuel for power & transport, heat for industry & buildings, feedstock for chemicals, etc.
Source: 2020 U.S. RNG supply estimated from EPA. 2050 U.S. RNG supply potential from NREL. "Energy Analysis - Biogas Potential in the United States." October 2013.
2020 U.S. hydrogen supply estimated from EIA. 2050 U.S. hydrogen supply potential from Hydrogen Council. "Hydrogen scaling up: A sustainable pathway for the global energy transition." November 2017.
Cost estimates from IEA & KM analysis. Current U.S. natural gas demand based on 2020 estimate of 96 bcfd (including exports) from Wood Mackenzie Fall 2020 Long Term Outlook.
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