Smith: Gas Companies Overstate Their Drillable Well Inventories
Matt Smith · Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best · Jul 21, 2026 · at 15:59
Matt Smith argues that exploration and production companies publicly inflate their remaining well inventory compared to bottom-up geological data.
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“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”
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