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On February 10th, 2026 Eric Nuttall appeared before the Standing Committee on Natural Resources to deliver a direct and unfiltered message: Canada must urgently increase its energy exports. In this opening statement, Eric lays out the structural realities facing global oil markets — and why Canada is uniquely positioned to meet the world’s growing demand. Key Topics Covered: • Global oil demand continues to grow toward 2050 • U.S. shale production has likely peaked • 75 of 79 non-OPEC countries are in structural decline • OPEC spare capacity is rapidly shrinking • Canada has a generational opportunity to lead • Pipeline infrastructure is now the critical bottleneck #CanadianEnergy #OilMarkets #EnergyPolicy #PipelineInfrastructure #GlobalOil #EnergySecurity #NaturalResources #ParliamentaryCommittee #EnergyExports #SupplyCrisis #OPEC #USShale #EnergyInvesting #EricNuttall #NinepointEnergy 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.