Eric Nuttall: Oil in Multi-year Bull Market, Supply Crisis Coming


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This interview was filmed on January 7, 2022.

​Supply and demand fundamentals show oil is in a multi-year bull market, with a supply crisis in the works — that’s according to Eric Nuttall of Ninepoint Partners.

“The risk/reward for me in the sector is incredible,” he said. “My biggest challenge is everything looks good — large caps look good, small caps look good. Oil looks good, natural gas looks good. Services look good, offshore drilling looks good — everything looks good.”

#Investing #Oil #Gas

0:00 – Intro
0:19 – Key oil and gas price drivers in 2021
2:41 – 2022 oil supply: US shale, OPEC, others
7:50 – Peak demand fears causing peak supply
12:15 – 2022 oil demand: Factors to watch
14:11 – Eric’s oil price expectations for 2022
17:09 – Opportunities in oil and gas stocks
22:41 – Writing on wall for oil supply crisis
24:32 – Outro

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