Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
Summary
Patrick O'Shaughnessy interviews Matthew Smith, who argues that surging AI demand and LNG exports will cause a severe U.S. natural gas shortage by 2028. Smith details infrastructure bottlenecks and predicts skyrocketing energy prices, identifying nuclear power as the only viable long-term solution. The discussion highlights investment opportunities in gas producers and solar, while warning of risks for hyperscalers and distributed generation manufacturers.
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