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Matt Miller

Managing Partner & Founder, Grey Rock Investment Partners · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounderexecutive

Miller co-founded Dallas-based Grey Rock Investment Partners in 2013, leading investments across natural resources, energy transition infrastructure, and carbon capture. In 2022, he helped take Grey Rock’s non-operated oil and gas platform public as Granite Ridge Resources.

33statements → 22claims → 13claims resolved → 62%fully supported → 3.82/5average certainty → 2.45/5average debate potential → ≈4.5/5argument clarity, estimated → 8said about them ↓

8 supported 2 partly supported 3 contradicted 2 not yet assessed 7 not checkable as stated how the 22 claims stand · each chip opens the sources

6 predictions · 16 assertions · 3 opinions · 7 insights · 1 disclosure · every statement was checked. The predictions and assertions are the 22 claims: statements the public record can support or contradict. 13 are resolved, 2 are not yet assessed, and 7 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Matt argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Miller: Western Oklahoma wholesale power prices are negative 20% of the time
“Power prices in western Oklahoma are -20% of the time today. They will pay you to take the power.”
Matt Miller Oct 14, 2024 ▶ 27:57 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)

Their most notable contradicted claim

Assertion Contradicted
Miller: 80% of Republicans Under 35 Prioritize Climate as Top-Five Policy Issue
“Currently, Republicans under the age of 35, 80% of them say climate should be in our top five list of policy issues.”
Matt Miller Oct 14, 2024 ▶ 26:36 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
75% certainty 3
75% certainty 4
0% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Matt Miller on measured tape to publish a rate. This says nothing about how they speak.

Everything Matt Miller said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Contradicted
Miller: Global Oil Demand Fell Only 10% During Peak May 2020 Lockdowns
“It was in May of 2020. Not a car on the road, not an airplane in the sky, not a cruise ship on the ocean. Oil prices went to -37 dollars a barrel. What do you think global demand was down? You think it was 50% that month? 70%? It was down 10%.”
Matt Miller Oct 14, 2024 ▶ 25:44 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Assertion Partly supported
Miller: Global voluntary carbon market is $3B annually versus $1T IRA
“That global market is about three billion dollars a year. For some sense of scale of how big the IRA is about a trillion dollars.”
Matt Miller Oct 14, 2024 ▶ 35:20 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Insight
Miller: The IRA made carbon valuable by putting a price on it
“Ironically, by virtue of putting a price on carbon, you've actually made carbon valuable under the IRA.”
Matt Miller Oct 14, 2024 ▶ 41:21 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Assertion Supported
Miller: China controls over 90% of rare earth refining capacity
“China controls over 90% of the rare earth refining capacity.”
Matt Miller Oct 14, 2024 ▶ 48:34 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Assertion Supported
Miller: US natural gas prices are 80% lower than Europe's
“The United States, by virtue of fracking, has natural gas prices that are just structurally lower than the rest of the globe. They are 80% lower than Europe.”
Matt Miller Oct 14, 2024 ▶ 49:26 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Assertion Supported
Miller: Section 45Q pays $85 per ton of sequestered CO2 over 12 years
“Really what that tax credit says is, hey, if Ted goes out and he takes one ton of carbon dioxide gas, and he injects it into the earth, permanently getting rid of it, we'll pay him 85 dollars per ton that he does via tax credit for a period of 12 years.”
Matt Miller Oct 14, 2024 ▶ 33:40 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Assertion Supported
Miller: Only about 10 permanent carbon sequestration wells operate in US
“There's only 10 or something permanent sequestration wells operating in the United States right now.”
Matt Miller Oct 14, 2024 ▶ 37:49 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Assertion Partly supported
Miller: Plant Vogtle projected at $14B cost $40B to build
“If you look at Vogel, the most recent Nuke plant to come online, I think Southern Company had said it was going to be fourteen billion, ended up being forty billion.”
Matt Miller Oct 14, 2024 ▶ 47:31 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Assertion Supported
Miller: The US Has Between 100,000 and 1 Million Orphaned Wells
“But there's at least a 100,000, some people estimate up to a million orphan wells in the United States.”
Matt Miller Oct 14, 2024 ▶ 44:11 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)

The other half of the tape: Matt Miller's own voice is left out of every number here. Other people bring the name up 7 times in 1 episode on Capital Allocators. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Sloan Payne 7

Statements about Matt Miller, by other people (1)

Insight
Payne: A dedicated culture officer becomes essential once headcount reaches 50
“You need a dedicated person building into the culture, reminding people of good relationship habits, helping people interact in ways that reduce friction, that encourage connection and collaboration, and that's Matt's job. It probably would have been useful at…”
Sloan Payne May 4, 2026 ▶ 35:29 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

Every mention by year

tap a year for its mentions
0041812026episodesmentions
0112026episodes it came up in
0040.5812026episodesmentions per episode
2026 7 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412) Oct 14, 2024 38m
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