CNX Resources is on a roll—posting strong environmental credit gains projected at $40 million annually, adding to their $45 million Z sales target for a combined $90 million run rate. They’re laser-focused on value per share, hunting for margin-of-safety equity opportunities without revealing specific moves. Operationally, the Marcellus pad kicks off in Q3 with 12-13 wells, and the Utica pad follows in Q4—both delivering top-tier performance with longer laterals boosting economics. CapEx spikes in Q3 and Q4 due to pad ramp-ups, nudging them toward the top of their 2026 range, but they’re unfazed since they’re solving for a different outcome. A $30M credit windfall hits cash flow in Q3 (via tax expense), and while no expansion plans are confirmed this year, CNX is actively evaluating growth in its carbon credit system.
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