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- Thematic Research (43)
- Energy (28)
- Energy Services (22)
- Exploration & Production (18)
- Investor Research (14)
- Canadian Cannabis (13)
- ESG (13)
- Investor Conference (11)
- Energy Infrastructure (9)
- Growth & Innovation (9)
- Life Sciences (9)
- U.S. Cannabis (9)
- Survey Results (6)
- Diversified Industries (5)
- Fintech (5)
- Coverage Initiation (3)
- Carbon Capture Utilization and Storage (2)
- Consumer & Retail (1)
- Mergers & Acquisitions (M&A) (1)
- News Update (1)
- Philanthropy (1)
- Waste Management (1)
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Get timely, in-depth analysis of evolving market trends that are shaping the investment landscape. Our research team provides expertise and unique perspectives that help our clients reach their goals.
Lithium - A Critical Mineral
Analysis of Lithium Markets and North American Projects
Read The ReportSeptember 16, 2024 - Maintaining Growth Trajectory as Sentiment Softens We present the results from the fall 2024 edition of ATB Capital Markets’ semi-annual Energy Sector Survey.
Read the ReportSeptember 13, 2024 - Softened Sentiment As Investors Await Uplistings and Rescheduling
Read the ReportJune 26, 2024 - Evaluating the High Performance Computing (HPC) and Artificial Intelligence (AI) Data Center Opportunity
Read the ReportMay 08, 2024 - Egress Underpins 2025 Growth as 2024 View Weakens
Read the ReportApril 22, 2024 - The Bulls Overcome The Bears; Re-scheduling Is A Catalyst…And An Overhang?
Read the ReportFebruary 22, 2024 - An executive summary of Life Sciences Thematic Research.
Read the ReportJanuary 08, 2024 - A round-up of 2024 Industry Outlooks spanning across Diversified Industries, Growth & Innovation, and the Energy sectors.
Read the ReportJanuary 05, 2024 - Extra! Extra! We Need Exports! The Canadian economy, like many global peers, is heavily reliant on energy as a factor of production; however, Canada has a unique hand to play given the abundance of natural resources (4th largest oil reserves; 5th largest natural gas producer).
Read the ReportJanuary 03, 2024 - As investors begin to navigate the complexities of investing in Canadian upstream oil and gas in 2024, we are releasing our updated commodity assumptions and equity outlook/key themes and investment trends for 2024 and beyond.
Read the ReportDecember 22, 2023 - Highlighting Top Picks in the Energy Services Sector. Within Energy Services, we see 2024 to be a stock picker’s market, and expect outperformance from companies that have minimal cyclical US-exposure, high cash-return to shareholders profiles, and “Alpha'' opportunities.
Read the ReportDecember 20, 2023 - Expecting a Soft Landing in 2024.
Read the ReportDecember 19, 2023 - We believe that the pullback in the space over the past two months offers some attractive opportunities.
Read the ReportDecember 19, 2023 - Disciplined Growth and Market Access to Take Center Stage.
Read the ReportDecember 12, 2023 - Rescheduling, Ohio, New York: MSOs 2024 Outlook. The year 2023 was a challenging one for MSOs, with intensifying competition and sluggish growth.
Read the ReportDecember 05, 2023 - The ATB Take: Finding Balance Markets and growth stock valuations normalized in 2023 after last year’s overcorrection. Moving into 2024, interest rates remain high, meaning alternatives to growth assets still exist.
Read the ReportNovember 02, 2023 - Re-scheduling Drives Bullish MSO Sentiment, but Not Capital (Yet); a Contrarian Indicator in Canada?
Read the ReportSeptember 22, 2023 - On September 21, ATB Capital Markets Inc. hosted its 2023 Energy Institutional Investor Conference in New York, showcasing 13 top oil and gas producers in the Canadian energy sector.
Read the ReportJuly 05, 2023 - Undervalued on Fundamentals, Stuck on Regulations
Read the ReportMay 03, 2023 - Growth & Innovation Martin Toner, CFA, MBA
Read the ReportApril 27, 2023 - Sector Remains Optimistic Despite Choppy Commodities. Tim Monachello, CFA
Read the ReportApril 25, 2023 - Energy Update. Waqar Syed, MBA
Read the ReportMarch 24, 2023 - Growth & Innovation. Martin Toner, MBA, CFA
Read the ReportJanuary 24, 2023 - Patrick J. O'Rourke, CFA Tourmaline Oil Corp.
