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Revenue from Contracts with Customers (Tables) | 6 Months Ended
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Jun. 30, 2026
Revenue from Contract with Customer [Abstract] |
Disaggregation of Revenue | Revenues consist of the following:
|  | Three Months Ended June 30, 2026 |  |
(in thousands) |  | Pennsylvania |  | Texas |  | Total |  |
Natural gas |  | $ | 15,990 |  |  | $ | 140,111 |  |  | $ | 156,101 |  |  |
NGLs |  | — |  |  | 60,960 |  |  | 60,960 |  |  |
Oil |  | — |  |  | 4,867 |  |  | 4,867 |  |  |
Total natural gas, NGL, and oil sales |  | 15,990 |  |  | 205,938 |  |  | 221,928 |  |  |
Merchant energy sales and other |  | — |  |  | 70,828 |  |  | 70,828 |  |  |
Energy retail sales |  | — |  |  | 40,551 |  |  | 40,551 |  |  |
Solar revenue |  | — |  |  | 111 |  |  | 111 |  |  |
Physical power purchased |  | — |  |  | (37,128) |  |  | (37,128) |  |  |
Revenue from contracts with customers - power |  | — |  |  | 74,362 |  |  | 74,362 |  |  |
Marketing revenues |  | — |  |  | 26,162 |  |  | 26,162 |  |  |
Total |  | $ | 15,990 |  |  | $ | 306,462 |  |  | $ | 322,452 |  |  |
|  | Three Months Ended June 30, 2025 |  |
(in thousands) |  | Pennsylvania |  | Texas |  | Total |  |
Natural gas |  | $ | 15,035 |  |  | $ | 140,527 |  |  | $ | 155,562 |  |  |
NGLs |  | — |  |  | 41,630 |  |  | 41,630 |  |  |
Oil |  | — |  |  | 2,537 |  |  | 2,537 |  |  |
Total natural gas, NGL, and oil sales |  | 15,035 |  |  | 184,694 |  |  | 199,729 |  |  |
Merchant energy sales and other |  | — |  |  | 55,715 |  |  | 55,715 |  |  |
Energy retail sales |  | — |  |  | 38,868 |  |  | 38,868 |  |  |
Solar revenue |  | — |  |  | 107 |  |  | 107 |  |  |
Physical power purchased |  | — |  |  | (32,766) |  |  | (32,766) |  |  |
Revenue from contracts with customers - power |  | — |  |  | 61,924 |  |  | 61,924 |  |  |
Marketing revenues |  | — |  |  | 6,968 |  |  | 6,968 |  |  |
Other(1) |  | — |  |  | 22 |  |  | 22 |  |  |
Total |  | $ | 15,035 |  |  | $ | 253,608 |  |  | $ | 268,643 |  |  |
|  | Six Months Ended June 30, 2026 |  |
(in thousands) |  | Pennsylvania |  | Texas |  | Total |  |
Natural gas |  | $ | 46,898 |  |  | $ | 349,354 |  |  | $ | 396,252 |  |  |
NGLs |  | — |  |  | 105,720 |  |  | 105,720 |  |  |
Oil |  | — |  |  | 7,631 |  |  | 7,631 |  |  |
Total natural gas, NGL, and oil sales |  | 46,898 |  |  | 462,705 |  |  | 509,603 |  |  |
Merchant energy sales and other |  | — |  |  | 165,659 |  |  | 165,659 |  |  |
Energy retail sales |  | — |  |  | 70,352 |  |  | 70,352 |  |  |
Solar revenue |  | — |  |  | 203 |  |  | 203 |  |  |
Physical power purchased |  | — |  |  | (92,862) |  |  | (92,862) |  |  |
Revenue from contracts with customers - power |  | — |  |  | 143,352 |  |  | 143,352 |  |  |
Marketing revenues |  | — |  |  | 46,043 |  |  | 46,043 |  |  |
Total |  | $ | 46,898 |  |  | $ | 652,100 |  |  | $ | 698,998 |  |  |
|  | Six Months Ended June 30, 2025 |  |
(in thousands) |  | Pennsylvania |  | Texas |  | Total |  |
Natural gas |  | $ | 39,607 |  |  | $ | 283,938 |  |  | $ | 323,545 |  |  |
NGLs |  | — |  |  | 86,313 |  |  | 86,313 |  |  |
Oil |  | — |  |  | 5,997 |  |  | 5,997 |  |  |
Total natural gas, NGL, and oil sales |  | 39,607 |  |  | 376,248 |  |  | 415,855 |  |  |
Merchant energy sales and other |  | — |  |  | 115,246 |  |  | 115,246 |  |  |
Energy retail sales |  | — |  |  | 68,528 |  |  | 68,528 |  |  |
Solar revenue |  | — |  |  | 193 |  |  | 193 |  |  |
Physical power purchased |  | — |  |  | (78,179) |  |  | (78,179) |  |  |
Revenue from contracts with customers - power |  | — |  |  | 105,788 |  |  | 105,788 |  |  |
Marketing revenues |  | — |  |  | 19,425 |  |  | 19,425 |  |  |
Other(1) |  | — |  |  | 73 |  |  | 73 |  |  |
Total |  | $ | 39,607 |  |  | $ | 501,534 |  |  | $ | 541,141 |  |  |
_____________________________________________ (1) Excludes gains (losses) on sales of assets.
Schedule of Accounts, Notes, Loans and Financing Receivable | As of June 30, 2026 and December 31, 2025, the Company’s accounts receivable, net consisted of the following:
(in thousands) |  | June 30, 2026 |  | December 31, 2025
Accounts receivable - contracts with customers(1) |  | $ | 75,624 |  |  | $ | 97,307 |
Accounts receivable - derivative instruments |  | 39,566 |  |  | 11,384 |
Accounts receivable - other |  | 26,774 |  |  | 21,656 |
Allowance for credit losses |  | (839) |  |  | (1,270) |
Total accounts receivable, net |  | $ | 141,125 |  |  | $ | 129,077 |
_________________________________________________ (1)As of June 30, 2026, there was no significant concentration of customers, and as of December 31, 2025, one customer accounted for 62% of accounts receivable - contracts with customers. For the three months ended June 30, 2026, three customers each accounted for approximately 31%, 14%, and 10% of the Company's revenue from contracts with customers, totaling $101.0 million, $46.6 million, and $33.7 million, respectively, and for the six months ended June 30, 2026, the same three customers accounted for 48.3%, 11.4%, and 10.4% of the Company's revenue from contracts with customers, totaling $337.7 million, $79.7 million, and $72.8 million, respectively. For the three months ended June 30, 2025, two customers accounted for 57% and 14% of revenue, totaling $152.1 million and $38.4 million, respectively, and during the six months ended June 30, 2025, the same two customers accounted for 59% and 15% of revenue, totaling $319.5 million and $79.1 million, respectively, of the Company's revenue from contracts with customers.

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- Definition Tabular disclosure of the various types of trade accounts and notes receivable and for each the gross carrying value, allowance, and net carrying value as of the balance sheet date. Presentation is categorized by current, noncurrent and unclassified receivables. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 310 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 3 -Publisher FASB -URI https://asc.fasb.org/1943274/2147481962/310-10-50-3 Reference 2: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 310 -SubTopic 10 -Name Accounting Standards Codification -Section 45 -Paragraph 2 -Publisher FASB -URI https://asc.fasb.org/1943274/2147481990/310-10-45-2 + Details
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