По оценкам аналитиков Alpha Compute Operating Oil and Gas Assets, запасы нефти составляют 2,9 млн баррелей, а природного газа - 100 млн долларов, что позволяет обеспечить энергией центр обработки данных мощностью 200 МВт
Автор: команда Smartech Daily
Эта статья была первоначально опубликована в Smartech Daily и переиздана в Dataconomy с разрешения автора.
Питтсбург, Пенсильвания
Alpha Compute Corp. (Nasdaq: ALP) ("Alpha Compute" или "Компания"), пионер вертикально интегрированных технологий в области суверенной разведки, конфиденциальных вычислений и GPUAAS как сервиса (GPUaaS), сегодня объявила об обновлении информации о сделке Alpha Energy 02, о которой впервые было объявлено 22 сентября 2026 года. общая стоимость покупки составляет 5,5 миллионов долларов США.
На прошлой неделе руководство Alpha Compute, занимающееся добычей нефти, газа и полезных ископаемых, посетило объект для проверки дополнительных документов, встретилось с продавцами/менеджерами и осмотрело площадки разработки. Была получена и завершена информация об операциях, финансовых показателях, проверке ресурсов скважин на месте и инвентаризации оборудования.
Анализ лог-файлов, полученных из одной пробной скважины для добычи природного газа в сланцах Марцеллус, указывает на значительные извлекаемые ресурсы газа в нескольких пластах, связанные с приобретенными правами на землю и полезные ископаемые. Дополненные потенциальными кривыми неограниченной добычи из соседних аналогичных скважин двух неглубоких газовых скважин, эти запасы соответствуют предполагаемым 200 МВт генерирующих мощностей, выделенных для центра обработки данных Alpha Compute, запланированным на 1 квартал 2028 года. Помимо обеспечения электроснабжения на месте для планируемого строительства центра обработки данных, сделка охватывает более 75 действующих нефтяных скважин, запасы которых оцениваются в 2,9 миллиона баррелей нефти.
Обновленная информация об активах
Это приобретение обеспечивает выгодное расположение на более чем 300 акрах земли, а также права на добычу полезных ископаемых и газа, охватывающие сланцевые формации Марцеллус и Ютика. Активы включают в себя:
- Одну пробную скважину с доказанными запасами природного газа;
- Более 75 действующих, добывающих нефтяных и неглубоких газовых скважин с полным комплектом насосных агрегатов.;
- Оборудование для оперативного технического обслуживания, тяжелое оборудование и сопутствующая инфраструктура для сбора отходов; и
- Полный контроль над поверхностью, позволяющий размещать электрогенерацию и вычислительные мощности на одном участке.
Запасы нефти на месте и примерная стоимость активов
Историческая документация и протоколы пробных скважин, полученные в ходе комплексной проверки в результате оценки, оценивают запасы легкой малосернистой нефти Пенсильванского сорта примерно в 10 000 баррелей на акр на всех участках недр, что означает наличие примерно 3,0 миллионов баррелей исходной нефти на приобретенных площадях. Предварительные оценки показывают, что на сегодняшний день добыто лишь около 4% от этого объема, что составляет примерно 2,9 миллиона баррелей нефти.
Для сравнения, при преобладающих ценах на нефть марки West Texas Intermediate, составляющих примерно 90 долларов за баррель в конце сентября 2026 года, оставшийся объем на месте составляет примерную валовую, недисконтированную стоимость порядка 260 миллионов долларов.
Based on standard primary-recovery rates of 5% to 15% for shallow Appalachian crude, estimated recoverable reserves range from 145,000 to 435,000 barrels. At current market rates, this projects to roughly $13 million to $39.1 million in gross top-line revenue, prior to royalties, taxes, and operational expenses. Backed by more than two decades of documented financial history, the current wells remain active and cash-flow positive today. A planned workover capital expenditure of approximately $3.5 million is projected to restore field output to these higher historical rates.
Marcellus and Utica Gas Potential
One test-well is the near-term catalyst. Horizontal wells completed in the Pennsylvania Marcellus and Utica typically recover on the order of 10 to 20 billion cubic feet (Bcf) of natural gas each over their producing lives, implying combined estimated ultimate recovery of approximately 20 to 40 Bcf for the one well, depending on lateral length, completion design and reservoir quality. Bringing the well online is expected to cost approximately $10 million to $12 million per well.
At an illustrative realized price of $2.00 to $2.50 per MMBtu, reflecting Henry Hub pricing of roughly $3.00 less Appalachian basis differentials, the one well alone represent approximately $40 million to $100 million of gross lifetime gas revenue if sold to market. Across the full 300-acre block, the stacked Marcellus and Utica formations are estimated to hold roughly 50 to 70 Bcf of recoverable gas, supporting additional drilling locations beyond the one existing well.
Alpha Compute does not intend to simply sell this gas. Consumed on site through simple-cycle generation at approximately 7.5 MMBtu per megawatt-hour, initial combined production of 20 to 40 million cubic feet per day from the one well could support roughly 100 to 200 MW of generation capacity at first production, with the combined 20 to 40 Bcf of recoverable gas sufficient to sustain approximately 30 to 60 MW of continuous load for a decade. This converts a commodity exposed to Appalachian basis discounts into low-cost, dispatchable power for AI compute.
"We paid $5.5 million for an operating business that produces oil and cash flow today, and that sits on roughly 2.9 million barrels of oil in place and one gas well ready to complete," said Enzo Villani, Executive Chairman and President of Alpha Compute Corp. "Our updated geological work, modern appraisals and third-party reserve engineering are underway, and we expect them to support a substantial revaluation of these assets on our balance sheet. In the meantime, the site pays for itself."
