LNG Exports

topic on 2 shows · 4 statements across 2 episodes

Invest Like the Best the Green Blueprint

4 statements about LNG Exports, every show

INVEST LIKE THE BEST Assertion Supported
Matt Smith: US exports 15 BCF daily of total 110-112 BCF gas production
“Today we're exporting about 15 BCF a day of nameplate US export capacity. Now that fifteen billion cubic feet is on a base of about a 110 to a 112 BCF a day of natural gas production in the US.”
Matt Smith Jul 21, 2026 ▶ 3:18 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
INVEST LIKE THE BEST Prediction Held up
Matt Smith: US LNG exports scheduled to hit 35 BCF daily by 2030
“As of today, we're scheduled to export up to 35 BCF a day by the end of 2030. And in that case, the dye has been mostly cast.”
Matt Smith Jul 21, 2026 ▶ 3:48 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
INVEST LIKE THE BEST Prediction Not checkable as stated
Smith: U.S. Will Face Pressure to Curtail LNG Exports by Late 2020s
“It is pretty important that we don't curtail LNG, although that will certainly be one of the levers as we go out to the late, late decade that we will be forced to think about to deal with rising electricity prices in the country.”
Matt Smith Jul 21, 2026 ▶ 50:45 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
GREEN BLUEPRINT Assertion Supported
Most major US LNG buyers lack free trade agreements
“Most of the countries that are buying significant amounts of LNG from the United States Are not under a free trade agreement and are subject to DOE approval.”
Nicole Pollack Dec 18, 2023 ▶ 27:30 LNG exports: America’s hidden ‘climate bomb’

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