The Macro Setup for Oil & Gas Has Never Been More Bullish | Ninepoint Energy Market Update

Описание: Eric Nuttall, February 11, 2025 – In this week's long format video, Eric Nuttall, Senior Portfolio Manager at Ninepoint Energy Strategies, breaks down the key themes shaping the energy market, including the impact of Trump’s proposed tariffs, the false narrative around surging U.S. shale production, and why Canadian energy stocks remain deeply undervalued.

He discusses the latest oil and natural gas market dynamics, the political risk discount in Canadian energy, and how shifting global supply and demand trends are creating a generational investment opportunity in energy stocks.

Key Topics Covered:

• The Bullish Case for Oil & Gas – Why demand is growing stronger and longer than most expect.
• Tariffs & Political Risk Discount – What Trump’s proposed 10% tariff on Canadian oil really means.
• The Reality of U.S. Shale – Why the “Drill, Baby, Drill” narrative is toothless and production is plateauing.
• The OPEC Spare Capacity Myth – Why the market is underestimating how much control OPEC has.
• Why Oil Is Underpriced – Inventories are at multi-year lows, but the market refuses to acknowledge it.
• The Opportunity in Canadian Energy Stocks – Massive buybacks, strong free cash flow, and historic discounts.
• Natural Gas Outlook – Why LNG growth is a game-changer for U.S. gas, but Canada remains behind.

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This video is for information purposes only and should not be relied upon as investment advice. We strongly recommend that you consult your investment professional for a comprehensive review of your personal financial situation before undertaking any investment strategy. Information herein is subject to change without notice and Ninepoint is not responsible for any inaccuracies or to update this information.

The opinions, estimates and projections (“information”) contained within this report are solely those of Ninepoint Partners LP (“Ninepoint”) and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Ninepoint is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Please contact your own personal advisor on your particular circumstances.

Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any investment funds managed by Ninepoint Partners LP. These views are not to be considered as investment advice nor should they be considered a recommendation to buy or sell.

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