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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Local distribution companies that deliver gas to your stove, those are monopolies or oligopolies.
In the last 10 or 12 years, we've really built one interstate gas pipeline.
That was Mountain Valley Pipeline connecting...
Appalachia to Mid-Atlantic.
The various environmental permitting, the regime changes, it made very difficult to build interstate gas pipelines.
This administration, and this is an apolitical comment, but this administration has been trying to reduce the barriers
to building interstate gas pipes.
We've started to see some more progress to that end.
There is an urgency to build more connectivity, to wheel gas around the country, to serve this incremental AI compute load.
There is a tremendous inertia around natural gas being the primary fuel to power AI.
Semi-analysis, for instance, leader in many respects.
They've done excellent work on everything up to the power source.
And they're behind the meter, BTM load forecasts, generation and load forecasts, where they match.
They do everything up to the point where they don't assess energy.
where the gas would come from.
And so the market has been focused on understanding the power shortage and trying to solve that.
Generation generally, power generation, which could be solar and batteries, wind, nuclear, whether large-scale or small-module reactors, SMRs, or natural gas.
Natural gas is well-supplied today.
26 and 27.
And the result is that nobody is investing in gas.
Showing 141–160 of 466 · page 8 of 24
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