INSIGHTS

Timely, in-depth analysis of evolving market trends.

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Explore recent insights and reports from our equity research team.

a refinery behind a rolling field

Canadian Upstream and Integrated Oil & Gas Outlook

December 18, 2024 - 2025 and Beyond

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construction site of a commercial building with the structure framing in progress

2025 Diversified Industries Outlook

December 16, 2024 - The Question of the Marginal Dollar

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Growth & Innovation 2025 Outlook

December 9, 2024 - Year Three of Decade Long AI Investment Cycle

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Insights

Expertise and unique perspectives from our equity research team.

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Canadian Upstream and Integrated Oil & Gas Outlook

December 18, 2024 - 2025 and Beyond

Life Sciences Canadian Cannabis 2025 Outlook

December 17, 2024 - Setting Sights on Global Markets 

2025 Diversified Industries Outlook

December 16, 2024 - The Question of the Marginal Dollar

2025 Energy Infrastructure Outlook

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

Energy Services Outlook 2025

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

Growth & Innovation 2025 Outlook

December 9, 2024 - Year Three of Decade Long AI Investment Cycle

MSOs 2025 Outlook

December 9, 2024 - In Need of Regulatory Catalysts

Connecting the Dots: From AI to Fracking

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

Lithium - A Critical Mineral

October 7, 2024 - Analysis of Lithium Markets and North American Projects

Fall 2024 Energy Sector Survey Results

September 16, 2024 - Maintaining Growth Trajectory as Sentiment Softens

Fall 2024 ATB Cannabis Investor Sentiment Survey

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

HPC and the Power to Be

June 26, 2024 - Evaluating the HPC and AI Data Center Opportunity

Spring 2024 Energy Sector Survey Results

May 8, 2024 - Egress Underpins 2025 Growth as 2024 View Weakens

Spring 2023 Energy Sector Survey Results

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

Spring 2024 ATB Cannabis Investor Sentiment Survey

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

The Future of Cannabis, Part 1: Will It Look Like Tobacco?

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

ATB Capital Markets 12th Annual Institutional Investor Conference

January 16, 2024 - A round-up of 2024 Industry Outlooks.

Energy Infrastructure: Canadian Export Primer

January 5, 2024 - Extra! Extra! We Need Exports!

Canadian Upstream and Integrated Oil & Gas Outlook

January 3, 2024 - Commodity assumptions, equity outlook, key themes and investment trends.

2024 Energy Services Outlook

December 22, 2023 - Highlighting Top Picks in the Energy Services Sector.

2024 Diversified Industries Outlook

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

2024 Energy Infrastructure Outlook

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

2024 Small and Mid-Cap E&P Outlook

December 19, 2024 - Pullback in the space offers some attractive opportunities.

2024 Life Sciences Outlook: MSOs

December 12, 2023 - Rescheduling, Ohio, New York: MSOs 2024 Outlook.

Growth & Innovation 2024 Outlook

December 5, 2023 - The ATB Take: Finding Balance

ATB Cannabis Investor Sentiment Survey

October 27, 2023 - Re-scheduling Drives Bullish MSO Sentiment, but Not Capital (Yet).

Highlights: 2023 Energy Institutional Investor Conference

September 22, 2023 - ATB Capital Markets hosted its 2023 Energy Institutional Investor Conference.

Resumed Life Sciences Coverage: US Multi-State Operators

July 5, 2023 - Undervalued on Fundamentals, Stuck on Regulations

A Secular Shift Afoot in B.C. - Implications?

April 25, 2023 - Energy Update.

Into the Rabbit Hole: Digital Assets, Cryptocurrency, Blockchain, and Web3

March 30, 2023 - Growth & Innovation

Highlights from the Interpretation and Impact of the BRFN Agreement

January 23, 2023 - A summary of highlights from our Virtual Update with Tourmaline Oil Corp.

2023 Upstream Oil and Gas Outlook

January 11, 2023 - Key themes and investment trends in the Canadian Upstream oil and gas sector.

Diversified Industries 2023

January 5, 2023 - A 2023 cross sector outlook across the Diversified Industries coverage universe.

Canadian Cannabis 2023 Outlook

January 3, 2023 - The Times They Are a-Changin' in Canadian Cannabis.

Energy Services 2023 Outlook

January 3, 2023 - The Year of Cash Harvesting: Highlighting Key Investment Themes.

