Antero Resources is highly levered to natural gas and NGL prices, both of which are reaccelerating on US LNG export buildout and petrochemical feedstock demand. The Marcellus low-cost position and Antero Midstream firm transport on transcontinental pipelines provide structural advantages. Free cash flow inflection materializes at strip prices. High operating leverage to gas price moves.
Thesis reviewed May 29, 2026
Antero Resources Corporation is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States48EARLYView United States risk detail →⚡Energy100REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| CVE | Cenovus Energy Inc. | 90 | +17% | ↓99% | ENTRY |
| SU | Suncor Energy Inc. | 90 | +14% | ↓99% | ENTRY |
| TTE | TotalEnergies SE | 90 | +10% | ↓99% | ENTRY |
| FTI | TechnipFMC plc | 90 | +20% | ↓99% | ENTRY |
| SHEL | Shell plc | 90 | +4% | ↓99% | NEUTRAL |
| BP | BP plc | 90 | -10% | ↓99% | AVOID |
| ENI | Eni SpA | 90 | +13% | ↓99% | ENTRY |
Investors who hold AR may also have indirect exposure through these country funds.
AR sees record NGL realizations on petrochemical demand
Marcellus gas differentials narrow as MVP ramps
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Maria Elvira SalazarFL | R | Buy | $1k–$15k | Oct 31, 24 | +12.9% |
| Maria Elvira SalazarFL | R | Buy | $1k–$15k | Aug 2, 24 | +35.0% |