Feb. 11 at 1:44 PM
$PTHRF The 3 Most Likely Farm‑In Partners for Pantheon
These are the companies that match Pantheon’s geology, geography, and development profile better than anyone else. ConocoPhillips is the strongest and most logical candidate.
They are the dominant operator on Alaska’s North Slope
They already operate Willow, Alpine, Kuparuk, and multiple satellite fields
They have infrastructure, pipelines, and processing facilities Pantheon would need
They are actively expanding in Alaska
They prefer large, long‑life, low‑decline oil projects — exactly what Pantheon claims to have
Conoco loves repeatable, shallow, onshore wells with long‑term production.
Pantheon’s Ahpun + Kodiak fit that profile.
HilCORP — The dark‑horse but very real contender
Hilcorp is now one of the largest operators in Alaska
They specialize in buying and developing under‑appraised assets
They are extremely efficient at onshore, lower‑risk development
