Why Oil Isn’t $100 Yet | Strait of Hormuz Crisis скачать в хорошем качестве

Why Oil Isn’t $100 Yet | Strait of Hormuz Crisis

Eric Nuttall, March 4, 2026 – In this week’s edition, Eric Nuttall, Senior Portfolio Manager of Ninepoint Energy Strategies, discusses the rapidly evolving geopolitical crisis impacting global energy markets following strikes involving Iran, Israel, and the United States. With maritime traffic through the Strait of Hormuz collapsing and global oil and LNG flows disrupted, Eric breaks down why the market may be underestimating the potential impact on global supply, and why he believes the long-term bull market in energy remains intact. Key Topics Covered: • Strait of Hormuz Disruption – Maritime traffic through one of the world’s most critical energy corridors has fallen dramatically, threatening roughly 20% of global oil supply. • Historic Energy Supply Shock – Missile and drone attacks have disrupted tanker traffic and energy infrastructure, creating unprecedented uncertainty in global energy markets. • LNG Market Impact – Qatar’s force majeure declaration highlights the ripple effects across global natural gas markets. • Market Complacency – Despite significant supply disruptions, oil prices remain relatively subdued, suggesting investors expect a quick resolution. • SPR and Supply Constraints – Limited Strategic Petroleum Reserve capacity and logistical bottlenecks constrain the ability to offset lost supply. • Production Shut-Ins – Iraq and other producers may be forced to curtail output as export routes remain disrupted and storage fills. • Canadian Energy Advantage – Increased global focus on secure and reliable supply may direct capital toward Canadian oil sands and long-life resource assets. • Long-Term Bullish Thesis – Structural trends including continued global demand growth, declining U.S. shale growth, and limited spare capacity support a multi-year oil bull market. Despite the extreme volatility created by geopolitical events, Eric emphasizes that the core investment thesis for energy was already strengthening before the current crisis and continues to support a constructive outlook for energy equities. 👉 Don’t forget to like, subscribe, and turn on notifications to stay updated with Eric’s weekly insights on the global energy markets. #EricNuttall #oott #EnergyMarkets #OilMarket #OilPrices #EnergyStocks #OilInvesting #Commodities #EnergySector #StraitOfHormuz #Geopolitics #GlobalOilSupply #OilDemand #EnergyInvesting #CanadianEnergy #OilSands #EnergyStocksToWatch #EnergyBullMarket #MacroInvesting #CommodityMarkets #OilAndGas #EnergyOutlook #EnergyWeeklyUpdate #Ninepoint #Investing #StockMarket #NaturalResources #OilShock #GlobalEnergy #EnergyStrategy 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.