Growth & Innovation 2023 Outlook

January 3, 2023 - Recoupling secular growth and value creation.

Cannabis Confidential 2023

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

Renewable Fuels Handbook

December 1, 2022 - The Global Solution of Renewable Fuels

Fall 2022 Energy Sector Survey Results

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

Key Drivers of CCUS Project Economics

October 5, 2022 - Carbon Capture Utilization and Storage (CCUS)

ATB Capital Markets 2022 Fall Energy Conference

September 23, 2022 - Highlights from the 2022 Fall Canadian Energy Conference in New York.

Geothermal Energy

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

Assessing ESG Implications of M&A Transactions

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

Introducing ESG Analysis for the E&P Coverage Universe

April 20, 2022 - Highlights from Exploration & Production.

Canadian Cannabis Sales Put The Brakes On Growth

April 7, 2022 - Highlights from Life Sciences

ATB Capital Markets Energy Sector Survey Results

April 7, 2022 - Energy Sector Sentiment Gaining Momentum in 2022.

ATBesg Analysis of the Waste Management Sector

March 31, 2022 - Highlights from the Waste Management sector.

Financial Inclusion: Lowering the Drawbridge

March 29, 2022 - Highlights from Growth & Innovation

Introducing ESG Analysis for the G&I Coverage Universe

March 28, 2022 - Highlights from Growth & Innovation

2022 ESG Analysis for the G&I Coverage Universe

March 28, 2022 - Updated Scoring of the 2021 Growth & Innovation Universe.

Canadian Cannabis Retail Is Poised For Consolidation. Here’s What To Buy.

February 16, 2022 - Highlights from Life Sciences.

Canadian Cannabis Market Size Forecast

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

ATB Capital Markets Institutional Investor Conference - Life Sciences USA

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

ATB Capital Markets Institutional Investor Conference - Life Sciences

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

ATB Capital Markets Institutional Investor Conference - Energy

January 12, 2022 - Highlights from the Energy sector.

ATB Capital Markets Institutional Investor Conference - Growth & Innovation

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

ATB Capital Markets Institutional Investor Conference - Diversified Industries

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

Introducing ESG into Investment Research

January 9, 2022 - Environmental, Social and Governance (ESG) Highlights.

Introducing an ESG Analysis Framework for Energy Infrastructure

January 9, 2022 - Highlights from Energy Infrastructure.

Initiating ESG Analysis of the Energy Services Industry

January 9, 2022 - Highlights from Energy Services.

ATB Capital Markets 2021 Energy Sector Survey Results

September 6, 2021 - Trends support increasing Canadian energy sector optimism.

ATB Capital Markets 2021 Energy Sector Survey Results

September 6, 2021 - Trends support increasing Canadian energy sector optimism.

Labour Market Tightness Not Uniform in Energy Services

August 26, 2021 - Managing Labour Needs in Energy Services.

Bet on Carbon Capture, Utilization and Storage as a Vehicle to Reach Climate Goals

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

Biosynthetically-derived Cannabinoids

February 3, 2021 - Biosynthesis to transform consumer packaged goods and pharmaceuticals.

Walking on a Knife’s Edge in the Energy Sector

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

ATB Capital Markets Institutional Investor Conference - Diversified Industries

January 15, 2021 - Highlights from the Life Sciences sector.

ATB Capital Markets Institutional Investor Conference - Day 2 Highlights

January 14, 2021 - Highlights from the Energy sector.

ATB Capital Markets Institutional Investor Conference - Day 1 Highlights

January 13, 2021- Highlights from the Diversified Industries and Growth and Innovation sectors.

A Growth & Innovation Story

January 6, 2021 - Initiating Coverage on Three Canadian Growth Companies.

Hydrogen to Play a Key Role in the Energy Transition

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

Grocery as e-Grocery, Data as a Differentiator

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

The Grid of Tomorrow

November 2, 2020 - A Look at Renewable Generation in Alberta.

NAM Activity Scenarios Beyond COVID-19

August 7, 2020 - A Study of the Demand Trends on U.S. Liquids Production.

How Doable is Renewable?

July 6, 2020 - Technological Trends and Proven Viable Options for the Future.

Impact of the Federal Well Abandonment Aid Package

June 11, 2020 - Market Size, Growth, and Public Company Exposures.