Matthew Smith — How America Runs Out of Natural Gas by 2030
Invest Like the Best with Patrick O'Shaughnessy
- Published
- July 21, 2026
- Duration
- 55:37
- Summary source
- description
- Last updated
- Jul 21, 2026
Discusses ai, investing.
Summary
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of …
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Show notes
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of the market doesn't share. Starting in 2028, AI data centers and LNG exports will need more gas than the country can produce and deliver. By his
Themes
- ai
- investing