Novi Research

Centalion Group is expanding its Haynesville position through the acquisition of Silver Hill Energy Partners’ upstream and midstream assets in a rumored $1.5 billion deal.

Industry activity remains positive but is cooling, even with oil near $100/bbl. Novi’s Q3 2026 Dallas Fed Energy Survey analysis examines why operators remain disciplined,

Diversified Energy’s $1.8 billion acquisition of Birch Resources marks its largest deal to date and a major expansion into the Permian. Our initial reaction examines

EOG continues to generate peer-leading returns and free cash flow, but its Delaware Basin portfolio is evolving. Novi’s Q2 2026 Corporate Note examines productivity trends,

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

JAPEX is taking a different approach to U.S. shale. Its $320 million Fundare acquisition expands an operated, liquids-rich Rockies position and brings Peoria to roughly

Williston has plenty of inventory left, but much of it requires $90-110/bbl oil to compete for capital. Our latest supply outlook examines why production responds

Verde Operating’s acquisition of Vitol-backed VTX Energy marks a new entrant into the Southern Delaware Basin while signaling Vitol’s exit from U.S. upstream operations. Explore

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

Matador Resources announces two acquisitions in the Delaware Basin for $1.48 billion