Under the Radar: From GPUs to Gas Pipelines – The Unseen AI Supply Chain
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 29 2025
0mins
Should l Buy AR?
Source: Benzinga
Artificial Intelligence Energy Demand: The rise of artificial intelligence is leading to a significant increase in energy consumption, with Goldman Sachs predicting a 160% rise in data center power usage by 2030, primarily driven by AI workloads that require stable and scalable baseload power.
Natural Gas as a Solution: Natural gas has emerged as the primary short to medium-term solution for powering AI infrastructure due to its reliability and ability to be deployed quickly, with companies like Summit Midstream Corporation, Antero Midstream, and Epsilon Energy positioned to benefit from this growing demand through long-term Fuel and Gas Supply Agreements.
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Analyst Views on AR
Wall Street analysts forecast AR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AR is 45.40 USD with a low forecast of 36.00 USD and a high forecast of 55.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
11 Buy
5 Hold
0 Sell
Moderate Buy
Current: 33.850
Low
36.00
Averages
45.40
High
55.00
Current: 33.850
Low
36.00
Averages
45.40
High
55.00
About AR
Antero Resources Corporation is an independent natural gas and natural gas liquids (NGLs) company. The Company is engaged in the acquisition, development and production of unconventional properties located in the Appalachian Basin in West Virginia and Ohio. The Company’s segments include the exploration, development and production of natural gas, NGLs and oil; marketing of excess firm transportation capacity, and midstream services through its equity method investment in Antero Midstream. The Company targets large, repeatable resource plays where horizontal drilling and advanced fracture stimulation technologies provide the means to economically develop and produce natural gas, NGLs and oil from unconventional formations. The Company holds approximately 521,000 net acres of natural gas, NGLs and oil properties located in the Appalachian Basin primarily in West Virginia and Ohio.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Equipment Manufacturers at Risk: The freezing of natural gas equipment and pipelines could halt operations for energy transfer companies such as Energy Transfer and Kinder Morgan, potentially impacting their production and revenue.
- Power Supply Assurance: PJM, the largest U.S. power grid, has warned of a potential winter peak, prompting CenterPoint Energy and Duke Energy to implement emergency plans to ensure reliable power supply during the storm.
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