Antero Reshapes Appalachia: $3.9B Swap Strengthens the Marcellus, Opens the Door for New Utica Players

The Appalachian shale landscape is shifting again—this time through a coordinated three-way deal that reshapes who controls the core Marcellus and opens new runway in the Utica. On December 8, Antero Resources, Antero Midstream, Infinity Natural Resources, and Northern Oil & Gas unveiled a strategic combination of acquisitions and divestitures worth $3.9 billion, resulting in one of the most consequential gas realignments in years.

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NorAm Drilling

NorAm Drilling is a leading drilling operator with a fleet of 11 Ultra Super Spec drilling rigs in the Permian basin with 15 years of operating history. The rigs are all fully upgraded with walking systems and high racking capacity and has a track record of drilling the longest wells in Permian.

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Why Energy Could Be the Next Catalyst for Canada’s Market Boom

Canada’s stock market is on a tear — and the rally may just be getting started. After years of underperformance and caution from global investors, the S&P/TSX Composite Index is now beating the S&P 500 in a rising market for the first time since 2016. While the headline drivers have been gold and bank stocks, a quieter shift is unfolding in Canada’s industrial strategy, and it could set the stage for the next major catalyst: energy.

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CNRL’s Montney Expansion: Quiet Scale, Big Strategy

Canadian Natural Resources Ltd. (CNRL) doesn’t make flashy headlines when it comes to Montney development — but that’s exactly why its strategy is powerful. The company is quietly building one of the most efficient, liquids-rich natural gas portfolios in Canada. With LNG export capacity increasing over the next decade, CNRL is positioning itself to win the long game.

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What Devon Energy Said About Oklahoma: Why the Anadarko Basin Is Back on the Radar

Devon Energy emphasized that Oklahoma’s Anadarko Basin has clear structural advantages, particularly its gas positioning and freedom from Waha-style takeaway bottlenecks, making it increasingly attractive in a strengthening gas market. While interest in the basin is rising, Devon said it is regularly assessing its long-term portfolio fit, keeping the door open to future M&A without signaling any immediate plans to exit.

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