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Antero Resources
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May 2024 Natural Gas Fundamentals Presentation
| Paul Rudy | Page 3 of 11 |
May 19, 2024
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"May 2024 Natural Gas Fundamentals Presentation"
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Antero Resources (NYSE: AR) U.S. Natural Gas Outlook 3 Supply Has Responded to Rig Count Reductions • Impact from the 40% decline in gas rigs from the peak in 2022 has sharply reduced U.S. supply • Haynesville rig counts are down 50 rigs, or 60%, levels not seen since the middle of the pandemic Elevated Storage Levels are Expected to Decline to 5-Year Average in 2024 • Lower supply is expected to reduce storage levels to the 5-year average by year-end 2024 Louisiana Pipeline Litigation to Delay Haynesville Supply Growth • New build pipelines from the Haynesville to the LNG Fairway delayed to 2H25 or later Current 2025+ Natural Gas Demand Expected to Grow by ~30 Bcf/d by 2030 • 22 Bcf/d of export growth from new U.S. LNG capacity and pipelines to Mexico • 8 Bcf/d of higher electricity demand led by AI/data centers and electrification in the U.S. High-Cost Natural Gas Basins Are Now the “Marginal Supplier” • Haynesville’s free cash flow breakeven requires $3.00+ Expected Supply Shortfall of ~ 6 Bcf/d by Year-End 2025 • Demand growth expected to significantly outpace supply growth through 2025