December 13, 2024 - Structural Tailwinds Driving Upside for Energy Infrastructure

December 12, 2024 - Stock Picking the Name of the Game

December 09, 2024 - Year Three of Decade Long AI Investment Cycle

December 09, 2024 - In Need of Regulatory Catalysts

November 26, 2024 - Tracing Second Derivative Winners of AI Revolution

October 07, 2024 - Analysis of Lithium Markets and North American Projects

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.

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

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

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

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

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

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

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).

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.

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.

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

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

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

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.

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.

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

April 07, 2022 - Highlights from Life Sciences

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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