working gas storage
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 21, 2026 by Matt Smith · across every show →
Everything said about working gas storage, oldest first
Jul 21, 2026 bearish
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 …”