Tariff Risks, $80 Oil, and Canadian Energy Opportunities | Ninepoint Energy Market Update скачать в хорошем качестве

Tariff Risks, $80 Oil, and Canadian Energy Opportunities | Ninepoint Energy Market Update

Eric Nuttall, January 16, 2025 - In this week's update, Eric Nuttall, Senior Portfolio Manager of Ninepoint Energy Strategies shares key insights from the Peters & Co. Oil Conference in Calgary, including meetings with CEOs of major oil and gas companies. He discusses the outlook for Canadian and U.S. energy stocks, the impact of potential tariffs on Canadian oil, and the discipline (or lack thereof) in natural gas production. Eric also explores the market dynamics of $80 oil, OPEC+ strategies, and how geopolitical pressures—like sanctions on Russia and Iran—are shaping global supply and demand. If you’re navigating the energy markets in 2025, this is a must-watch! Key Topics Covered: • Tariff Concerns: The potential impact of U.S. tariffs on Canadian oil and why they may be short-lived. • $80 Oil Price Outlook: Why every day above $80 is a gift and what it means for energy investors. • OPEC+ Strategy: Insights on Saudi Arabia and OPEC’s approach to production cuts and oil price stabilization. • Natural Gas Market: Why U.S. gas producers are showing more discipline compared to their Canadian counterparts. • Pipeline Challenges: The ongoing struggles of Canadian pipeline projects and the urgent need for capacity expansion. • Share Buybacks: Companies capitalizing on high oil prices to repurchase shares and return value to investors. • Sanctions and Geopolitics: The effects of U.S. sanctions on Russia and Iran and their implications for oil prices. 👉 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. 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. #EricNuttall #NinepointPartners #EnergyMarketUpdate #OilDemand #Oil #OilandGas #OPEC #ShaleOil #Tariffs #LNG #OilInventories #Geopolitics #oilprice #OilMarkets #EnergyUpdate #ShaleDecline #OilInvesting #OilPriceForecast #USShale #NaturalGas