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Investor Presentaiton

U.S. Natural Gas Outlook Commentary from U.S. Land Drillers during the 1Q23 earnings calls suggest meaningful rig count reductions Gas directed drilling rigs have already decreased 30 rigs, or 15% Natural gas demand growth is expected to outpace supply growth over the next two years, driven by significant LNG export growth While natural gas supply growth is expected from the Permian and Haynesville, the incremental supply from these areas will not be enough to offset: Demand growth expected from LNG exports Limited supply growth from Appalachia (currently produces 1/3 of U.S. supply) due to infrastructure constraints Reduced activity in higher cost legacy natural gas basins across the U.S. Antero is uniquely positioned to benefit with a strategy of operating in the lowest cost natural gas basin in the U.S. combined with a leading firm transportation portfolio that delivers the majority of its gas to the growing LNG demand markets | Antero Resources (NYSE: AR) 15
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