ATB Capital Markets and Morgan Stanley analysts share their outlook for energy markets in 2025, highlighting key challenges and investment opportunities. The analysts emphasize the importance of navigating near-term policy risks, including tariffs and emissions regulations, and favor higher quality business models, inflation-insulated equities, and large resource bases.
ATB Capital Markets analysts Patrick O’Rourke and Amir Arif look ahead to energy markets in 2025 and provide top picks,
“We believe that navigating near-term policy related risks will be one of the most material challenges/uncertainties energy equity investors will have to navigate entering H1/25 at this time with investors grappling with the potential impacts of tariffs , a Canadian Federal government increasingly hawkish on industry emissions , and potential strengthening sanctions of Russian and Iranian crude exports ...
“Commodities Strategist Devin McDermott highlights that oil E&Ps are still down 5% YTD on roughly flat crude prices. Consistent with his view, gas producers have fared better, up 16% on average, as have more defensive Energy plays like the Majors . Looking ahead to 2025, Devin expects many in the industry to realize further efficiency gains but, despite improved valuations post recent weakness, for oil E&Ps this may continue to be outweighed by a soft macro setup for now.
, we call out our ten favorite themes heading into 2025 predicated on five pillars: valuation, growth, quality, revisions, and macro connections. Generally, we barbell between growth themes , Quest Diagnostics , First Solar , Gilead Sciences , and Hormel Foods are added to the portfolio, which post rebalance, is heavily Mid Cap tilted with a slight Value style bias”
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