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Matt Smith
2 recommended products
Everything Matt personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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Caterpillar
negative
"Caterpillar — I think they're doubling their Solar Turbine capacity between now and the end of 2029, which I would judge is just at the exact wrong time, when people may be questioning whether they even want to deploy those assets because the gas is much more expensive than they planned."
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The 2028 Natural Gas Crisis No One Sees Coming
Jul 21
· 2 recs
Showing 3 of 5 products
Clear filtersMentioned in 1 episode
"Expand Energy is probably at the top of that list. They probably control 70% of remaining core Haynesville wells of the very closely known parameters of rock where we know it to be very productive. Expand we think is far and away the biggest winner."
Mentioned in 1 episode
"Caterpillar — I think they're doubling their Solar Turbine capacity between now and the end of 2029, which I would judge is just at the exact wrong time, when people may be questioning whether they even want to deploy those assets because the gas is much more expensive than they planned."
Mentioned in 1 episode
"Bloom Energy — we don't think that Bloom Energy's assets at 2 gigawatt or more will be able to get natural gas in competition with all of the other assets that are being deployed that will consume gas given the scarcity that we see. We are very cynical whether you can deploy fuel cells at scale because there isn't the gas in the system to power those 24/7, 365."
2 recommended · 0 sponsored · 1 warned against · 0 episodes