Energy Archives - CFRA Research https://www.cfraresearch.com/insights/tag/energy/ Independent Financial Intelligence and Innovation Wed, 01 Apr 2026 17:22:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.cfraresearch.com/wp-content/uploads/2023/03/cropped-CFRA_favicon_512px-1-32x32.png Energy Archives - CFRA Research https://www.cfraresearch.com/insights/tag/energy/ 32 32 Private Credit: Hyperscaler Market Risk Exposure https://www.cfraresearch.com/insights/private-credit-hyperscaler-market-risk/ Wed, 01 Apr 2026 17:22:18 +0000 https://www.cfraresearch.com/?p=12538 The post Private Credit: Hyperscaler Market Risk Exposure appeared first on CFRA Research.

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Summary

March 26, 2026 – Kenneth Leon, Director of Global Research at CFRA, examines a critical risk emerging in private credit’s AI infrastructure lending boom. While alternative asset managers have capitalized on financing opportunities in AI data centers and power transmission, Leon’s March 25 thematic report warns that rising debt levels could threaten creditworthiness, especially in a recession scenario.

The analysis covers firms with concentrated private credit exposure to hyperscalers (Apollo, Ares, and Blue Owl) alongside more diversified players like Brookfield, Blackstone, and KKR. With four of these firms in the S&P 500, their performance has broader implications for equity investors beyond the alternative asset management sector.

Download the Thematic Report for Details
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]]> Crude Awakening: Portfolio Positioning for an Energy Shock https://www.cfraresearch.com/insights/crude-awakening-portfolio-positioning-for-an-energy-shock/ Tue, 17 Mar 2026 12:33:39 +0000 https://www.cfraresearch.com/?p=11980 The post Crude Awakening: Portfolio Positioning for an Energy Shock appeared first on CFRA Research.

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Summary

March 16, 2026 – Markets are treating the Iran conflict as temporary. CFRA’s Arun Sundaram thinks they’re wrong. With WTI crude up 70% this year and the Strait of Hormuz disrupted, we’re facing the biggest energy shock in years. Yet the S&P 500 sits just 5% below its January peak—a dangerous disconnect. 

The risk? Oil breaching $120/barrel and triggering recession. 
The opportunity? Strategic repositioning before markets wake up. 

Sundaram identifies clear winners (energy infrastructure, defense, semiconductors) and vulnerable sectors (airlines, autos, hotels) as this crisis unfolds. 

Download the 1-page overview for specific positioning guidance.

MarketScope Advisor customers: Log in to access the full 13-page report with granular sector-by-sector analysis and detailed positioning strategies. 

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]]> The U.S.-Europe Relationship and Its Impact on Investments https://www.cfraresearch.com/insights/the-us-europe-relationship-and-its-impact-on-european-etfs/ Mon, 08 Sep 2025 14:12:10 +0000 https://www.cfraresearch.com/?p=11102 The post The U.S.-Europe Relationship and Its Impact on Investments appeared first on CFRA Research.

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The strategic relationship between the United States and Europe is essential for investors globally. During this timely webinar, Aniket Ullal, Head, ETF Research & Analytics, CFRA, and Frank Oliveri, SVP, Senior Defense & Foreign Policy Analyst at Washington Analysis, a CFRA Business, examined the economic, political, and policy drivers shaping this transatlantic partnership—and what they mean for investment decisions.

They discussed:

  • Russia–Ukraine Conflict: Current developments, outlook, and implications for sectors such as defense and energy.
  • NATO & Defense Cooperation: How the transatlantic security alliance may evolve within the broader U.S. foreign policy agenda.
  • Tariffs & Trade policy: Updates on U.S.–EU and U.S.–UK trade agreements and the sectors most affected.
  • The Iran Agenda: Sanctions against Iran and the status of broader Middle East policy for both Europe and the US.

This presentation is for educational informational purposes only and is not a recommendation to buy or sell securities or engage in any investment activity.

Watch the replay

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]]> European Utilities & Trump 2.0: Market Outlook & Investment Insights https://www.cfraresearch.com/insights/european-utilities-trump-2-0-market-outlook-investment-insights/ Mon, 17 Mar 2025 18:48:29 +0000 https://www.cfraresearch.com/?p=9810 The post European Utilities & Trump 2.0: Market Outlook & Investment Insights appeared first on CFRA Research.

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Summary

Gain valuable insights into how the re-election of President Trump could impact European utilities and shape investment opportunities in 2025. Our proprietary research dives deep into key market implications, interest rate trends, and sector performance to help you stay ahead.

What You’ll Learn:

  • Market Impact of Trump’s Policies: Understand how new tariffs and energy policy shifts may affect European utilities.
  • Top Stock Picks for 2025: Discover why Iberdrola and Enel stand out as resilient investment opportunities.
  • Interest Rate Trends & Sector Performance: Assess how expected ECB rate cuts could influence utility valuations.
  • Renewable Energy & Geopolitical Risks: Explore the challenges and opportunities in the renewable energy transition.
  • Investment Strategies for 2025: Learn how to navigate potential cost inflation and supply chain disruptions.
Get access to the complete research and stay informed on how to position your portfolio in the evolving European utilities market.

