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 · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
It's over TCF, about a fourth of the U.S.
storage.
If I think about this on a three to five year plus basis, Canada by far has the deepest and richest resource of economic gas in the ground, but it's been trapped behind pipe.
I would build a one to two BCF a day at least pipe into the U.S.
Midwest, the MISO power market, and then wheel it around MISO, PJM, SPP, ERCOT, and try to satisfy this demand because I really don't want to see demand slow.
I really don't want to see consumers' bills go up.
What are the implications of this for the rest of the world?
Well, the U.S.
has become the leading provider of natural gas with our exports going from virtually zero to starting in the teens.
And now we're at 15 BCF a day.
That'll be 35.
Many countries in the world are building gas generating assets that are dependent on
on our delivery of that gas to them.
And so lots of political conflict-related tensions or bottlenecks today, or Russia-Ukraine.
Russia used to be one of the biggest deliverers of gas to Europe, for instance, and then we filled the gap.
To the extent we cannot deliver our 30 to 35 or more BCF a day of gas to the global consumer, rebalancing will be required.
You probably impact Europe meaningfully.
And they're left with a tradeoff of taking Russian gas or much, much higher cost U.S.
gas because they can't produce it there domestically themselves enough to satisfy their need.
Asia is a large consumer, the largest consumer until Russia, Ukraine of U.S.
Showing 401–420 of 466 · page 21 of 24
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