Canada’s energy edge

本站添加: 2026-05-26

[00:00:00]We're a big exporter of energy, both oil and natural gas. We're relatively insulated geographically from the turmoil and the disruptions to supply chains. Um and if you look at the composition of the the TSX, you know, the Canadian equity market, you know, we have an enormous energy sector relative to just about anybody else. I think uh you know, I think it's about 4% of the S&P 500 is energy. It's like closer to, you know, 18, 19, 20% in Canada. I'm not sure what it is today.

[00:00:29]Um so, you know, four or five times the type of exposure. So, both the ins- the relative insulation from an economic perspective and that leverage to energy prices that is a positive for those energy stocks, um you know, it puts Canada in a relatively advantaged position.