The biggest energy innovation in the last 10 years is the development of natural gas from shale, coal-bed methane and hard-to-reach places, write Daniel Yergin, a Pulitzer Prize-winning author and IHS CERA chairman, and Robert Ineson, senior director of global gas for IHS CERA. The U.S. is only beginning to understand the significance of having an abundant source of fuel which can take up the slack when renewables lack wind or sunshine to produce power, they argue.

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