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68 videos
Messer Canada Industrial Expo in Edmonton!
Discover the latest in welding and metal fabrication, specialty gases, and bulk gas solutions that power Western Canada’s manufacturing and oil & gas industries.
Register now!Sponsored by Messer Canada
5 Canadian Energy Junior Stocks Poised to Explode in 2026
An energy-focused analyst walks through five Canadian junior oil and gas names on his 2026 watchlist, using institutional-style tools to review balance sheets, free cash flow profiles, and drilling inventories, then explains why Canadian basins still offer attractive upside versus U.S. peers.
Nuclear, AI and Canada’s Energy Advantage
Building on remarks from the Raisina Dialogue, this clip is highly relevant to Canadian policymakers and utilities. It explores how countries with existing nuclear fleets and uranium resources — such as Canada — can leverage AI data‑centre growth into long‑term energy and industrial strategy.
AI Data Centres Need Nuclear Energy, Says Expert
At the Raisina Dialogue, Bjorn Lomborg makes the case that the growth of AI data centres requires 24/7 low‑carbon baseload — and that nuclear is uniquely positioned to supply it. He discusses why skepticism of nuclear, solar, and wind can still be healthy while ultimately underscoring nuclear’s role in decarbonizing power grids.
How This Uranium Enrichment Technology Aims to Solve the Fuel Crunch
LIS Technologies CEO Jay Yu explains how laser isotope separation could reshape domestic uranium enrichment. The conversation links AI data-centre power demand, nuclear’s resurgence, and Western governments’ push to localize enrichment capacity, framing key implications for uranium miners and fuel-cycle investors.
Canadian Oil & Gas Stocks (2026 Outlook) – Part 1
A deep dive into five core Canadian energy names — ARC Resources, Cenovus, Whitecap, Tamarack, and Suncor — analyzed through a KPI framework. Covers the macro backdrop, supply dynamics, and Canada-specific advantages and risks heading into 2026.
Uranium’s Catch‑Up Trade: Nuclear Power’s Next Decade of Demand
A sector strategist explains why uranium is entering a multi‑year catch‑up trade as nuclear re‑enters the mainstream energy mix. Links AI, data centers, electrification, and energy‑security policy to reactor restarts, SMR deployments, and long‑term contracting.
AI, Nuclear, and the Second Uranium Renaissance
This macro discussion frames the 2026 uranium bull market around three pillars: AI‑driven power demand, geopolitical reshoring of fuel supply, and underinvestment in new mines. It’s pitched at investors looking for a big‑picture view on how nuclear fits into power grids for Canada and other OECD countries.
AI Data Centers and Supply Deficits Fuel the Nuclear Supercycle
A macro uranium thesis video arguing that AI hyperscalers like Microsoft, Google, and Meta are driving a second nuclear renaissance via long-term power purchase agreements. It ties Section 232 in the U.S., constraints on Russian supply, and growing data-center power demand into a multi‑year bull case for uranium miners and fuel cycle assets.
Get In Now: Why Uranium Can Only Go Up
A February 2026 uranium and nuclear sector update with Scott Melbye. Covers the uranium supply-demand imbalance, the approval of Canada's first new uranium mine in 20 years at Wheeler River, growing demand from AI data centers, and why uranium prices have significant room to run.
Huge Surge in Uranium Stocks as AI Energy Needs Escalate
Moomoo Australia & New Zealand discusses the uranium sector’s breakout as AI data‑center power demand collides with supply shortages. Walks through sector performance, the macro thesis for nuclear, and a watchlist of uranium‑exposed equities for 2026.
AI, Data Centers, and the New Nuclear Supercycle
Expanded discussion from Moomoo’s market wrap on how hyperscalers like Microsoft, Meta, Google and Amazon are signing long‑term power contracts and what that implies for nuclear, uranium miners, and utilities over the next decade.
Oil/Gas in 2026 — Where I'm Investing, Plus Prices, Supply, Demand
Eric Nuttall of Ninepoint Partners lays out his 2026 outlook for oil and natural gas, arguing gas is a nearer-term story while oil tightens into the back half of the year. He walks through U.S. and Canadian LNG ramp‑up adding roughly 4 Bcf/d of demand, M&A trends, and why he remains bullish on Canadian energy equities.