Hydrogen Is Just Another Hole for Natural Gas to Fill

In a way, the story of American natural gas is a particularly American story, one of entrepreneurial hustle, booms and busts, and a will to find opportunity where nobody’s looked. Of resourceful self-preservation for the sake of self-preservation alone. Of supply needing demand, and of manufacturing that demand through the means at hand, even if the logic is sometimes tough to follow. Natural gas has fueled American homes, American electricity, and, more recently, American plastics, an industry more usually fed by oil. As the grand ambitions for that last endeavor have begun to show signs of waning, the industry has once again pivoted, this time to embrace its potential as part of America’s climate future. When the Biden administration announced this year that its build-out of facilities for hydrogen—a fuel that could help reduce emissions from heavy industry—would have a starring role for natural gas, it was hardly a surprise: The industry appears to have worked hard to ensure its place.

The gas to downplay those dangers, using the same strategies, even the , as the tobacco industry to avoid regulation, and was largely successful. Preserving demand for the product—gas stoves were that made a home more likely to have a gas furnace, a gas clothes dryer, and so on—was key.