Read the ReportJanuary 10, 2023 - Key themes and investment trends in the Canadian Upstream oil and gas sector for 2023. Patrick J. O'Rourke, CFA
Read the ReportJanuary 05, 2023 - A 2023 cross sector outlook across the Diversified Industries coverage universe. Chris Murray, CFA
Read the ReportJanuary 03, 2023 - Recoupling secular growth and value creation. Martin Toner, CFA, MBA
Read the ReportJanuary 03, 2023 - The Times They Are a-Changin' in Canadian Cannabis. Frederico Gomes
Read the ReportJanuary 03, 2023 - The Year of Cash Harvesting: Highlighting Key Investment Themes. Waqar Sayed, MBA and Tim Monachello, CFA
Read the ReportDecember 29, 2022 - Our 2023 Outlook for U.S. Cannabis. Kenric S. Tyghe
Read the ReportDecember 01, 2022 - The Global Solution of Renewable Fuels Nate Heywood, CFA
Read the ReportOctober 20, 2022 - Growth and Equity Outperformance Expected in 2023 Tim Monachello, CFA
Read the ReportOctober 05, 2022 - Carbon Capture Utilization and Storage (CCUS) Waqar Syed, MBA
Read the ReportSeptember 23, 2022 - Conference Highlights Patrick J. O'Rourke, CFA
Read the ReportAugust 10, 2022 - Oil & Gas Expertise Unlocking the Earth’s Energy Potential Tim Monachello, CFA
Read the ReportApril 20, 2022 - Highlights from Exploration & Production Patrick J. O'Rourke, CFA
Read the ReportApril 07, 2022 - Highlights from Life Sciences
Read the ReportApril 07, 2022 - Energy Sector Sentiment Gaining Momentum in 2022 Tim Monachello, CFA
Read the ReportMarch 31, 2022 - Highlights from the Waste Management sector. Chris Murray, P. Eng., CFA
Read the ReportMarch 29, 2022 - Highlights from Growth & Innovation Martin Toner, MBA, CFA
Read the ReportMarch 28, 2022 - Highlights from Growth & Innovation Martin Toner, MBA, CFA
Read the ReportFebruary 16, 2022 - Highlights from Life Sciences. Frederico Gomes, CFA
Read the ReportJanuary 30, 2022 - ESG Implications of the Enerflex and Exterran Merger Tim Monachello, CFA
Read the ReportJanuary 25, 2022 - Canadian Cannabis Market Size Forecast: +13% CAGR Through 2030e Frederico Gomes, CFA
Read the ReportJanuary 13, 2022 - Highlights from the U.S. Life Sciences sector. Kenric Tyghe
Read the ReportJanuary 13, 2022 - Highlights from the Life Sciences sector. Kenric Tyghe
Read the ReportJanuary 12, 2022 - Highlights from the Energy sector. Waqar Syed, MBA
Read the ReportJanuary 11, 2022 - Highlights from the Diversified Industries sector. Chris Murray, CFA
Read the ReportJanuary 11, 2022 - Highlights from the Growth and Innovation sector. Martin Toner, CFA
Read the ReportJanuary 09, 2022 - Highlights from Energy Infrastructure. Nate Heywood, CFA
Read the ReportJanuary 09, 2022 - Environmental, Social and Governance (ESG) Highlights. Waqar Syed, MBA
Read the ReportJanuary 09, 2022 - Highlights from Energy Services. Waqar Syed, MBA
Read the ReportSeptember 06, 2021 - Energy Sector Sentiment Gaining Momentum in 2022 Tim Monachello, CFA
Read the ReportAugust 26, 2021 - Managing Labour Needs in Energy Services. Waqar Syed, MBA 720-683-6705
Read the ReportMarch 17, 2021 - CCUS is a high growth market in the coming decades. Waqar Syed, MBA
Read the ReportFebruary 03, 2021 - Biosynthesis to transform consumer packaged goods and pharmaceuticals. David Kideckel, PhD
Read the ReportJanuary 25, 2021 - The Canadian oil sands - welcome to the jungle. William Lacey, CFA
Read the ReportJanuary 15, 2021 - Highlights from the Life Sciences sector. David Kideckel, PhD, and Kenric Tyghe
Read the ReportJanuary 14, 2021 - Highlights from the Energy sector. William Lacey, CFA; Waqar Syed; Patrick O'Rourke, CFA; Tim Monachello, CFA; Nate Heywood, CFA
Read the ReportJanuary 13, 2021 - Highlights from the Diversified Industries and Growth and Innovation sectors. Chris Murray, CFA and Martin Toner, CFA
Read the ReportJanuary 06, 2021 - Initiating Coverage on Three Canadian Growth Companies. Martin Toner, CFA
