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Infinity Natural Resources hedged 131,630,000 MMBtu of natural gas after acquiring assets from Antero Resources, locking in an average price of $4.21/MMBtu for 2026.
Comstock Resources (NYSE: CRK) shares fell over 20% in early December as investors locked in profits following a strong rally. The sell-off occurred despite a bullish long-term outlook for the natural gas producer, underpinned by rising price forecasts and strategic positioning to supply fuel for AI-driven data centers.
A valuation analysis by Simply Wall St suggests Antero Resources (AR) is significantly undervalued, with its intrinsic value estimated at nearly four times its current market price. This assessment coincides with a strengthening macroeconomic outlook for natural gas, driven by rising demand and favorable price forecasts.