Inside the Resource Sector: Earnings Resilience and M&As

In this episode of InFocus, TriCert Investment Counsel Portfolio Managers Candis Fitch, CIM®, CIWM, and Grayson Waechter, CFA®, explore recent developments across the energy and materials sectors, with a particular focus on merger and acquisition activity and what it may signal within the resource landscape.

Grayson shares earnings trends in energy, highlighting how companies have navigated a lower oil price environment through cost discipline, operational efficiency, and balance-sheet management rather than aggressive spending.

The conversation then shifts to materials, where Candis and Grayson discuss strength in potash pricing, ongoing dynamics in copper markets, and how supply considerations are influencing company performance. A deeper dive into recent M&A activity examines proposed transactions and consolidation trends.

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