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Oil Tariffs, Market Volatility & Energy Stock Opportunities | Eric Nuttall

🚨 The U.S. enacts 10% tariffs on Canadian oil – what now? Eric Nuttall, March 6, 2025 – In this week’s update, Eric Nuttall, Senior Portfolio Manager of Ninepoint Energy Strategies, breaks down the immediate impact on gasoline prices, investor sentiment, and energy stocks while explaining why the long-term outlook remains bullish for Canadian oil & gas companies. Key Topics Covered: • U.S. Tariffs on Canadian Oil – A 10% tariff = 15-20 cent per gallon increase at U.S. pumps, hitting $20B+ in consumer spending. • Why Tariffs Won’t Last – Inflationary pressure and lack of oil alternatives make this politically unsustainable. • Pipeline Expansion Now a National Priority – Growing momentum behind West Coast & East Coast expansion to reduce U.S. dependency. • Stock Market Carnage = Opportunity – Despite oil prices holding steady, energy stock valuations have collapsed. • OPEC+ Supply Adjustments – Market misreads production adjustments; OPEC+ remains flexible to price conditions. • Shale Decline is Real – U.S. shale growth is slowing dramatically, with production flattening near break-even oil prices. • Investor Sentiment vs. Reality – The disconnect between fundamentals and market perception has created deep-value opportunities. • Canadian Energy Stocks: The Best Risk-Reward? – Many companies now trade at 12-19% free cash flow yields, with aggressive share buybacks in play. • Natural Gas Outlook – Potential supply crunch in 2025 could send prices soaring. 👉 Don’t forget to like, subscribe, and turn on notifications to stay updated with Eric’s weekly insights on the energy sector. 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. #Oil #NaturalGas #EnergyMarkets #EnergyInvesting #OilInvesting #NaturalGasInvesting #Trump #Tariffs #Geopolitics #EconomicPolicy #USCanadaRelations #PoliticalRisk #TradePolicy #EnergyStocks #Investing #StockMarket #MarketAnalysis #FinancialMarkets #CanadianEnergy #OilSands #Shale #OPEC #LNG #Pipeline #CrudeOil #CommodityMarkets #SupplyAndDemand #Ninepoint #EricNuttall #MrGlobal #IEA-OPEC #iea #CanadianOil