
I used this graph in a presentation this week.
It’s a demonstration of what cheap batteries are doing, and why the gas magnates are so freaked out about the energy transition.
Two days, separated by 5 years of battery deployment, are represented here. What you can see is that in 2021, while a considerable amount of solar was being generated, there was an issue at sundown, during the part of the day when workers come home and fire up appliances, AC and the like, when fast ramping gas generators had to come online and bridge the gap between falling solar generation and peaking demand.
Fast forward to this year, and look what batteries, and increased imports of wind energy, have done to that ramping period, and gas demand in general.
You can understand why fracking baron and Energy Secretary Chris Wright is doing his best to sabotage clean energy.
Institute for Energy Economics and Financial Analysis:
Natural gas’ share of electricity generation in the market run by the California Independent System Operator (CAISO) fell to a record low on May 16, dropping to just 3.1% of total generation. That day was not an outlier either; from May 13-17, gas’ share of daily CAISO output was less than 10%.
May is a relatively low-demand period in CAISO, which accounts for about 80% of the California electricity market. But comparing 2026 generation data through May 15 with previous years (2021and 2025) shows that the state’s long-running efforts to cut its reliance on gas-fired generation are paying off. California eliminated in-state coal generation more than a decade ago; a power plant in Utah supplying Los Angeles ended its coal use late last year.
In 2021, gas’ generation share never fell below 20% and was 40% or higher on 99 of those 135 days. In 2025, the number of high-market-share days (more than 40%) dropped sharply, to 56, but gas’ minimum daily share still never fell below 20%. This year has been a different story. There have been 68 days already when gas’ market share fell below 20%, and there has not been a single day when gas accounted for more than 50% of CAISO generation.
Continue reading “How Batteries, Wind and Solar are Pushing Gas out in California”

