Buffett's utility holdings (i.e. PacifiCorp) are aggressively shutting down coal plants and ramping up their wind/solar capacity in their service territories.

Buffett's utility holdings (i.e. PacifiCorp) are aggressively shutting down coal plants and ramping up their wind/solar capacity in their service territories. One perhaps far-fetched possibility here might be that he is vertically integrating the natgas based aspect of their utility business instead of buying natgas from another company while as you say dealing with the intermittency of renewables, although that would require some kind of merger with those utilities so that the natgas input could be provided at-cost to them.