Matt Smith
Founder & CIO, Chronometer Partners. On 4 shows, 4 appearances. The Shows tab opens the full record on each.
investoranalyst
Matthew Smith is the founder and Chief Investment Officer at Chronometer Partners, where he leads modeling of U.S. natural gas basins, pipelines, LNG infrastructure, and power generation. He has analyzed how rising LNG export capacity and AI power demand could significantly deplete domestic gas storage.
4shows
4appearances
64statements
9resolved
7supported
2contradicted
78%fully supported
3said about them ↓ Everything Matt Smith said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Smith: Gas Companies Overstate Their Drillable Well Inventories
“A number of companies Describe themselves as having a lot more inventory of wells to drill than we can justify with facts, and I'll just leave it at that”
Smith: Many Small Modular Nuclear Reactors Are Still Science Experiments
“Many of the SMRs are still science experiments.”
Smith: Bloom Energy will struggle to secure gas for 2GW+ deployments
“We don't think that Bloom Energy's assets at two gigawatts or more will be able to get natural gas in competition with all of the other assets that are being deployed that will consume gas, given the scarcity that we see.”
Smith: U.S. will start depleting gas storage in 2028 from AI and LNG
“Our work suggests that 26, 27 natural gas is, is appropriately supplied. But as we get into 28, and you plug in this compute, and you assign gas to very specific assets as they're plugged in as well, and you continue to export LNG as we're planning to do with …”
Smith: Gas deficit will hit electricity prices hardest in 2028-2030
“Where you will feel it the most securely will be electricity prices in 28, 29, 20 30 based on our work.”
Matt Smith: US gas infrastructure can only add 20 BCF daily
“After evaluating every producing gas well and the entire pipeline and processing and gathering system, we have the capacity to add about 20 BCF a day of gas production.”
Smith: AI compute will drive 5 BCF/day of base-case natural gas demand
“When you do that, it's about five BCF a day, we think, of very credible incremental natural gas demand associated with Mostly AI compute.”
Smith: AI gas demand could hit 12-15 BCF/day by early 2030s
“If you start to move it down, it's a P-thirty or P-zero, that number, you know, can more than double and be, you know, 12 to 15 BCF a day by the early twenty-thirties if unmitigated.”
Smith: US Gas Producers Will Exhaust Captured Inventory in 4-5 Years
“We get through most of the existing captured inventory of companies in the next four or five years.”
Matt Smith: US built only one interstate gas pipeline in 10-12 years
“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.”
Smith: U.S. gas storage will fall below historical minimums by 2029
“When you get to the middle of twenty-twenty-eight, We start to break very materially below in a historical way where gas available in storage has ever been before. And by 20, 29, we dropped below all known historical storage evidence.”
Smith: NextEra yieldco will see a profit windfall by the 2030s
“XPLR, tickers XIFR, formerly Nextera Yulco, which is an interesting, interesting set of assets. They have a windfall coming in the latter part of the decade, in early 20 thirties, Ceteris Peribus, because they mark their PPAs to market at much higher values wi…”
Smith: US residential solar will grow exponentially without tax subsidies
“We think residential solar grows exponentially from here even without tax incentives. For the first time, it's very economic with where electricity prices are likely to go to install solar, especially when it accompanies batteries, which make it much more make…”
Smith: Large-Scale Nuclear Online by 2033 Is the Only Viable Energy Solution
“And so in our mind, the only viable solution is to build large scale nuclear as fast as possible, which would mean it needs to come on in 2033 or 20 34, which is as soon as it can come on.”
Smith: Westinghouse Is Deeply Undervalued Within Cameco
“Westinghouse comes public, and it's deeply undervalued within Cameco today, so that's an interesting one.”
Smith: Energy could reach 30% of hyperscaler compute costs by 2029
“When we think about the cost of the hyperscalers, right now energy is about budgeted to be about 10% of their cost... If you plug in all of this compute and it's gas powered, and we think gas could double or triple structurally, Even without weather, it could …”
Smith: Permian gas expansion requires sustained high crude oil prices
“In order to produce a lot more Permian gas than even these seven plus BCF pipelines being built, we're already modeling, you'd need much, much higher oil for longer.”
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.”
Smith: Utilities Will Face Unprecedented Scramble for Natural Gas by 2028
“As soon as utilities turn the page and start to really hedge or buy gas in 28, and we start to see all these natural gas generating companies start to think about securing supply, you're gonna see, you're gonna start to see a knife fight to secure natural gas …”
Smith: Natural Gas Forward Curves Will Move Up Materially in Six Months
“People are not really willing to look past summer heat or a slight outage in an LNG facility right now, but in six months, we start to see these companies roll forward to look at 28. In six months, you can start to see the forward curves really move up materia…”
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.”
Smith: Caterpillar is doubling Solar Turbines capacity at the wrong time
“Caterpillar Caterpillar is, I think they're doubling their solar turbine capacity between now and the end of 29, which I would judge is just at the exact wrong time when people may be questioning whether they even want to deploy those assets because the gas is…”
Smith: Canada Has the Richest Resource of Trapped Economic Natural Gas
“Canada, By far has the deepest and richest resource of economic gas in the ground, but it's been trapped behind pipe.”
The other half of the tape: Matt Smith's own voice is left out of every number here. Other people bring the name up 3 times in 3 episodes across the shows. every mention, with the transcript →
Who brings them up most Nathan Latka 2Craig Ballantyne 1
Every mention by year
tap a year for its mentions
Top Founders 3
2016 3 mentions in 3 episodes 1 per episode
One line per show, most statements first. The link opens Matt's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 INVEST LIKE THE BESTLEDGER | Founder & CIO, Chronometer Partners | 1 | 35 | 78% 7/9 | full record on Invest Like the Best → |
 INNOVATORS & INVESTORSLEDGER | Founder & CIO, Chronometer Partners | 1 | 16 | — | full record on Innovators & Investors → |
| TOP FOUNDERSLEDGER | Founder & CIO, Chronometer Partners | 1 | 12 | — | full record on Top Founders → |
 HOW I BUILT THISLEDGER | Founder & CIO, Chronometer Partners | 1 | 1 | — | full record on How I Built This → |