21 November 2025 | 1:18PM EST Equity Research Energy, Utilities & Mining Pulse: Investors Asking: How to Express Power Demand Through Favorable Valuation Risk/Reward? The most generalist focused themes we continue to write on as a Natural Resources analyst team are electricity demand, AI/power needs and how they flow through to the equities. We continue to be bullish on the themes through Utilities, Nuclear, Gas and Specialty Contractors. That said, we believe investors look for favorable opportunities thro ...