Read the ReportDecember 16, 2020 - Examining Hydrogen's Role in Energy Transition to a Low-Carbon Future. Waqar Syed, MBA
Read the ReportDecember 15, 2020 - Perspectives on the New Normal of Canadian Grocery. Kenric Tyghe
Read the ReportDecember 04, 2020 - Over 40 Charitable Organizations Benefit from Canadians' Generous Spirit. Source: Bloomberg, Calgary Hitmen, ATB Capital Markets
Read the ReportNovember 02, 2020 - A Look at Renewable Generation in Alberta. Nate Heywood, CFA
Read the ReportAugust 07, 2020 - A Study of the Demand Trends on U.S. Liquids Production. Waqar Syed, MBA
Read the ReportJuly 06, 2020 - Technological Trends and Proven Viable Options for the Future. Nate Heywood, CFA
Read the ReportJune 11, 2020 - Market Size, Growth, and Public Company Exposures. Tim Monachello, CFA 403-539-8633
Read the ReportOctober 31, 2019 - Alberta government works with industry to formulate temporary solutions for Canada’s egress woes. Nicholas Lupick, CFA 403-539-8592
Read the ReportOctober 22, 2019 - Liberal Party to form minority government. Patrick O'Rourke, CFA 403-539-8615
Read the ReportOctober 09, 2019 - Legalization 2.0 to move the needle for the derivatives market. David Kideckel, PhD, MBA 647-776-8240
Read the ReportSeptember 29, 2019 - Open heart surgery on the aorta artery of Canada’s pipeline system. Nicholas Lupick, CFA 403-539-8592
Read the ReportSeptember 18, 2019 - The Next Generation of Cannabinoid Production. David Kideckel, PhD, MBA 647-776-8240
Read the ReportSeptember 16, 2019 - An Updated Reference Guide to What Drives Montney Performance. Patrick O'Rourke, CFA 403-539-8615
Read the ReportSeptember 05, 2019 - Is the juice worth the squeeze? Nicholas Lupick, CFA 403-539-8592
Read the ReportAugust 21, 2019 - Alberta Government extends mandate into 2020. Nicholas Lupick, CFA 403-539-8592
Read the ReportJune 28, 2019 - Understanding Canada’s new regulatory framework. Patrick O'Rourke, CFA 403-539-8615
Read the ReportJune 26, 2019 - On the hunt for sustainable value creation at a discounted price. Thomas Matthews, CFA, P.Eng.
Read the ReportJune 20, 2019 - Initiating coverage of the Energy Services sector Waqar Syed, MBA 720-683-6705
Read the ReportJune 18, 2019 - A major win for Western Canadian energy producers. Nicholas Lupick, CFA
Read the ReportApril 18, 2019 - A review of the UCP’s key energy and economic policies. Patrick O’Rourke, CFA 403-539-8615
Read the ReportFebruary 20, 2019 - How the cannabis industry supply chain may be disrupted. David Kideckel, PhD
Read the ReportFebruary 15, 2019 - Electricity and energy in the G20. Patrick O'Rourke, CFA 403-539-8615
Read the ReportFebruary 13, 2019 - Understanding the consequences of the Jan. 31 Supreme Court decision. Thomas Matthews, P.Eng.
Read the ReportJanuary 07, 2019 - The global trend of cannabis legalization. David Kideckel, PhD, MBA
Read the ReportDecember 03, 2018 - Alberta Government extends mandate into 2020. Nicholas Lupick, CFA
Read the ReportDecember 03, 2018 - The nuances of crude-by-rail becoming a feasible solution to the dire Canadian crude oil transportation situation. Nicholas Lupick, CFA
Read the ReportOctober 03, 2018 - What this announcement from Shell means for investors. Patrick O'Rourke, CFA 403-539-8615
Read the ReportOctober 03, 2018 - Why it still makes sense to be bullish on heavy oil. Nicholas Lupick, CFA
Read the ReportOctober 03, 2018 - A detailed look at our Montney coverage universe. Patrick O’Rourke, CFA 403-539-8615
Read the ReportSeptember 11, 2018 - An analysis of valuation, which has reached 2016-level lows. Nicholas Lupick, CFA
Read the ReportSeptember 04, 2018 - Understanding the implications of the Aug. 30 Trans Mountain Pipeline ruling. Nicholas Lupick, CFA
Read the ReportAugust 24, 2018 - Where to turn for shelter during market uncertainty. Nicholas Lupick, CFA
Read the Report