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September 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.

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September 13, 2024 - Softened Sentiment As Investors Await Uplistings and Rescheduling

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June 26, 2024 - Evaluating the High Performance Computing (HPC) and Artificial Intelligence (AI) Data Center Opportunity

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May 08, 2024 - Egress Underpins 2025 Growth as 2024 View Weakens

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April 22, 2024 - The Bulls Overcome The Bears; Re-scheduling Is A Catalyst…And An Overhang?

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February 22, 2024 - An executive summary of Life Sciences Thematic Research.

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January 08, 2024 - A round-up of 2024 Industry Outlooks spanning across Diversified Industries, Growth & Innovation, and the Energy sectors.

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January 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).

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January 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.

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December 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.

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December 20, 2023 - Expecting a Soft Landing in 2024.

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December 19, 2023 - We believe that the pullback in the space over the past two months offers some attractive opportunities.

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December 19, 2023 - Disciplined Growth and Market Access to Take Center Stage.

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December 12, 2023 - Rescheduling, Ohio, New York: MSOs 2024 Outlook. The year 2023 was a challenging one for MSOs, with intensifying competition and sluggish growth.

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December 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.

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November 02, 2023 - Re-scheduling Drives Bullish MSO Sentiment, but Not Capital (Yet); a Contrarian Indicator in Canada?

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September 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.

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July 05, 2023 - Undervalued on Fundamentals, Stuck on Regulations

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May 03, 2023 - Growth & Innovation Martin Toner, CFA, MBA

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April 27, 2023 - Sector Remains Optimistic Despite Choppy Commodities. Tim Monachello, CFA

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April 25, 2023 - Energy Update. Waqar Syed, MBA

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March 24, 2023 - Growth & Innovation. Martin Toner, MBA, CFA

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January 24, 2023 - Patrick J. O'Rourke, CFA Tourmaline Oil Corp.

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January 10, 2023 - Key themes and investment trends in the Canadian Upstream oil and gas sector for 2023. Patrick J. O'Rourke, CFA

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January 05, 2023 - A 2023 cross sector outlook across the Diversified Industries coverage universe. Chris Murray, CFA

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January 03, 2023 - Recoupling secular growth and value creation. Martin Toner, CFA, MBA

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January 03, 2023 - The Times They Are a-Changin' in Canadian Cannabis. Frederico Gomes

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January 03, 2023 - The Year of Cash Harvesting: Highlighting Key Investment Themes. Waqar Sayed, MBA and Tim Monachello, CFA

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December 29, 2022 - Our 2023 Outlook for U.S. Cannabis. Kenric S. Tyghe

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December 01, 2022 - The Global Solution of Renewable Fuels Nate Heywood, CFA

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October 20, 2022 - Growth and Equity Outperformance Expected in 2023 Tim Monachello, CFA

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October 05, 2022 - Carbon Capture Utilization and Storage (CCUS) Waqar Syed, MBA

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September 23, 2022 - Conference Highlights Patrick J. O'Rourke, CFA

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August 10, 2022 - Oil & Gas Expertise Unlocking the Earth’s Energy Potential Tim Monachello, CFA

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April 20, 2022 - Highlights from Exploration & Production Patrick J. O'Rourke, CFA

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April 07, 2022 - Highlights from Life Sciences

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April 07, 2022 - Energy Sector Sentiment Gaining Momentum in 2022 Tim Monachello, CFA

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March 31, 2022 - Highlights from the Waste Management sector. Chris Murray, P. Eng., CFA

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March 29, 2022 - Highlights from Growth & Innovation Martin Toner, MBA, CFA

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March 28, 2022 - Highlights from Growth & Innovation Martin Toner, MBA, CFA

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February 16, 2022 - Highlights from Life Sciences. Frederico Gomes, CFA

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January 30, 2022 - ESG Implications of the Enerflex and Exterran Merger Tim Monachello, CFA

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January 25, 2022 - Canadian Cannabis Market Size Forecast: +13% CAGR Through 2030e Frederico Gomes, CFA

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January 13, 2022 - Highlights from the U.S. Life Sciences sector. Kenric Tyghe

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January 13, 2022 - Highlights from the Life Sciences sector. Kenric Tyghe

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January 12, 2022 - Highlights from the Energy sector. Waqar Syed, MBA

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January 11, 2022 - Highlights from the Diversified Industries sector. Chris Murray, CFA

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January 11, 2022 - Highlights from the Growth and Innovation sector. Martin Toner, CFA

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January 09, 2022 - Highlights from Energy Infrastructure. Nate Heywood, CFA

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January 09, 2022 - Environmental, Social and Governance (ESG) Highlights. Waqar Syed, MBA

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January 09, 2022 - Highlights from Energy Services. Waqar Syed, MBA

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September 06, 2021 - Energy Sector Sentiment Gaining Momentum in 2022 Tim Monachello, CFA

