.

.

https://brattlefiles.blob.core.windows.net/webfiles/The Future of Gas/The-Future-of-Gas-Utilities-Series__Part-1.pdf

16%

11%

23%

40%

<1%3%

6%

HIGH POTENTIAL FOR ELECTRIFICATION

ENERGY CONSUMPTION BY SECTOR

Source: EIA consumption data.

Pro

du

ctio

n

CANDIDATES FOR CLEAN FUELS

–

–

UTILITY FRAMEWORK

1

2

3

4

STRATEGIES TO DECARBONIZE WHILE GROWING BUSINESS

Expanded Regulatory Framework That Enables Solutions

22

118

7

15

Source: AGA

•

•

NY GAS PLANNING PROCEEDING – STAFF PROPOSAL

Traditional Depreciated Original Cost (DOC) Approach Levelization Securitization

•

•

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

$0

$20

$40

$60

$80

NG Blue H2 GreenH2

RNG NG Blue H2 GreenH2

RNG NG Blue H2 GreenH2

RNG

2020 2030 2050

$/MMBtu

–

$75/ton

Carbon Cost

Note: Forecasts are generated by Brattle’s clean fuel forecasting tool.

•

•

•

•

Source: HEET

GeoMicroDistrict

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DECARBONIZATION, ELECTRIFICATION & ECONOMIC PLANNING (DEEP) MODE L

ELECTRIC LOOP