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
We have the ability, we think, to get to 128 to 132 BCF.
I started in our highest estimate, which is 132 BCF, as a starting place, because that's how you solve the LNG exports we've committed to.
We will take the under on that, but that's where you can get to.
A common pushback as we have gone through this is there's plenty of resource available to us in the Permian.
There's plenty of resource in Appalachia.
A number of companies describe themselves as having a lot more inventory of wells to drill than we can justify with the facts.
And I'll just leave it at that.
But when folks meet with companies, they should ask to understand exact engineered locations on a map.
Where do they have not just the ability to produce, but
plans to have infrastructure on the surface to allow it to flow, for instance, and the ability within financial parameters to invest and produce.
The resource in the ground, we're fairly far along in understanding it.
We've accounted for all of the major productive basins in the country.
And I do not think we're likely to be surprised by some new major shale find.
At this point, knowledge of those things are pretty mature.
We are advanced in depleting the known resources, especially as we move to the next layer, which is infrastructure.
In some cases, it's processing the natural gas flows to the surface with natural gas liquids embedded therein.
In some cases, there's sulfur or nitrogen that has to be dealt with.
In some cases, it comes with oil.
And so you have to have surface level infrastructure to produce the oil, which is different.
Gas primarily has to be produced into a pipeline system.
Showing 101–120 of 466 · page 6 of 24
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