My initial reactions to AEO 2019, with charts and data:
0% electricity load growth is temporary. Electric demand will increase as electric vehicles and heat pumps become dominant in their market sectors. EIA doesn't model this since it is based on current law, not reasonable expectations.
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FWIW,
#AEO2019 has the count of residential natural gas furnaces growing twice as fast as electric heat pumps and natural gas water heaters growing twice as fast as electric water heaters. Electrification is not the source of demand growth in the residential sector. -
Dig into the residential equipment stock values here: https://bit.ly/2Wg3K2T
End of conversation
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