Natural Gas Stocks Are Well Poised to Gain: EQT, AR and CRK

Core Insights - Natural gas is increasingly favored as a cleaner-burning fossil fuel, leading to a predicted rise in demand and favorable pricing for companies like EQT Corporation, Antero Resources Corporation, and Comstock Resources, Inc. [1] Natural Gas Demand and Supply - The U.S. Energy Information Administration (EIA) forecasts a significant increase in liquefied natural gas (LNG) exports, with daily exports expected to reach 14.9 billion cubic feet in 2025, up from 11.9 billion cubic feet in 2024, and further increasing to 16.3 billion cubic feet in 2026 [2][3] - The rising global demand for cleaner energy is reflected in the EIA's predictions for LNG export volumes [2] Price Projections - The EIA anticipates the spot price of natural gas to rise to approximately $3.56 per million BTU in 2025, compared to $2.19 per million BTU in 2024, with a further increase to $4.01 per million BTU projected for 2026 [4] Company Performance and Outlook - EQT Corporation has a strong presence in the Appalachian resource base, with enough premium drilling sites to sustain production for over 30 years [6] - Antero Resources is a leading natural gas producer in the U.S., focusing on the Marcellus Shale and recently acquiring upstream assets from HG Energy [7] - Comstock Resources operates in the Haynesville shale and is recognized for its efficient cost structure, expecting continued improvements in drilling efficiency [8] Investment Potential - The increasing demand and rising prices for natural gas suggest a promising future for natural gas producers and related firms, with EQT, Antero Resources, and Comstock Resources positioned to benefit [5][9]