Energy is in the spotlight today with equity research analysts Thomas Goldthorpe and Lulu Xiong. They'll speak on the global energy markets, Europe's energy supply, and other trends affecting the sector. In her research, Lulu covers midstream and uranium, as well as precious metals. Lulu notes there is really good visibility at what the uranium space will look like over the next few years, which may lead to an attractive investment opportunity. Thomas comments on the overall economic picture and how it impacts oil prices, noting the economy has slowed down so demand for oil is weaker. On the supply side it has not been as bad as expected. Among other topics covered today, they comment on the energy transition, carbon capture technology, liquified natural gas, and more.

Recorded on March 31, 2023.

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