Renewables as a Bridge to Gas? America's Energy Logic Goes Backwards - CleanTechnica

The article discusses a controversial statement made by John Ketchum, CEO of NextEra Energy, at the Politico Energy Summit in June 2025, where he suggested that renewables like wind, solar, and storage should be viewed as a temporary "bridge" to expanding natural gas generation. This reverses the long-standing narrative that natural gas is a bridge fuel toward a renewable future. Ketchum’s argument centers on the urgent need for new electricity capacity in the near term, driven by rising demand from AI data centers, electric vehicles, and broader electrification. He emphasized that renewables are currently the only energy sources deployable quickly enough to prevent reliability crises, whereas new gas infrastructure faces significant delays. The delays in gas turbine deployment—often five to seven years—stem from manufacturing backlogs caused by limited production capacity, aging infrastructure, supply chain disruptions, and workforce shortages, rather than surging global demand. This bottleneck is partly a consequence of the market’s long-term shift away from