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August 26, 2021 - Managing Labour Needs in Energy Services. Waqar Syed, MBA 720-683-6705

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March 17, 2021 - CCUS is a high growth market in the coming decades. Waqar Syed, MBA

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February 03, 2021 - Biosynthesis to transform consumer packaged goods and pharmaceuticals. David Kideckel, PhD

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January 25, 2021 - The Canadian oil sands - welcome to the jungle. William Lacey, CFA

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January 15, 2021 - Highlights from the Life Sciences sector. David Kideckel, PhD, and Kenric Tyghe

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January 14, 2021 - Highlights from the Energy sector. William Lacey, CFA; Waqar Syed; Patrick O'Rourke, CFA; Tim Monachello, CFA; Nate Heywood, CFA

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January 13, 2021 - Highlights from the Diversified Industries and Growth and Innovation sectors. Chris Murray, CFA and Martin Toner, CFA

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January 06, 2021 - Initiating Coverage on Three Canadian Growth Companies. Martin Toner, CFA

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December 16, 2020 - Examining Hydrogen's Role in Energy Transition to a Low-Carbon Future. Waqar Syed, MBA

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December 15, 2020 - Perspectives on the New Normal of Canadian Grocery. Kenric Tyghe

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December 04, 2020 - Over 40 Charitable Organizations Benefit from Canadians' Generous Spirit. Source: Bloomberg, Calgary Hitmen, ATB Capital Markets

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November 02, 2020 - A Look at Renewable Generation in Alberta. Nate Heywood, CFA

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August 07, 2020 - A Study of the Demand Trends on U.S. Liquids Production. Waqar Syed, MBA

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July 06, 2020 - Technological Trends and Proven Viable Options for the Future. Nate Heywood, CFA

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June 11, 2020 - Market Size, Growth, and Public Company Exposures. Tim Monachello, CFA 403-539-8633

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October 31, 2019 - Alberta government works with industry to formulate temporary solutions for Canada’s egress woes. Nicholas Lupick, CFA 403-539-8592

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October 22, 2019 - Liberal Party to form minority government. Patrick O'Rourke, CFA 403-539-8615

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October 09, 2019 - Legalization 2.0 to move the needle for the derivatives market. David Kideckel, PhD, MBA 647-776-8240

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September 29, 2019 - Open heart surgery on the aorta artery of Canada’s pipeline system. Nicholas Lupick, CFA 403-539-8592

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September 18, 2019 - The Next Generation of Cannabinoid Production. David Kideckel, PhD, MBA 647-776-8240

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September 16, 2019 - An Updated Reference Guide to What Drives Montney Performance. Patrick O'Rourke, CFA 403-539-8615

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September 05, 2019 - Is the juice worth the squeeze? Nicholas Lupick, CFA 403-539-8592

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August 21, 2019 - Alberta Government extends mandate into 2020. Nicholas Lupick, CFA 403-539-8592

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June 28, 2019 - Understanding Canada’s new regulatory framework. Patrick O'Rourke, CFA 403-539-8615

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June 26, 2019 - On the hunt for sustainable value creation at a discounted price. Thomas Matthews, CFA, P.Eng.

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June 20, 2019 - Initiating coverage of the Energy Services sector Waqar Syed, MBA 720-683-6705

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June 18, 2019 - A major win for Western Canadian energy producers. Nicholas Lupick, CFA

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April 18, 2019 - A review of the UCP’s key energy and economic policies. Patrick O’Rourke, CFA 403-539-8615

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February 20, 2019 - How the cannabis industry supply chain may be disrupted. David Kideckel, PhD

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February 15, 2019 - Electricity and energy in the G20. Patrick O'Rourke, CFA 403-539-8615

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February 13, 2019 - Understanding the consequences of the Jan. 31 Supreme Court decision. Thomas Matthews, P.Eng.

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January 07, 2019 - The global trend of cannabis legalization. David Kideckel, PhD, MBA

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December 03, 2018 - Alberta Government extends mandate into 2020. Nicholas Lupick, CFA

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December 03, 2018 - The nuances of crude-by-rail becoming a feasible solution to the dire Canadian crude oil transportation situation. Nicholas Lupick, CFA

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October 03, 2018 - What this announcement from Shell means for investors. Patrick O'Rourke, CFA 403-539-8615

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October 03, 2018 - Why it still makes sense to be bullish on heavy oil. Nicholas Lupick, CFA

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October 03, 2018 - A detailed look at our Montney coverage universe. Patrick O’Rourke, CFA 403-539-8615

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September 11, 2018 - An analysis of valuation, which has reached 2016-level lows. Nicholas Lupick, CFA

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September 04, 2018 - Understanding the implications of the Aug. 30 Trans Mountain Pipeline ruling. Nicholas Lupick, CFA

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August 24, 2018 - Where to turn for shelter during market uncertainty. Nicholas Lupick, CFA

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