Matthew Smith

speaker

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

To build an OMG project, you need various approvals.

They're project financed.

You cite and permit many years in advance.

Most of these projects that get you from 15 or 16 BCF day-to-day nameplate to 35 are well on their way.

And so that's the primary incremental demand driver in the country over the last 10 years and will be at least for the next five.

We had moderate population growth during the 10s and teens into the 2020s.

We went through a period of stagnating electricity demand.

You had energy efficiency and some other things driving down electricity demand while you had more demand for gas-driven generation.

But it's really been in the recent past where compute has started to pull incrementally.

But before that, you had LNG as the main driver of demand.

Now let's put those together.

I just shared that we're going to go from about 15 to 35 BCF a day of incremental LNG exports.

And after evaluating every producing gas well and the entire pipeline and processing and gathering system, we have the capacity to add about 20 BCF a day of gas production, even without AI compute.

We had sources and uses matched between our ability to deliver new natural gas from Appalachia, Hainesville, Permian, and that which is supposed to leave the door through LNG.

Now in React Compute, there's so many different power generating ideas in order to power compute time to power that folks talk about so much.

It sort of goes from the large scale, most efficient assets, which are GE, Franova, combined cycle,

all the way down through the distributed generation assets, which we'll call fuel cells.

We will add or Caterpillar, solar turbines.

There are various local field level behind the meter assets.

Those assets are also relevant.

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