Companies / AR
NYSEAntero Resources (AR) in our theses
Antero Resources appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Natural gas, the underrated fuel of the AI power boom, is caught between two walls of demand: LNG exports and data centers
LNG exports scaling toward 2028 and the power hunger of data centers are two walls of demand that tighten the US gas balance and hand leverage to low-cost producers.
Why this company: Contracted firm pipeline transport to the Gulf and heavy NGL export exposure let it realize prices above the local Appalachian market as LNG demand grows.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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