"This acquisition gives Alpha Compute something few AI infrastructure companies have: the fuel, the land and the compute on a single asset," said Brittany Kaiser, CEO of Alpha Compute Corp. "With one well already drilled. Completing them is the fastest path in Pennsylvania to behind-the-meter power for our next data center, and we will do it under Pennsylvania DEP oversight, in partnership with the county and with the local community at the forefront of our plans."
Next Steps
- Complete updated geological assessments, modern appraisals and independent reserve engineering to map recoverable oil and gas volumes;
- Advance DEP permitting and contracting for the hydraulic fracturing and completion of the one gas well;
- Finalize the design of on-site generation and the planned data center, replicating the community-first framework developed for Alpha Compute’s Northern Pennsylvania site; and
- Enter binding covenants with local and county governments aligned with municipal development goals.
Facility Design and Environmental Compliance
Development will comply fully with local county ordinances and land-use regulations, regional grid policies and interconnection standards, and Pennsylvania Department of Environmental Protection (DEP) regulations, including applicable operator registration, bonding and well-plugging requirements.
Community Partnership and Economic Impact
- Job Creation: Projected creation of skilled permanent and construction positions;
- Infrastructure Investment: Modernization of site utilities and sustainable integration with local energy grid capacity;
- Environmental Stewardship: Post-closing environmental compliance, plugging assurances and responsible well management under DEP oversight.
Summary of Illustrative Estimates
MetricBasisIllustrative EstimateOriginal oil in place (historical Halliburton assessment)~10,000 bbl/acre × ~300 acres~3.0 million barrelsOil extracted to date (preliminary)~4% of estimated in-place volume~120,000 barrelsRemaining oil in placeIn-place, not recovered volume~2.9 million barrelsIllustrative gross value of remaining oil in placeWTI ~$90/bbl (late Sept. 2026); Penn Grade crude priced near WTI~$260 million (undiscounted, in-place)Illustrative recoverable oil (primary recovery)5-15% of remaining in-place volume~145,000–435,000 barrels (~$13M–$39.1M gross at ~$90/bbl)One test-drilled, uncompleted gas wells – estimated ultimate recoveryTypical PA Marcellus/Utica horizontal well: ~10–20 Bcf each~20–40 Bcf combinedIllustrative gross gas revenue, One wells (life of well)Realized ~$2.00–$2.50/MMBtu (Henry Hub ~$3.00 less Appalachian basis)~$40M–$100M (undiscounted)Estimated completion cost to bring the one well onlineIndustry range for Appalachian horizontal completions~$10M–$12M per wellBehind-the-meter generation potential, One test wellInitial ~20–40 MMcf/d combined; ~7.5 MMBtu per MWh simple-cycle~100–200 MW initially; ~30–60 MW sustained over 10 years
Plus access to major gas lines on property.
Recoverable gas across the ~300-acre block (both formations)~0.08–0.12 Bcf/acre per formation, Marcellus + Utica~50–70 BcfAll figures above are illustrative, order-of-magnitude estimates prepared by the Company from historical third-party documentation, publicly available basin-level type curves and prevailing commodity prices as of late September 2026. They are not estimates of proved, probable or possible reserves as defined by the U.S. Securities and Exchange Commission, have not been prepared or reviewed by an independent petroleum engineer, are undiscounted, and are stated before royalties, operating costs, capital costs and taxes. Actual results will depend on completed reserve engineering, well performance, commodity prices, permitting and financing. See "Forward-Looking Statements."
About Alpha Compute Corp.
Alpha Compute Corp. (Nasdaq: ALP) is a vertically integrated AI infrastructure company specializing in GPU-as-a-service and AI Confidential Compute. Alpha Compute’s mission is to support clients, subsidiaries, and partners across critical sectors including: finance, defense, intelligence, and media with the essential framework for any organization requiring secure, confidential computing environments.
Alpha Compute Corp is domiciled in the British Virgin Islands with offices in New York, Los Angeles, Miami, Amsterdam and Toronto. Alpha Compute is a founding partner of the Right2Compute Coalition.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of applicable securities laws. All statements other than statements of historical fact, including those preceded by, followed by, or incorporating words such as "believes," "expects," "anticipates," "intends," "estimates," "plans," "may," "will," "potential," "continues," or similar expressions are forward-looking statements.
Forward-looking statements in this release include, without limitation: estimates of oil and gas in place, recoverable volumes, estimated ultimate recovery, completion costs, commodity prices, realized prices, gross revenue and generation capacity; the anticipated revaluation of the acquired assets; the completion and performance of the one drilled gas wells; title, acreage and net revenue interest; the development, permitting, financing, construction and commercial operation of on-site generation and the planned data center; and potential economic, environmental and community impacts.
These statements involve known and unknown risks and uncertainties that may cause actual results to differ materially from those expressed or implied, including: the results of updated geological assessments, appraisals and independent reserve engineering; well performance and recovery factors; volatility in oil and natural gas prices and Appalachian basis differentials; permitting, environmental and well-plugging risks; the timing and progress of the Company’s strategic initiatives; reliance on third-party vendors and partners; the ability to secure additional financing; uncertainty around the Company’s investments and legacy business; risks related to technology platforms and ecosystems; and general market and economic conditions. A more complete discussion of these risks is set forth under "Item 3 – Key Information – Risk Factors" in the Company’s Annual Report on Form 20-F for the year ended March 31, 2026, as amended.
Undue reliance should not be placed on these forward-looking statements. The forward-looking statements contained herein are made as of the date of this press release, and the Company undertakes no obligation to update or revise them publicly, except as required by law.
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