An energy model says the U.S. could run short of natural gas starting in 2028
churchkey · x · 2026-07-22
Matthew Smith, after 18 months of modeling the U.S. natural gas system, argues the country is heading toward an unprecedented gas shortage starting in 2028.
- He says working gas storage could be exhausted by 2030.
- Because natural gas sets power prices across much of the U.S., he expects the shortage to show up in electricity bills.
- The discussion frames a shift in AI infrastructure bottlenecks: from power capacity to fuel supply.
- Smith is CIO of Chronometer Partners and has more than 20 years of energy markets experience.
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