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 months
1 · Jul OctJan 26AprJulnow

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

Appearances

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The focus for you should be on how do you do accretive M&A to backfill your and diversify your business so that you're not entirely beholden to natural gas generating asset build.
For hyperscalers, I know memory has been a pain point.
Natural gas could be 20, 30, or 40% of their cost of doing business at a time when they're supposed to be reaching escape velocity with profitability.
I would say that the questions or the challenges for each industry of companies is a little bit different, but it's all focused on making sure you're managing risk and you understand exactly when your plans play out, how it can go wrong, which in this case means what if gas is not 350, but 10 or more?
What happens if physical gas is questioned?
what happens when consumers and therefore regulators start to ask questions.
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