Up 271% in 3 Years — Is Antero Midstream Still the Energy Stock to Own?

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Rich Duprey

Sat, March 14, 2026 astatine 8:27 AM CDT 5 min read

Antero Midstream (AM) delivered 271% full returns implicit 3 years and completed a transformative $1.1B acquisition of Marcellus midstream assets that volition boost 2026 adjusted EBITDA by astir 8% and escaped currency travel aft dividends by 11%, portion the institution presently yields 3.9% backed by take-or-pay contracts with upstream affiliate Antero Resources (AR). Antero Midstream’s fixed-fee, take-or-pay concern exemplary shields it from commodity terms volatility and allows it to payment from geopolitical vigor shocks done higher earthy state and NGL request without bearing Middle East risks.
The Iran struggle and Strait of Hormuz disruptions are creating beardown tailwinds for U.S. LNG exports and home earthy state demand, lifting economics for Antero Resources and translating into higher gathering and processing fees for the midstream relation contempt broader recession risks from elevated gasoline prices.
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The warfare successful Iran has thrust the vigor assemblage into utmost volatility erstwhile again. Oil prices person surged to astir $100 per barrel, portion mean U.S. gasoline prices astatine the pump person soared to $3.67 a gallon -- up 25% successful conscionable 1 month. Escalating tensions astir the Strait of Hormuz, a captious chokepoint for astir 20% of planetary lipid and LNG shipments, person disrupted operations and sent planetary earthy state prices spiking.

Most vigor stocks person ridden the 2026 rally higher amid these shocks. Yet immoderate companies basal to payment whether the struggle drags connected for months oregon resolves quickly. Antero Midstream (NYSE:AM) is 1 of them. It has delivered eye-popping full returns of 271% implicit the past 3 years, and portion Antero tin inactive present gains, has each the casual wealth already been made?

Antero Midstream owns and operates an extended web of gathering pipelines, compression stations, processing plants, and water-handling infrastructure successful the Marcellus and Utica shale plays of West Virginia and Ohio. It moves astir 3 cardinal cubic feet equivalent per time of earthy state and earthy state liquids for its superior customer, Antero Resources (NYSE:AR).

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Antero Midstream is tied astatine the hep to Antero Resources -- substantially each of its gross comes from long-term, fixed-fee contracts with its upstream affiliate. Those contracts are mostly take-or-pay, meaning the midstream relation gets paid careless of commodity terms swings. That operation delivers rock-solid gross visibility and shields the institution from the chaotic terms volatility present roiling planetary markets.

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