Dive deep into the complexities of global energy markets in this captivating conversation between Eric Nuttall, Senior Portfolio Manager at Ninepoint Partners, and Amrita Sen, Founder and Director of Research at Energy Aspects. Explore critical topics such as the future of US shale production, OPEC's strategy, the impact of geopolitical factors on oil prices, and the strategic importance of Canadian oil in the global energy landscape. Amrita's in-depth analysis and Eric's thought-provoking questions make this a must-watch for investors, energy enthusiasts, and market analysts.
Key themes discussed include:
• The disconnection between oil market fundamentals and sentiment.
• Why US shale production is slowing and its implications for global oil supply.
• OPEC’s long-term strategy and the role of spare capacity.
• The future of Canadian oil as a stable and critical resource.
• How geopolitical factors like the Trump administration's policies could reshape the energy sector.
• Insights into demand trends, including peak oil narratives and long-term growth drivers.
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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.
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