Kalei Akamai's questions to Infinity Natural Resources Inc (INR) leadership • Q2 2025
Question
Kalei Akamai from Bank of America inquired about Infinity's preliminary thoughts on its 2026 activity program and capital spending, as well as the company's perspective on in-basin demand and egress in Ohio, referencing a recent power plant acquisition and the Borealis pipeline project.
Answer
President and CEO Zach Arnold indicated that 2026 CapEx is not expected to decrease as the company will continue to focus on developing its high-return inventory to drive growth. He also expressed excitement about rising in-basin demand from power generation and data centers, which he believes will improve regional pricing by supplanting the need for new takeaway pipeline projects.