The Globe and Mail reports in its Thursday, Dec. 18, edition that National Bank Financial analyst Patrick Kenny expects pipeline and energy infrastructure companies to benefit from a "resurgence in political will surrounding the buildout of traditional energy infrastructure alongside an accelerating Big Data buildout" in 2026. The Globe's David Leeder writes in the Eye On Equities column that Mr. Kenny says in a note: "We highlight continued WCSB production growth of over 500 mbpd through 2027, confirming the industry's ability to fill any and all available pipeline capacity. As such, we outline 700-800 mbpd of medium-term egress expansions to sustain healthy customer demand for crude oil and condensate infrastructure. ... We continue to view dispatchable natural gas-fired generation assets as being in pole position for further recontracting upside and brownfield expansions (CPX)." His bullish view of the sector is also driven by the tailwinds generated by an acceleration of the "Big Data Buildout" as well as the trajectory of interest rates domestically. Mr. Kenny has reaffirmed his "outperform" recommendation for Capital Power. Mr. Kenny targets the shares at $74. Analysts on average target the shares at $77.44.