Industries in Motion

RBC Capital Markets
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Industries in Motion Podcast

Markets and sectors are transforming at a speed never seen before. Industries in Motion – a new serialized podcast from RBC Capital Markets – delivers highly differentiated insights and intelligence that looks at where now meets next, turning today’s faster-moving trends into tomorrow’s opportunities. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page

  1. 15 AUG

    Business Jets: Market Dynamics Support Continued Growth

    In this episode of RBC’s Industries in Motion, Ken Herbert (Aerospace & Defense Analyst) and James McGarragle (Canadian Airlines & Aerospace and Diversified Industrials Analyst) discuss with Walter Spracklin (Canadian Research Management and Co-Head of Global Industrials Research) their positive outlook for the business jet industry, including an overview of the market and leading manufacturers, the increase in demand for business jets resulting from the COVID-19 pandemic, current positive demand trends and supply chain constraints, and ESG considerations.

    16 min

  2. 15 AUG

    Why Fintechs’ Mood is More Upbeat than the Market’s

    RBC’s 9th Financial Technology Conference brought home how far the sector has evolved. In the latest episode of Industries in Motion, Financial Technology Analyst Dan Perlin highlights the diversity of today’s industry and explores the trends that indicate where it will go next.

    21 min

  3. 9 AUG

    Power, Utilities & Infrastructure: Powering global datacenter growth

    In this episode, Shelby Tucker (Managing Director, U.S. Power & Utilities Analyst), Elvira Scotto (Managing Director, Midstream & Pipelines Analyst) and Robert Kwan (Managing Director, Head of Global Power, Utilities & Infrastructure Research) at RBC Capital Markets discuss the potential for significant future growth in electricity consumption driven by increasing datacenter capacity. Given the rising demand for cloud computing and AI, we explore the opportunities and challenges for power generators, regulated utilities and midstream infrastructure companies as it relates to the growth in datacenters, which are large consumers of electricity, mostly driven by computing power and cooling needs. Recent announcements highlight the potential growth in electricity demand driven by datacenter capacity expansions, and in the U.S., our findings show that datacenters could represent about half of the power demand growth through 2026. We expect demand to accelerate beyond 2026 as the grid tries to catch up to a large backlog of projects, and also expect other regions to benefit.

    15 min

  4. 24 JUL

    GenAI Activated: Key Debates and Topics in Software

    It may take years to play out, but generative AI is the next disruptive megatrend, says RBC analyst Matt Hedberg. Discover why he believes the biggest vendors and small software verticals both stand to be among the early tech winners.

    19 min

  5. 25 MAR

    UK Banks - 2024, Year of the Caterpillar

    2023 was a good year for UK banks, however the outlook for 2024 is more uncertain. In todays podcast we discus some of the key trends which we expect to materialise for UK banks through this year, with a particular focus on the structural hedge.

    11 min

  6. 11 MAR

    Energy Insights: M&A – What’s Next?

    In this episode, Greg Pardy (Head of Global Energy Research, Canadian Senior E&P & Integrated Oil Analyst), Scott Hanold (Managing Director, US E&P Analyst) and Biraj Borkhataria (Head of Global Energy Transition Research, Euro & US Integrated Oil Analyst) join Graeme Pearson (Co-Head of Global Research) to discuss themes in M&A and capital allocation amongst global energy producers. M&A activity amongst energy producers is always a wildcard, but the recent tidal wave of consolidation activity unfolding in the United States is like a fever that has yet to run its course. Fortified balance sheets are the strongest we’ve seen in over a decade, with net debt at the end of 2023 about one-half that seen in 2020 during the pandemic, as energy producers globally have embraced a new model fusing financial resiliency with shareholder returns. This has also opened the door to intensified M&A activity via increased funding capacity. US deals appear aimed at achieving quality scale, a lower cost of capital, overhead cost savings, and bolstering resource depth or enhancing portfolio diversification. The European majors could be buyers of US natural gas resources to rebalance LNG commitments. The next inflection point in this chapter could also involve M&A in Canada’s Montney play.

    9 min

  7. 16 FEB

    A Climate of Change for Nuclear Energy

    In this episode, Maurice Choy (Canadian Energy Infrastructure Analyst), Andrew Wong (Uranium & Fertilizers Analyst), Sara Mahaffy (ESG Strategist) and Robert Kwan (Head of Global Power, Utilities & Infrastructure Research) at RBC Capital Markets discuss our outlook for long-term growth in the nuclear energy industry, the path forward to address previous challenges, the political and regulatory landscape, ESG perspectives, and the outlook and exposure to nuclear energy across regions and sectors. We have taken a global and cross-sector approach in reviewing the nuclear energy value chain in collaboration with our global team of Energy Infrastructure, Industrials, Mining & Materials and ESG analysts and strategists. We believe that nuclear energy generation capacity is well-positioned to grow in North America and Europe over the long term, supporting countries' energy transition objectives by being a source of reliable and non-emitting baseload power for decades as well as being an industry that countries can develop to deliver stronger economic growth. The vast challenge to deliver net zero by 2050 suggests to us that an “all of the above” approach must be taken, and that will not only benefit renewables (e.g., wind, solar, hydro) and carbon abatement technologies (e.g., CCUS, hydrogen), but also nuclear energy. We sense that certain countries are progressively valuing the benefits of nuclear energy and are justifiably giving support to the technology, ultimately leading to this industry becoming increasingly ESG-friendly and investable over the long run.

    14 min

  8. 26 JAN

    2024 Global Banks Research Outlook

    In this episode of the Industries in Motion podcast we are joined by members of our Global Banks team, with Gerard Cassidy and Jon Arfstrom from the US, Anke Reingen and Benjamin Toms from the UK, and Darko Mihelic from Canada, to discuss the key themes and risks they feel will be most relevant to their regions in 2024. On the back of an eventful year for US banking, Gerard and Jon have a broadly bullish tilt, supported by their view that the terminal rate for Federal Funds will be reached and that the U.S. economy will experience a soft landing. In the EU, Anke does not expect that higher interest rates will be the tailwind that we saw in 2023, with valuations and returns more likely to be in focus. In the UK, while slower UK growth is a risk, Ben believes the macro-economic environment will be supportive for higher UK bank valuations in 2024 (although not to the same extent as in the EU).

    13 min
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About

Markets and sectors are transforming at a speed never seen before. Industries in Motion – a new serialized podcast from RBC Capital Markets – delivers highly differentiated insights and intelligence that looks at where now meets next, turning today’s faster-moving trends into tomorrow’s opportunities. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page

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