Lot of opportunity across energy space, says Cohen & Steers' Rosenlicht
December 18, 2025 • 3m 2s
Tyler Mathisen (Anchor)
00:00.110
trump
media
merging
with
a
nuclear
fusion
power
company
yeah
you
heard
that
right
the
company
is
called
T
A
E
technologies
based
in
orange
county
california
the
combined
fusion
power
and
media
companies
will
be
co
run
by
the
nuclear
team
a
gentleman
i
spoke
with
about
an
hour
Tyler Mathisen (Anchor)
00:15.030
ago
named
michael
binder
bauer
and
the
media
team
led
by
former
politician
devin
nunes
investors
like
the
deal
trump
media
shares
soaring
on
the
news
on
pace
for
its
best
day
in
nearly
two
years
michael
told
me
on
the
phone
at
the
capitol
will
go
toward
helping
them
build
out
a
Tyler Mathisen (Anchor)
00:30.190
fusion
power
future
which
is
different
than
some
fission
companies
like
oklo
gotta
go
back
to
physics
one
oh
one
i
guess
nuclear
stocks
they're
popping
on
this
news
so
the
question
is
should
you
the
investor
be
now
sort
of
jumping
on
the
back
of
the
trump
trade
and
back
on
or
on
Tyler Mathisen (Anchor)
00:49.790
some
of
these
nuclear
stocks
let's
talk
about
that
and
more
with
ties
or
rosenlight
he
is
head
of
natural
resource
equities
at
cohen
and
steers
tyler
welcome
i
guess
you
could
comment
on
the
DJT
deal
or
not
but
it's
giving
a
lift
to
the
nuclear
companies
today
what's
your
take
Tyler Mathisen (Anchor)
01:06.830
on
that
group
generally
yeah
you
Tyler Rosenlicht (Head of Natural Resource Equities)
01:08.110
know
you
talk
about
problems
in
the
PJ
market
and
concerns
around
electricity
scarcity
next
year
i
mean
nuclear
is
really
a
resource
that
we
think
is
going
to
be
need
to
relied
upon
ten
years
from
now
so
we've
been
of
the
view
that
we're
going
to
be
in
a
big
nuclear
renaissance
Tyler Rosenlicht (Head of Natural Resource Equities)
01:21.670
but
it's
going
to
be
a
long
tail
sort
of
four
phase
approach
the
first
thing
is
let's
not
shut
down
the
existing
nuclear
capacity
we
have
around
the
world
that's
basically
through
we've
been
you
know
making
sure
that
we
can
keep
this
stuff
running
phase
two
is
let's
actually
Tyler Rosenlicht (Head of Natural Resource Equities)
01:34.630
turn
on
what
we've
turned
off
recently
that's
things
like
three
mile
island
clearly
there's
a
lot
of
excitement
in
those
opportunities
phase
three
is
increasing
sort
of
capacity
existing
facilities
new
brownfield
opportunities
and
phase
four
is
really
opportunities
to
increase
Tyler Rosenlicht (Head of Natural Resource Equities)
01:48.550
electricity
capacity
in
twenty
thirty
to
twenty
thirty
five
that's
what
a
lot
of
these
opportunities
are
going
after
their
long
tail
technology
investments
that
if
they
can
prove
viable
and
most
importantly
cost
effective
and
cost
competitive
you
know
they
can
be
viable
Tyler Rosenlicht (Head of Natural Resource Equities)
02:02.830
resources
for
the
electricity
markets
ten
years
from
now
that
are
going
to
be
much
Tyler Mathisen (Anchor)
02:06.150
needed
i
want
to
switch
gears
tyler
because
BP
they've
got
a
new
boss
not
getting
a
lot
of
attention
but
BP
the
british
energy
company
naming
mega
o'neill
as
CEO
o'neill
as
BP
's
fourth
CEO
in
six
years
can
be
the
first
female
CEO
at
BP
tyler
it's
a
company
BP
that
made
some
i
Tyler Mathisen (Anchor)
02:23.990
not
so
great
Kelly Evans (Anchor)
02:24.710
pivots
poorly
time
Tyler Mathisen (Anchor)
02:25.950
yeah
on
on
energy
kind
of
going
all
in
on
renewables
they're
now
doing
the
hard
U
turn
going
back
is
it
stocks
come
back
a
bit
is
it
too
late
though
Tyler Rosenlicht (Head of Natural Resource Equities)
02:36.030
for
BP
you
know
i
think
we're
active
managers
we
spent
a
lot
of
time
trying
to
figure
out
well
who
are
the
best
management
teams
out
there
who
can
create
value
and
and
clearly
they
had
a
few
missteps
with
corporate
strategy
i
think
it's
important
to
sort
of
right
the
ship
and
if
Tyler Rosenlicht (Head of Natural Resource Equities)
02:47.950
that
means
inviting
in
a
new
CEO
to
make
sure
you
can
do
that
that's
possibly
the
right
strategy
here
we
do
believe
that
energy
demand
is
continuing
to
rise
there's
going
to
be
huge
needs
for
all
forms
of
energy
going
forward
so
if
you
can
get
the
strategy
right
there's
a
lot
of
Tyler Rosenlicht (Head of Natural Resource Equities)
03:01.110
opportunity
across
the
energy
space
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