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
What do the words on the page say?
What's allowed or what's not allowed?
When we set out to build the firm, we've had about 16 plus months to start to model almost every asset at a time at the atomic level.
Along the way, there are numerous constraints and rules and regulations and contracts.
When we set out to build this firm,
It was about acknowledging those constraints for what they are, assuming that contract law would be followed.
And then as we go through and build all of this, we can flex up and down based on the choice to send less LNG out of our terminals, for instance, or slow AI compute growth, which is one of the solution which
we're not really willing to propose because we know that there's insatiable demand.
And so it's not popular to say slow AI compute growth, but to the extent that would happen, that would be another lever to reduce the pull or strain we expect in the system as the decade goes along.
Starting with, we'll call it resource in the ground.
There's tremendous data availability.
We can measure where we are in the exploitation of most of the major gas-producing basins.
Appalachia, which is primarily the Marcellus, plus the Utica, the Haynesville, which is a key swing basin, and then, of course, the Permian.
And let's just say the Eagle for these are oil-directed plays.
where the decision to drill and produce is driven by oil and gas is a byproduct.
So in each of these plays, there are some stacked pay or zones where well penetrations output can be measured with a lot of data.
What that allows us to do when you digitize the acreage controlled by each one of these companies with polygon shapes that uses a bunch of Latin longs to drop in and associate a well with an area that's controlled, you can figure out what's left.
And the reality is there is gas, and we've, as a part of our analysis, produced the gas that is logically captured and can be produced from wells from existing acreage positions of all these companies.
And so there is gas.
We're assuming it gets developed here.
Showing 61–80 of 466 · page 4 of 24
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