Eric Nuttall retweeted
From 18 cents to $12 per share. Ninepoint's 2021 investment in Athabasca Oil has turned into a massive gain following Cenovus Energy's proposed acquisition of the company. Led by @ericnuttall and the Ninepoint Energy Fund team, the investment reflects a high-conviction view on Athabasca's assets and long-term potential. bit.ly/4ezgATm
Disclaimer: bit.ly/3TLnspP
Eric Nuttall retweeted
Varcoe: High oil prices leave Canadian oilsands producers with epic cash flow levels, some 'approaching debt-free status'
calgaryherald.com/opinion/co… #ableg #yyc #yeg #oilsands
Eric Nuttall retweeted
"كلمة خوف في القاموس السعودي.. لا وجود لها"؛ سمو وزير الطاقة وزير الصناعة والثروة المعدنية خلال الكلمة الافتتاحية في مؤتمر البترول العالمي.
Eric Nuttall retweeted
Joined the Global Risk Institute's 2026 Summit to talk about how the world has changed.
For much of my career, I thought about risk from the perspective of a banker.
Today, I think about it from the perspective of a country. The perspective of a Canadian who knows this is the best country in the world, and it can still get better.
The scale is different, but the principles are not: build optionality, avoid concentration, invest in productive assets, and never assume that the conditions that prevailed yesterday will prevail tomorrow.
Canada cannot control the rupture happening around us. But we can control our response, and we can build an economy that is not simply capable of surviving the next shock, but positioned to seize the opportunities that come with it.
That is the opportunity in front of us. I am confident we can, and will, seize it. 🇨🇦
Eric Nuttall retweeted
What should investors be watching for over the next several months? Eric Nuttall highlights two key developments he’s watching closely in the energy market.
Learn more about Ninepoint’s Energy Fund ETF. bit.ly/4AqponX
Eric Nuttall retweeted
Why pick energy stocks yourself??? Ninepoint Energy Fund under the ticker “NNRG” on the TSX.
ninepoint.com/funds/ninepoin…
🤖 Made with AI
Eric Nuttall retweeted
Few have seen more in their energy careers than Amos Hochstein, and his intimate familiarity with the US SPR makes this qualified comment so important to understand:
"I don't know anyone who believes [the US SPR] can go below 300MM barrels."
Sitting at 349MM Bbls and drawing ~8MM Bbls/week, the market essentially has 6 weeks of safety buffer left, reinforcing the point that the WH did not anticipate the Strait remaining closed for 100+ days and front-loaded all of their emergency measures. We are hurtling into the wall at 150mph yet the 37 proclamations of "imminent peace" has lulled Wall Street into a profound sense of complacency. All signs point to "critical" in July.
Eric Nuttall retweeted
$80-$100 Oil Floor: "We think a $70-$80 base floor is reasonable now"
"Plus you need to add on a political risk premium of $10-$20"
"So we think $80-$100 for the next couple of years is pretty reasonable"
"It's gonna take a lot of time to repair the damage that is being done in real time"
•Ninepoint PM @ericnuttall
Eric Nuttall retweeted
The world is weeks away from oil rationing as prices rise: @ericnuttall
“The world is heading toward what could become the largest energy crisis in modern history, with oil shortages potentially forcing demand rationing within weeks, according to a leading expert in the oil and gas industry.”
bnnbloomberg.ca/business/202…
Eric Nuttall retweeted
Energy fund managers say cheap oil unlikely to return even after Iran war ends theglobeandmail.com/investin…
Eric Nuttall retweeted
Key update: what does "the day after" look like and what does it mean for energy investors?
Eric Nuttall retweeted
As we count down to the Trump deadline on Iran, where does @ericnuttall of Ninepoint see trades?
He was showing off his home bias on Squawk Box Asia this morning.
Eric Nuttall retweeted
What I'm focused on during the worst energy crisis of our lifetimes: youtu.be/sFAd6Szmf28?si=Bo7n…
Canada’s oil producers in line for C$90bn windfall from Iran war ft.trib.al/S5QE4wL
Eric Nuttall retweeted
Varcoe: 'All hat and no cattle': Canada is promising more oil and it has big reserves – but the reality it can't get much more crude to strained global markets today calgaryherald.com/opinion/co… #ableg #cdnpoli #yyc #yeg
Eric Nuttall retweeted
🚨NEW EPISODE: IRAN, ENERGY, AND ERIC NUTTALL
We breakdown what the war in Middle East means for energy investors with @ericnuttall
He explains why
-This geopolitical conflict is different from others
-Why he was bullish before this
-The new stock he bought this week
-Why he only holds 10 energy stocks
TUNE IN NOW! (Video version drops this afternoon)
inthemoneypod.com/podcast/er…
Eric Nuttall retweeted
"I think the market is overly optimistic about how quickly we will see a resumption of Strait of Hormuz flows," says @Bob_McNally as the Iran war enters its fifth day. "Weeks, not hours or days."
cnbc.com/video/2026/03/04/ma…













