Matthew Smith

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466 appearances 1 recordings 1 series first heard Jul 2026 last heard 21 Jul

Matthew Smith’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Invest Like the Best with Patrick O'Shaughnessy · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · 21 Jul 2026 podcast

And then the Vogel 3 and 4 experiment, where it costs three times as much and took 15 years, I think, from birth to commercial service.

That's the recent memory of these experiments.

nuclear units.

But if you go out to the 2030s, what I'm describing in terms of gas deficit only gets worse in 31, 32 and beyond.

And so in our mind, the only viable solution is to build large scale nuclear as fast as possible, which would mean it needs to come on in 2033 or 2034, which is as soon as it can come on.

Regular utilities, hyperscalers, regulators should all align around that goal.

But because people don't really believe that gas is in short supply as the decade goes along.

They don't believe in the problem.

They don't like the solution.

They need to be convinced of the problem.

And the country has a history of building pipelines to solve problems that exist today, not problems that will exist in five or 10 years.

And so we're trying to get out ahead.

and see where the puck's going.

And where it's going is we are going to need large-scale nuclear by 2033, 2034.

Many of the SMRs are still science experiments.

The NRC and the U.S.

government are actually doing a fair number of things to break down the barriers to bringing those and to see if they work or not and what the cost will be and whether they can be scaled or not.

But many of these SMR companies are not set up to manufacture and truly scale for the solution that's needed to solve this problem, which is tens of gigawatts as you go into the 2030s.

That points us to these AP-1000s.

So since Vogel 4 came on and Vogel 4 experienced very material improvements from Vogel 3 in Georgia, today China is building 39 plus or minus nuclear reactors.

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