Barlow’s Research Roundup: RBC analyst extremely bullish about yield-heavy energy infrastructure sector
Oil and gas production growth, expanding energy export capabilities and electrification remain key drivers behind the growth in new infrastructure. We believe that the Canadian federal and provincial governments are pursuing policies that support power, utility and midstream infrastructure growth initiatives (e.g., nuclear, datacenters, energy exports). Companies have been consistent in their messaging that they will not sacrifice their balance sheets to pursue growth.
- ▪Oil and gas production growth, expanding energy export capabilities and electrification remain key drivers behind the growth in new infrastructure.
- ▪We believe that the Canadian federal and provincial governments are pursuing policies that support power, utility and midstream infrastructure growth initiatives (e.g., nuclear, datacenters, energy exports).
- ▪Companies have been consistent in their messaging that they will not sacrifice their balance sheets to pursue growth.
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Opening excerpt (first ~120 words) tap to expand
ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott BarlowTop picks in energy infrastructureRBC Capital Markets analyst Robert Kwan is very optimistic about the prospects for energy infrastructure stocks,“Increasing growth opportunities, particularly in light of Canadian policy announcements and renewed tensions in the Strait of Hormuz. Oil and gas production growth, expanding energy export capabilities and electrification remain key drivers behind the growth in new infrastructure.
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