INSIGHTS
Timely, in-depth analysis of evolving market trends.
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
Growth & Innovation 2025 Outlook
December 9, 2024 - Year Three of Decade Long AI Investment Cycle
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.
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
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.
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.
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.