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]]> Weathering the Tariff Storm: Strategies for Investors in the Consumer Space https://www.cfraresearch.com/insights/weathering-the-tariff-storm/ Wed, 12 Mar 2025 15:02:56 +0000 https://www.cfraresearch.com/?p=9680 The post Weathering the Tariff Storm: Strategies for Investors in the Consumer Space appeared first on CFRA Research.

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As tariffs loom, along with rising national debt, persistent inflation, and elevated interest rates, how will investors effectively safeguard their portfolios from potential downturns?

During CFRA’s roundtable, our Consumer Analysts explored the nuanced and complex ways in which tariffs are expected to impact the consumer and consumer-facing companies. They delved into the specific challenges faced by different industries, analyzed potential ripple effects on consumers, and highlighted tariff-related dynamics shaping the market.

During this interactive roundtable, they discussed:

  • Oil and Gas: How tariffs will raise fuel costs, disrupt supply chains, benefit domestic producers.
  • Big Box Retailers: Higher import costs will lead to price hikes or supplier shifts.
  • Auto Industry: Tariffs on steel and parts raise costs, affecting prices and jobs.
  • Retail: Import tariffs will increase prices and reduce demand.
  • Winners/Losers

Speakers

Stewart Glickman, CFA
Director of Equity Research
Stewart Glickman is Director of Equity Research at CFRA. He is responsible for analytical Energy sector coverage across the value chain. Stewart held the position of Sector Head of the Energy and Materials teams and Industry Analyst for S&P Global Market Intelligence. Prior to joining CFRA and S&P Global, Stewart worked in strategic consulting with Monitor Company and in economic consulting with Law and Economics Consulting Group and National Economic Research Associates, Inc. Stewart holds a Bachelor of Arts degree in Economics from the University of Western Ontario, a Master of Arts degree in Economics from the University of Victoria and an MBA in Finance and Accounting from the Stern School of Business at New York University. Stewart is a CFA charterholder.
Garrett Nelson
Senior Vice President of Equity Research
Garret Nelson is Senior Vice President of Equity Research and is primarily responsible for coverage of the U.S. Automotive and Beverages industries. He covers the entire Auto supply chain from manufacturers such as Tesla, Ford, and GM to parts and equipment suppliers, retailers, dealerships, distributors, and tire manufacturers. Garrett also follows the Beverage and Tobacco industries, including Coca-Cola, PepsiCo, Molson Coors, Constellation Brands, Altria, and Philip Morris.
Arun Sundaram, CPA, CFA
Senior Vice President of Equity Research
Arun Sundaram is Senior Vice President of Equity Research and primary covers big-box retailers (e.g., WMT, TGT, COST), food retailers (e.g., KR), discount retailers (e.g., DG, DLTR), internet retailers (e.g., AMZN, EBAY, ETSY, CHWY, W), and food manufacturers (e.g., KHC, GIS, MDLZ, HSY). Prior to CFRA, Arun worked in public accounting where he audited financial statements for public and private companies and performed due diligence services for companies pursuing M&A deals. Arun has a Master’s degree focused in Accounting and Information Systems from Virginia Tech and a Bachelor’s degree focused in Accounting from James Madison University. He is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA).
Zachary Warring
Vice President of Equity Research
Zachary Warring is a Vice President of Equity Research covering roughly 40 companies across retail and gaming. His coverage falls under Apparel and Footwear retail, where he covers company names such as Nike, Inc., Lululemon Athletica, and The TJX Companies. He also publishes three industry surveys: Retail Apparel, Retail Non-Apparel, and Textiles, Apparel, and Luxury Goods. In his coverage, Zachary has also been featured in print media, such as Barron’s, Reuters, New York Times, and MarketWatch. Prior to joining CFRA, Zachary participated in the College of William and Mary’s program’s student-run Investment Fund, which helped him find his passion for equity research. He also holds an MBA in Finance from the College of William and Mary and has spent 4-years in the United States Navy as an Operations Specialist.
Ana Garcia
Senior Equity Analyst
Ana Garcia is an experienced Senior Equity Analyst specializing in Consumer Staples and Health Sector. She possesses deep knowledge and expertise in the sub-industries covered within consumer staples, such as household products and personal products, and sub-industries covered within the health sector, including life sciences tools and services, biotechnology, and pharmaceuticals. Ana joined CFRA in 2022 and has provided valuable insights and analysis to the team. Prior to joining CFRA, Ana worked as a Pension/Retirement Consultant for Alliance Pension Consultants, where she gained experience analyzing and managing retirement plans. Ana holds a Master's in Finance from the University of Notre Dame. She also holds a Bachelor of Science in Mathematics from Elmhurst University.

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]]> Energy: Putin Lights a Fire Under LNG Demand https://www.cfraresearch.com/insights/energy-putin-lights-a-fire-under-lng-demand/ Wed, 02 Mar 2022 00:00:00 +0000 https://www.cfraresearch.com/other/energy-putin-lights-a-fire-under-lng-demand/ The post Energy: Putin Lights a Fire Under LNG Demand appeared first on CFRA Research.

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The situation on the Russia-Ukraine border has been tenuous for weeks with geopolitical intrigue. In this recording, CFRA Deputy Director of Equity Research, Stewart Glickman, recaps his recent thematic research, Energy: Putin Lights a Fire Under LNG Demand, and highlights how the U.S. natural gas industry could have a role to play in bringing needed supply to Europe.

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