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
And there's a certain spec on regulated pipelines that's 1,010, 1,030 BTU is the spec.
So you have to remove enough of these other hydrocarbons to get it to pipeline spec to be able to produce it into the system to be consumed by folks downstream.
So processing is the first major constraint.
There are a couple of basins with a little bit of extra processing.
We'll fill it up pretty quickly.
We do not have processing yet to get to our assumed 20 BCF production target that's necessary.
But processing would be something it takes two or three years to build at the midpoint.
We generally know what processing investments are being made and projects have been announced by Permian processors or by Appalachian processors.
We know where the materials and liquids handling throughput capacity will be in 27, 28 at least.
You really would need to in the near term, even to get to our 20 BCF of incremental gas production, we're willing to estimate you need to have more processing built.
Point one, but build it now, imminently.
Gathering small diameter pipes, gathering is what takes it from the wellhead to processing or pipeline system.
There is a fair amount of disclosure around processing systems being expanded and built.
And we would posit we have put all those on a map on top of every one of these wells at their lat and longs in order to grow even a fraction of where we...
must have natural gas production go in the U.S.
Gathering has to be invested in very materially over the next, imminently, to get to the place where we can achieve, you know, 130 beats a day of production in the U.S.
The last one is interstate gas pipeline system.
And this is where I come back to your answer on LNG.
Lots of rules and regulations around these things.
Pipelines are monopolies for the most part.
Showing 121–140 of 466 · page 7 of 24
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