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How High? The inconvenient truths of oil supply & demand. Eric Nuttall, Senior Portfolio Manager at Ninepoint Partners and Mike Rothman of Cornerstone Analytics discuss oil inventories, OPEC spare capacity exhaustion, US shale, financial vs. physical oil demand, the need for demand destruction via higher prices, and much more. Eric Nuttall is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. He joined the firm in August 2017 and was previously a Portfolio Manager at Sprott Asset Management LP since February 2003. Eric's views are frequently sought after by the Business News Network (BNN), The Globe and Mail, the National Post, the Calgary Herald, CNBC, and the Wall Street Journal. Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business. Michael Rothman is the President and Founder of Cornerstone Analytics. Prior to forming Cornerstone Analytics in June 2009, Mike was a Senior Managing Director and head of ISI's integrated oil research. He joined that firm in February 2005 and built the company's energy research platform. Mike has been rated #1 for Independent Energy Research by Institutional Investor magazine since 2006. Mike continues to serve as an outside consultant on energy market matters to government and quasi-governmental organizations, and he has attended Organization of Petroleum Exporting Countries (OPEC) meetings since 1986. He earned a Bachelor of Science in Agricultural and Business Economics, and a Masters of Science in Applied Economics/Econometrics, both from Rutgers University. Subscribe to our channel now for more videos like this one: / @ninepointpartners About Ninepoint Partners: Ninepoint Partners manage unique alternative investment solutions that offer investors the benefits of better diversification. Connect with Ninepoint Partners Online: Linkedin: / ninepoint-partners Twitter: / ninepoint Ninepoint Energy Strategy Webinar - April 11, 2022 • Eric Nuttall - Oil & Energy Update - Apri... Disclaimer: This commentary 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 information contained herein does not constitute an offer or solicitation by anyone in the United States or in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should contact their financial advisor to determine whether securities of the Funds may be lawfully sold in their jurisdiction. Ninepoint Partners LP: Toll Free: 1.866.299.9906. DEALER SERVICES: CIBC Mellon GSSC Record Keeping Services: Toll Free: 1.877.358.0540