Energy, Utilities & Mining Pulse

This report outlines current investment debates across Energy, Utilities, and Mining, highlighting bullish views on refining, offshore services, and copper. It also discusses the impact of power demand on utilities and clean-tech infrastructure.

Key Takeaways

• 1.Energy analysts highlight key sector debates including refining margin sustainability, offshore service activity, and the Permian supply/demand dynamics.
• 2.Solid-state transformers and AI data center energy demand continue to drive investor interest in clean-tech names like FLNC and NXT.

Table of Contents

• Integrated & Refining
• Energy Services
• E&P
• Midstream
• Utilities
• Clean Tech
• Metals & Mining
• Editor's Choice Charts
• Sector in Context
• Conversations we are having with investors
• Key GS Energy Research Reports