1. Gibson Energy’s Record Infrastructure EBITDA Signals Strength in Midstream (GEI:TSX)
Gibson Energy has reported record infrastructure EBITDA in its latest quarterly results, reinforcing the company’s position as one of Canada’s most stable midstream operators. The update includes a 5% dividend increase and continued momentum across storage, terminalling, and pipeline‑adjacent assets. Over the next 24 hours, markets will be watching for analyst revisions, institutional flow, and any follow‑through commentary on 2026 capital‑allocation priorities—particularly as midstream names regain favour amid volatile crude pricing.
2. Ovintiv’s Anadarko Asset Sale Reshapes North American Portfolio (OVV:TSX)
Ovintiv has announced an agreement to divest its Anadarko Basin assets, a move that tightens the company’s focus on its core North American shale positions. The transaction is expected to streamline capital deployment and improve balance‑sheet flexibility heading into 2026. Investors will be monitoring deal‑closure timing, updated production guidance, and potential redeployment of proceeds into higher‑return basins, including Montney and Permian—both critical to Canada‑U.S. energy integration.
3. Logan Energy Posts 31% Increase in Year‑End Reserves (LGN:TSX‑V)
Logan Energy has reported a 31% increase in year‑end 2025 reserves, a material development for a TSX Venture‑listed producer operating in one of Canada’s most competitive basins. The reserve growth strengthens the company’s long‑term development profile and may influence near‑term trading as investors reassess asset value, drilling inventory, and 2026 capital‑program scale. The next 24 hours may bring additional technical commentary or updated corporate presentations as Logan positions itself ahead of the spring financing window.
