Infinity Natural Resources

Which companies might consider buying Infinity Natural Resources for it`s Marcellus/Utica development in Armstrong/Indiana counties?  They seem to be doing well.  

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Permalink Reply by farmgas on January 21, 2026 at 1:09pm

Click on "public permit review" (in blue) for specifics for the well.  Not sure about the technical review time period.  This is public information.

Permalink Reply by Kambe on March 2, 2026 at 1:20pm

looks 5 more wells permitted in February for INR in Indiana County Young Township.February permits

Permalink Reply by Kambe on January 30, 2026 at 7:17am

CNX plans 3 Utica wells in 2026, with 2 more being drilled but not completed (from the conference call)

cnx

Permalink Reply by farmgas on January 31, 2026 at 11:43am

I see where they plan 3 TIL Utica wells in 2026 but miss mention of the other 2 to be drilled but DUC.  I must have missed that in their transcript.  All of their Utica activity seems to be in the southern area of CPA.  Wonder how the Marcellus drilling in SWPA will impact the activity in CPA?  When will INR have their next quarterly report?

Permalink Reply by farmgas on February 9, 2026 at 2:21pm

When will we see a quarterly report from INR?  

Permalink Reply by Kambe on February 9, 2026 at 4:57pm

I haven't seen them announce a release date, they seem to be later than others, maybe the end of February or early March.

Permalink Reply by Kambe on March 5, 2026 at 2:36pm

MORGANTOWN, W.Va.--(BUSINESS WIRE)-- Infinity Natural Resources, Inc. (“Infinity” or the “Company”) (NYSE: INR) announced today that it will report 2025 fourth quarter and full year financial and operating results after market close on Tuesday, March 10, 2026. Management will host a conference call the following day, Wednesday, March 11, 2026, at 10:00 a.m. ET to discuss the results.

Permalink Reply by farmgas on March 7, 2026 at 5:46am

What should we be looking for in the INR report?  New wells planned, expansion of leased area, new markets in Pennsylvania, Utica program, competition from CNX,....any thoughts?

Permalink Reply by Kambe on March 7, 2026 at 7:15am

I think you hit all the things I am interested in.  

Permalink Reply by farmgas on March 7, 2026 at 9:20am

Looking at the PADEP website for oil & gas inspections there is a report on February 5 for a CNX plugged Utica well on the CNX MAM16 pad?  Not sure what happened but will this problem have any impact on INR drilling plans?

Permalink Reply by Kambe on March 11, 2026 at 1:08pm

Fair number of questions regarding the development plan.  Sounds like they are still going slow on the Utica, one well planned for the back half of the year, likely not in production in 2026.  They have bought in some people with experience in the Utica as well as reserved a rig that can drill that deep.

Permalink Reply by farmgas on March 11, 2026 at 1:37pm

Are they playing a game of chicken with CNX over who will first drill a Utica well along the Armstrong/Indiana County border in Young Township or even further to the northeast?  Any news about the fate of the Keystone Power Plant?  It was to close next year, and is planned to be another Data Center Complex like the Homer City Project.

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