UK & European Research at a Glance - June 8, 2026

Research evidence excerpt

UK & European Research at a Glance - June 8, 2026

UK & EUROPEAN RESEARCH AT A GLANCE

alignment doesn't matter too much, because executives' wealth is directly tied

into their companies' share prices by means of meaningful minimum shareholding

requirements; (the single exception is Beiersdorf, which not only has no minimum

shareholding threshold, but also pays 100% of variable remuneration in cash, not

shares).

Keith Mackey, CFA (Analyst) Key Oil & Gas Service themes from RBC EPIC

(403) 299-6958; keith.mackey@rbccm.com Published June 7 2026 18:09:56 EDT

Bullish overall tone

Our view: RBC hosted its Global Energy, Power & Infrastructure Conference on

June 2-3. The preliminary count indicates overall investor interactions were up

5% y/y, and there were 14 oilfield service firms attending. The overall tone was

constructive, with key themes centered on increasing US and Canadian activity,

Middle East disruptions and longer-term opportunities, and power generation

ambitions. Further detail on each topic is available in the accompanying Day 1 and

Day 2 conference notes.

Research RBCCM Global Mining () Key Takeaways from Peru Mining Expert Call

(416) 842-7800; rbccmglobalmining@rbccm.com Published June 5 2026 15:16:41 EDT

Election risk, policy outlook and what it means for mining investors

We hosted an expert webinar featuring Diego Macera (Board Member,

Central Reserve Bank of Peru; Director, IPE) and Roque Benavides (Chairman,

Buenaventura) to discuss the upcoming Peruvian election's implications for the

main sector. Our main takeaways include: 1) congressional arithmetic limits radical

reform under either candidate, with constitutional change effectively off the table

and Peru's FTA network precluding nationalization, 2) the executive branch as the