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Ninepoint Energy Market UpdateVideo CommentaryJuly 10, 2025In this week’s update, Eric Nuttall, Senior Portfolio Manager of Ninepoint Energy Strategies, provides a mid-year update on the energy markets, reviewing the key drivers of volatility in oil and gas during the first half…Sector Investments
Ninepoint Energy Market UpdateVideo CommentaryJuly 3, 2025In this week’s update, Eric unpacks a pivotal moment for the oil and gas markets. With global inventories rising faster than expected and OPEC+ accelerating the return of withheld barrels, Eric explains why a near-term…Sector Investments
Ninepoint Energy Market UpdateVideo CommentaryJune 5, 2025In this week’s update, Eric returns from the RBC Energy Conference with significant updates on U.S. shale, OPEC+ policy shifts, and structural demand growth for natural gas.Sector Investments
Ninepoint Energy Market UpdateVideo CommentaryMay 22, 2025In this week’s update, Eric outlines why he expects oil prices to languish in the $50–$60 range over the next 9 to 12 months, as global oil inventories climb, OPEC+ discipline breaks down, and U.S.…Sector Investments
Ninepoint Energy Market UpdateVideo CommentaryMay 8, 2025In this week’s edition, Eric delivers a decisive message on what could be the most consequential shift in oil markets in over a decade: the twilight of US shale.Sector Investments
Ninepoint Energy Market UpdateVideo CommentaryMay 1, 2025In this week’s update, Eric Nuttall breaks down the implications of Canada’s federal election and looks ahead to a pivotal OPEC+ meeting that could reshape oil market dynamics.Sector Investments