Eric Nuttall: Ninepoint Energy Market Update | Why Are Energy Markets Bearish Despite Record Demand скачать в хорошем качестве

Eric Nuttall: Ninepoint Energy Market Update | Why Are Energy Markets Bearish Despite Record Demand

Eric Nuttall – Nov 8, 2024: In this episode, Eric Nuttall, Senior Portfolio Manager at Ninepoint Partners, addresses a pivotal question often asked by energy investors: Why is there so much bearish sentiment in a fundamentally bullish market? Despite historic lows in global oil inventories and record-high demand, the energy market remains clouded by concerns about future balances in 2025. Eric breaks down the forces behind these dynamics and provides insight into what may lie ahead for energy markets. Key Topics: • Record-Low Oil Inventories: Analyzing the lowest seasonal oil inventory levels on record and their implications for market health. • Historic Oil Demand: How global demand is hitting unprecedented levels, with Saudi Aramco forecasting 106 million barrels per day for Q4 2024. • Bearish Sentiment Explained: Exploring why some market players remain bearish despite bullish fundamentals. • China's Demand Outlook: A closer look at China’s economic performance and growth potential for 2025, with insights from major crude traders. • Non-OPEC Supply Projections: Discussing the reliability of non-OPEC production forecasts, particularly for U.S. shale and Brazilian oil production. • U.S. Shale Production Plateau: Understanding the maturity phase of U.S. shale and its impact on global supply dynamics. • OPEC’s Long-Term Strategy: How OPEC, led by Saudi Arabia, is likely to approach the gradual reintroduction of oil supply in 2025. • Geopolitical Influences: Potential impacts of a new U.S. administration on Iran’s oil exports and the global market balance. Tune in as Eric shares his perspectives on these key issues and helps energy investors navigate the landscape for 2025. Don’t forget to subscribe for weekly insights on the energy market! 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 #ChinaEconomy #OilInventories #Geopolitics #OilPrice