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The Iberian green industrial opportunity: Carbon capture and storage

McKinsey

percent reduction factor for 2024 to 2027 and 4.4 An expansion of the EU ETS that covers buildings and road transport emissions is expected to be fully operational by 2027. Key cost drivers include: Transport distance: There is a relatively linear relationship between travel distance and cost. percent, dropping to around 0.8

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The data center decade has arrived

Enverus

EIRs modeling considers not only historical drivers of power demand across the Lower 48, but also variable load drivers it believes will impact the future load. GW by 2027, one of the largest data center campuses in the world. ERCOT will host the first official Stargate facility, totaling 2.2

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Exploring the Future of Canadian Oil Sands and Montney Plays

Enverus

We expect existing oil pipelines to be filled by 2027. Existing capacity on TMX and Canadian Mainline expected to fill by 2027. . – Trevor Rix, Director, EIR Rising Oil Production in the WCSB The WCSB is poised for a significant increase in oil production led by SAGD project expansions.

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Phillips 66 Doubles Down on Permian Basin Growth with EPIC Acquisition and New Processing Expansions

Oil Gas Leads

Growing Midstream EBITDA Through Permian Expansion The Permian is a major driver of Midstream earnings growth for Phillips 66, and they expect these investments to contribute to their $1 billion Midstream EBITDA growth goal by 2027. We recognize our capital constraints.

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BRAZIL POTASH GRO-NYSE THE MOST COMPELLING BUSINESS CASE IN GLOBAL RESOURCES

Oil and Gas Investments

Source: Brazil Potash Prospectus The biggest driver of worldwide potash growth is expected to be Latin America. The biggest driver within Latin America is expected to be Brazil. from 2023 to 2027. CRU Group expects Brazil potash demand to grow at 6.8%

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THE BEST RELATIVE STRENGTH LAST WEEK WAS IN THIS SECTOR

Oil and Gas Investments

Source: AIG Investor Day Presentation Multiply that across all of AIGs insurance lines, AI is helping produce some impressive numbers: 20% compound annual earnings growth Return on equity (ROE) of 10%+ in 2025, and 10%-13% by 2027. That translates into market share gains and lower prices for drivers. What is disaggregation?

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IS THE FREEWAY IN SIGHT?

Oil and Gas Investments

One big end-market for this is to power advanced driver assist systems (ADAS) that we have today. Mobileye is beginning to win next-gen deals for SuperVision, for Chauffeur (eyes-off) and for Drive (no driver) Source: Mobileye Investor Day Presentation Why is Mobileye winning? There isn’t a lot of competition. That is changing.

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