Capital Planning And Asset OptionalityAnalyst notes the 2026 budget's emphasis on Duvernay strength and progress on Sinclair as evidence of disciplined capital allocation and upside from underappreciated non-producing assets.
Production GrowthAnalyst highlights that strong runtime and output at the Alhambra plant, together with expansion work to double capacity, should drive meaningful production growth.
Project DevelopmentFinal Investment Decision for the Sinclair Montney project signals management confidence in scalable growth and supports future volume additions.