- Antero Resources' positive outlook is based on a much improved natural gas and liquids pricing environment since early 2020.
- Similar to other gas producers, Antero Resources benefited from the reduced associated gas supply as oil producers curtailed production.
- So far in 2021, we have seen a strong recovery in the oil markets; as oil production recovers, associated gas may come back too.
- Coupled with some structural changes, the increased associated gas supply may prevent Antero Resources from delivering more supersized returns.
For further details see:
Antero Resources: Associated Gas May Come Back