Nos EUA, um M&A de US$ 50 bi para a “nova era” do mercado de gás
Uma das maiores produtoras de gás dos Estados Unidos, a EQT, anunciou hoje a aquisição da rival Range Resources, num M&A que une as revoluções da inteligência artificial e do shale . A transação dará origem a uma nova líder no mercado americano de gás, avaliada em mais de US$ 50 bilhões, num momento em que a demanda tem sido impulsionada pelos data centers e pela força das exportações de GNL do…
EQT, a leading U.S. gas producer, announced today the acquisition of rival Range Resources in a deal worth over US$50 billion, marking a significant consolidation in the natural gas market amid rising demand driven by data centers and expanded natural gas exports. With assets including Appalachian basin reserves and a pipeline network spanning over 2,300 miles, EQT will have the lowest production costs in the industry and a strong balance sheet, positioning it uniquely for the "new era" of natural gas, said EQT CEO Toby Rice.
For every Range share, EQT will issue 0.987 of its own shares, giving current EQT shareholders about 73% of the combined entity, while Range shareholders will hold 27%. Wood Mackenzie analyst Robert Clarke noted that the M&A deal fulfills his expectations for a major consolidation in the gas sector, placing EQT ahead of its competitors.
The company will move from fourth place among the largest U.S. gas marketers to the leadership position, surpassing Expand, which was created through Chesapeake Energy's acquisition of Southwestern Energy for $7 billion in 2024. EQT will become the largest producer with daily output exceeding 9 billion cubic feet – equivalent to 255 million cubic meters per day, more than Brazil's production of 220 million cubic meters per day in August.
At a recent investor presentation, EQT highlighted that gas demand has been supported by structural megatrends, citing natural gas exports, industrial use, and energy generation fueled by data centers and the decommissioning of coal-fired power plants. The company projects U.S. gas consumption to rise by 10 billion cubic feet by 2030, or up to 18 billion in a more aggressive scenario of expanding data centers.
The EQT-Range transaction is expected to close in the first quarter of 2027, with Citi and RBC Capital Markets advising EQT and Evercore and JP Morgan guiding Range.
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