INR 3Q: Output Doubles, REX Pays Off, First Deep Utica Well Nears

Infinity Natural Resources (INR), the Morgantown, WV-based driller that focuses 100% on the Marcellus/Utica, released its third-quarter 2026 update on Monday (Nov. 9) and held its earnings call yesterday. The big number: record production of 431.7 MMcfe/d (million cubic feet equivalent per day), double what it was a year ago and up 23.9% from 2Q. But the more interesting news is in the details. INR just finished fracking its first deep dry gas Utica well in southwestern Pennsylvania; it's squeezing better prices out of a pipeline contract it inherited from Antero; and it's openly shopping for more acquisitions anywhere in PA, OH, or WV. Here's what matters for each part of the MDN audience.

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