Tuesday’s analyst upgrades and downgrades
Analysts at TD Cowen have raised their valuation assumptions for Canadian energy infrastructure companies due to heightened global energy security concerns following military actions in the Middle East. They emphasize that Canada’s energy sector is becoming increasingly relevant amid geopolitical tensions and domestic economic challenges. The report suggests that Canada has the potential to attract capital and support growth in energy infrastructure, particularly with the introduction of the Building Canada Act.
- ▪TD Cowen analysts upgraded their outlook for Canadian energy infrastructure companies amid global energy security concerns.
- ▪The report highlights Canada's strategic relevance in energy supply due to its long reserve lives and low decline rates.
- ▪Analysts caution that while opportunities are emerging, Canada faces domestic economic challenges that could impact growth.
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ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountInside the Market’s roundup of some of today’s key analyst actionsCiting the impact of the U.S. and Israel military strikes on Iran and “improving Canadian policy support,” equity analysts at TD Cowen raised their valuation assumptions for domestic energy infrastructure companies, seeing “a stronger production outlook emerging, supporting midstream growth opportunities and sustained valuation strength.”“The U.S.-Israel strikes on Iran and ongoing disruptions at the Strait of Hormuz have elevated global energy security concerns,” said analyst Aaron MacNeil.
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