EnergyCalendar.com

Free #1 crowdsourced Energy industry event guide organization. From conferences to crawfish. Galas to golf tourneys.

[EnergyCalendar.com @EnergyCalendar0]

Find events near you 👉 https://t.co/JZWZHGRK7r

[EnergyCalendar.com @EnergyCalendar0]

https://t.co/JZWZHGRK7r

[EnergyCalendar.com @EnergyCalendar0]

@patrick_oshag 👀🇺🇸

[EnergyCalendar.com @EnergyCalendar0]

👀

[Patrick OShaughnessy @patrick_oshag]

Matthew Smith has spent the last 18 months modeling every well, pipeline, storage facility, and power plant in the American natural gas system.

His conclusion is that the US is heading toward a natural gas shortage with no precedent, beginning in 2028.

By 2030, he believes we could exhaust our working natural gas storage entirely.

The fuel everyone in AI is counting on, and that everyone assumes is abundant, is not there.

And because gas sets the price of electricity in most of the country, he argues Americans will pay for the shortage in their power bills.

Matthew has worked in energy markets for over 20 years and is the CIO of Chronometer Partners.

This is his second time on the show, and he's one of my favorite people to talk to about energy.

We discuss:
- Why the bottleneck is moving from power to fuel
- Why we can't just shut off exports
- 2028 as the inflection point
- Large-scale nuclear v. SMRs
- Who wins, who loses, and what can still be done

Enjoy!

TIMESTAMPS
0:00 Intro
1:30 What Drives the Deficit
11:00 Why Supply Can’t Catch Up
20:35 The 2030 Gas Crisis
25:05 Winners and Losers
29:00 Nuclear and Solar
33:30 Consumers Pay the Bill
37:20 AI’s Next Shortage
45:25 Solutions and Global Stakes
51:15 The Coming Gas Knife Fight

[EnergyCalendar.com @EnergyCalendar0]

@NAPE_Expo Wow

[EnergyCalendar.com @EnergyCalendar0]

@Andercot @deeptechweek Some of these are posted to our energy industry calendar.

[De La Rosa @Tejanobrown]

Standard Oil - 1970s

[EnergyCalendar.com @EnergyCalendar0]

🔓 Unlock networking in Houston: Try https://t.co/JZWZHGRK7r

[EnergyCalendar.com @EnergyCalendar0]

@collide_ai 90 minutes? I thought @nickgraynews rules mean these need to be exactly 2 hours!?!

[EnergyCalendar.com @EnergyCalendar0]

Highly recommended Houston event on the 29th.

Event by @collide_ai + @FracSlap!

[collide. @collide_ai]

Join us for happy hour on Wednesday, July 29 at 5 pm ct. Network with energy industry pros and talk all things AI, innovation, and collaboration.

[EnergyCalendar.com @EnergyCalendar0]

@FracSlap truth. DC devs showing up at coal power events across US

[EnergyCalendar.com @EnergyCalendar0]

@wtx_jayhawk @NewsFinOil 🤔

[EnergyCalendar.com @EnergyCalendar0]

Wait, wut? 👉 https://t.co/JZWZHGRK7r

[EnergyCalendar.com @EnergyCalendar0]

https://t.co/Ct25GgTGGy

[EnergyCalendar.com @EnergyCalendar0]

Hey @NAPE_Expo I have a question

[EnergyCalendar.com @EnergyCalendar0]

https://t.co/5BCTP3lQGE

[EnergyCalendar.com @EnergyCalendar0]

@pmarca 💪🇺🇸

[EnergyCalendar.com @EnergyCalendar0]

me and the #EFT boys after mapping every major O&G event, bbq, golf/fishing/skeet tourney on https://t.co/JZWZHGRK7r while everyone else is still hitting the same annual @NAPE_Expo or whatever they found on LinkedIn last week

[NAPE Expo | NAPE Summit Feb. 3-5, 2027 @NAPE_Expo]

We are just 14 days away from 2027 NAPE Summit registration and housing opening! Here's how you can be the first to close the best deal of the year and secure your hotel room:

1. Set a calendar reminder for Wednesday, July 29 at 10AM CST.
2. Email subscribers are the FIRST TO KNOW: sign up here https://t.co/kN0hxcgZb5
3. Follow NAPE Expo on LinkedIn, Facebook, X and Instagram.
4. Tell your colleagues, supervisors and direct reports to follow steps 1 through 3!

The NAPE Experience always delivers real market insights, deals, new partnerships and connections that stand the test of time. What happens at NAPE can't be replicated — you have to join us to see it for yourself!

📍 2027 NAPE Summit | Feb. 3-5, 2027 | Houston, TX | GRB Convention Center | Visa invitation letters are available.
#WhereDealsHappen #NAPE2027 #EnergyForIndustry #TheNAPEExperience

[EnergyCalendar.com @EnergyCalendar0]

@Tejanobrown Hahaha

[EnergyCalendar.com @EnergyCalendar0]

@Jason These product placements are getting out of hand 🚬