[ Novi Calgary Connect 2026 ] Canadian energy insights, an expert panel, and networking. October 29. — Request your invite

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Robert Polk

Research Director

Robert Polk is a Research Director at Novi Labs, primarily focusing on Corporate Research. He possesses 15 years of energy finance experience across banking, research, and consulting. Leveraging Novi’s proprietary inventory and production forecasts enables differentiated research for assessing asset quality and depth and its impact on financial performance.
Corporate Analysis
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Corporate Analysis: EQT Nears a Capital Allocation Inflection Point as Production Outperforms

EQT raised 2026 production guidance to ~6.6 Bcfe/d while continuing to strengthen its balance sheet. Explore how more than 17 years of Marcellus inventory, low
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Corporate Analysis
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Corporate Analysis: Inside Occidental Petroleum’s Lower 48 Growth Strategy

Occidental Petroleum has assembled one of the largest Lower 48 inventories through strategic acquisitions. Novi Intelligence examines the quality, longevity, and economics of Oxy’s core
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Corporate Analysis
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Corporate Analysis: Devon Energy Lower 48 Inventory

The Devon-Coterra merger creates a Delaware Basin powerhouse with more sub-$60/bbl inventory than any other operator and over 20 years of remaining development runway.
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Corporate Analysis
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Corporate Analysis: Expand Energy | Q1 2026

Expand combines deep Haynesville inventory, LNG exposure, and large-scale gas production to support long-term growth and cash flow generation.
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Industry Updates
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Q1 2026 Earnings Recap: Capital Discipline Continues to Hold (For Now)

Higher oil prices boosted cash flow in Q1 2026, but Lower 48 producers largely maintained disciplined spending and cautious capital allocation.
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Corporate Analysis
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Corporate Analysis: EQT Corporation | Q1 2026

EQT pairs deep Marcellus inventory with sub-$3.50/Mcf breakevens and strong free cash flow generation.
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Corporate Analysis
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Corporate Analysis: Chord Energy | Q4 2025

Chord Energy combines deep Williston inventory with longer laterals and competitive breakevens to support multi-decade development.
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Corporate Analysis
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Corporate Analysis: Permian Resources | Q4 2025

Permian Resources combines low-cost breakevens with deep inventory, reinforcing its position as a Delaware Basin cost leader.
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Corporate Analysis
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Corporate Analysis: Range Resources Corporation | Q4 2025

Range Resources pairs top-tier Marcellus inventory with multi-decade runway and additional upside in deeper formations.
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Corporate Analysis
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Corporate Analysis: Diamondback Energy | Q4 2025

Diamondback is shifting from acquisition-driven growth to organic expansion as it builds a multi-decade inventory position in the Permian.
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Novi Labs Event

Novi Calgary Connect 2026

Robert Polk is a Research Director at Novi Labs, primarily focusing on Corporate Research. He possesses 15 years of energy finance experience across banking, research, and consulting. Leveraging Novi’s proprietary inventory and production forecasts enables differentiated research for assessing asset quality and depth and its impact on financial performance.

Join us in Calgary on October 29 for expert insights, a live panel, and networking on the future of Canadian unconventional development.

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Event poster for Novi Calgary Connect on October 29, 2026, featuring eight male speakers with names, titles, and company logos, held at Calgary Petroleum Club, Alberta.

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