Story perspectives

U.S. gas to dominate, exports double by 2030

7/23/2026

Summary

Story summary

Matthew Smith, CIO of Chronometer Partners, says natural gas will become the United States' key fuel.
He forecasts U.S. natural-gas exports will rise from 15 Bcf/day to 35 Bcf/day by end-2030.
Smith expects a 5 Bcf/day deficit before AI-driven demand peaks, with drawdowns starting mid-2028.
He recommends buying Expand Energy (NASDAQ: EXE), Range Resources, XPLR Infrastructure and Clearway Energy because Iran’s closure of the Strait of Hormuz raises domestic energy focus.

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Story summary

Matthew Smith, CIO of Chronometer Partners, says natural gas will become the United States' key fuel.
He forecasts U.S. natural-gas exports will rise from 15 Bcf/day to 35 Bcf/day by end-2030.
Smith expects a 5 Bcf/day deficit before AI-driven demand peaks, with drawdowns starting mid-2028.
He recommends buying Expand Energy (NASDAQ: EXE), Range Resources, XPLR Infrastructure and Clearway Energy because Iran’s closure of the Strait of Hormuz raises domestic energy focus.