Core Insights - CNX Resources Corp. will announce its Q3 2025 financial results on October 30 at 6:45 a.m. Eastern Time, followed by a Q&A conference call and webcast [1][2][3] Company Overview - CNX Resources Corporation is a premier ultra-low carbon intensive natural gas development, production, midstream, and technology company based in Appalachia, a region rich in energy resources [2] - The company has a 161-year legacy, a substantial asset base, and focuses on technology development and innovation, along with astute capital allocation methodologies [2] - As of December 31, 2024, CNX had 8.54 trillion cubic feet equivalent of proved natural gas reserves [2]

Core Insights - Tamboran Resources Corporation (NYSE:TBN) experienced a significant share price increase of 36.88% from September 25 to October 2, 2025, making it one of the top-performing energy stocks during that week [1][2]. Company Developments - The company has entered into a definitive agreement to acquire Falcon Oil and Gas Ltd., which will enhance its position in the Beetaloo sub-basin with approximately 2.9 million net acres in the Northern Territory of Australia [3]. - Tamboran Resources announced a positive final investment decision on the Shenandoah South Pilot Project, which is expected to begin first gas sales by mid-2026 [4]. - The recent rise in natural gas prices has positively impacted the company's prospects [4].

The share price of Comstock Resources, Inc. (NYSE:CRK) surged by 9.24% between September 25 and October 2, 2025, putting it among the Energy Stocks that Gained the Most This Week. Comstock Resources (CRK): Among the Energy Stocks that Shot Up This Week Comstock Resources, Inc. (NYSE:CRK) is a leading independent natural gas producer with operations focused on the development of the Haynesville shale in North Louisiana and East Texas. Comstock Resources, Inc. (NYSE:CRK) surged following a sharp uptick in ...

Group 1 - EQT Corporation's share price increased by 3.39% from September 25 to October 2, 2025, making it one of the top-performing energy stocks for the week [1] - The company is a leading natural gas producer in the US, with its production and midstream operations primarily located in the Appalachian Basin [2] - A significant rise in the Henry Hub natural gas price, which increased by over 30% this week, contributed to EQT's stock performance, driven by lower-than-expected gas storage builds and seasonal demand increases [3] Group 2 - CEO Toby Rice highlighted that EQT has 2.5 Bcf/d of potential growth opportunities through supply agreements with AI data centers and access to new southeastern US markets via the Mountain Valley pipeline, positioning EQT to become the largest natural gas producer in America [4]

Core Viewpoint - EQT Corporation is set to release its third quarter financial and operational results on October 21, 2025, followed by a conference call on October 22, 2025, at 10:00 a.m. ET to discuss the results and engage in a Q&A session with analysts [1]. Company Overview - EQT Corporation is a leading vertically integrated natural gas company in the United States, primarily focused on production and midstream operations in the Appalachian Basin [2]. - The company emphasizes responsible development of its asset base, operational efficiency, technology, and sustainability to produce environmentally responsible and low-cost energy [2]. - EQT is committed to the safety of its employees, contractors, and communities, as well as reducing its overall environmental footprint, with core values centered around trust, teamwork, heart, and evolution [2].

November Nymex natural gas (NGX25) on Thursday closed down by -0.034 (-0.98%). Nov nat-gas prices fell from a 2.5-month nearest-futures high on Thursday and settled lower.  Long liquidation weighed on nat-gas prices Thursday after updated US weather forecasts turned warmer for the middle of this month, potentially reducing heating demand for nat gas.  Forecaster Atmospheric G2 said Thursday that after a brief cool spell, temperatures are expected to rise above normal in the middle of the US for October 12 ...

Core Insights - Hungary has signed its largest ever deal to purchase liquefied natural gas (LNG) from French company Engie, marking a significant step in diversifying its energy supply away from its primary energy provider [1] Group 1: Deal Details - The agreement with Engie is the second in two months, indicating a strategic shift in Hungary's energy procurement strategy [1] - This deal is part of Hungary's broader efforts to enhance energy security and reduce reliance on a single supplier [1]

Core Insights - EQT Corporation (NYSE:EQT) is highlighted as a key stock benefiting from the increasing energy demand driven by AI and data centers [2] - The company is the largest gas producer in the US, positioning it well to capitalize on rising energy needs [2] Industry Overview - There is a significant surge in power generation growth in the US after a 20-year stagnation, which is essential for supporting AI technologies [3] - The demand for natural gas is expected to grow rapidly, but current supply levels are low due to a colder than anticipated winter, which has depleted natural gas storage [3] Company Analysis - EQT Corporation focuses on upstream and midstream natural gas operations in Pennsylvania, with some of the lowest production costs in the country [3] - Despite the potential of EQT as an investment, there is a belief that certain AI stocks may offer higher returns with limited downside risk [3]

Core Viewpoint - Energy Transfer LP is close to finalizing a deal to sell liquefied natural gas (LNG) from its Lake Charles export terminal to MidOcean Energy, a subsidiary of EIG Global Energy Partners [1][2]. Group 1: Agreement Details - The agreement between Energy Transfer and MidOcean, announced in April, involves MidOcean committing to 30% of the construction costs for the Lake Charles terminal [2]. - MidOcean is entitled to receive 30% of the LNG production, which amounts to approximately 5 million metric tons per year [2]. Group 2: Current Status and Market Context - The deal has not yet been fully completed, with no immediate comments from EIG or Energy Transfer regarding the status [3]. - MidOcean has recently expanded its LNG operations, acquiring a stake in a Petronas-backed terminal in Canada, in addition to its projects in Peru and Australia [3]. - Analysts predict a global oversupply of LNG by 2027 as U.S. and Qatari supplies increase [3].

Core Viewpoint - Tamboran Resources has agreed to acquire Falcon Oil & Gas, creating one of the largest acreage holders in Australia's Beetaloo basin with approximately 2.9 million net prospective acres [1][4] Transaction Details - The acquisition involves Tamboran taking ownership of all Falcon subsidiaries in exchange for 6.5 million shares of its common stock and $23.7 million in cash, valuing Falcon at around $172 million (€146.33 million) [1][2] - Falcon's investors will hold a 26.8% stake in the combined entity, while Tamboran shareholders will hold 73.2% [2] - The deal has received unanimous approval from both companies' boards and is expected to close in the first quarter of 2026, pending shareholder approval [2] Strategic Implications - This acquisition extends Tamboran's footprint in the Beetaloo depocentre, increasing its working interest in the phase two development area to 80.62% [2] - Tamboran is currently engaged in a farmout process with RBC Capital Markets to identify a new development partner while maintaining a significant working interest [3] - Falcon's CEO stated that the transaction will provide shareholders with increased exposure to the ongoing pilot development in the Beetaloo, eliminating uncertainties regarding Falcon's involvement in the phase two farmout [3] Company Statements - Tamboran's chairman and interim CEO described the transaction as a logical consolidation of two of the Beetaloo Basin's most active companies [4] - Following the completion of the deal, Tamboran will control approximately 2.9 million net prospective acres, including non-operating stakes in blocks held by Daly Waters Energy [4]