Lot of opportunity across energy space, says Cohen & Steers' Rosenlicht

Mergers and Acquisitions - Trump Media is merging with TAE Technologies, a nuclear fusion power company [1] - The combined company will be co-run by the nuclear team and the media team [1] - Investors reacted positively, with Trump Media shares soaring [1] Nuclear Energy Outlook - Nuclear energy is viewed as a resource that will be needed in the future [4] - The industry anticipates a nuclear renaissance with a four-phase approach [4] - The phases include maintaining existing capacity, restarting shut-down plants, increasing capacity at existing facilities, and increasing electricity capacity by 2030-2035 [5][6] - Long-tail technology investments need to be cost-effective and cost-competitive to be viable in the electricity markets [7] BP Leadership and Strategy - BP appointed Mega O'Neal as CEO, the fourth CEO in six years and the first female CEO [7] - BP had previously made poorly timed pivots towards renewables but is now shifting back [8] - A new CEO may be the right strategy to correct corporate missteps [9] - Energy demand is expected to continue rising, creating opportunities across the energy sector if the strategy is right [10]