Smith: Natural gas is overtaking petroleum as America's most important fuel
Matt Smith · Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best · Jul 21, 2026 · at 1:42
Energy investor Matt Smith explains the structural shift in U.S. energy consumption toward natural gas.
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“Natural gas, which is over 40% of US power generation, has become, or is imminently going to become, the most important fuel in the country. It's overtaking petroleum, given the amount that we use now for generation.”
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