This week our guest is Eric Nuttall, Partner, and Senior Portfolio Manager at Ninepoint Partners LP. Eric manages the Ninepoint Energy Fund (NNRG) and the Ninepoint Energy Income Fund (NRGI), which are traded on the NEO Exchange. The Ninepoint Energy Funds are some of the largest actively managed energy funds in the world. Eric’s views on oil and gas commodities and equities are sought after by the media and investors.

Here are some of the questions Peter and Jackie asked Eric: Are you still an oil bull? Do you think oil markets could rally in the second half of 2023? What is your view on longer-term oil market fundamentals? At current oil prices, how are oil and gas equities performing? Are institutional investors still avoiding oil and gas equities? With oil and gas equities at relatively low valuations, should we expect foreign takeovers? Why are Canadian oil and gas companies valued less than their US peers? Does Canadian federal policy, like the cap on oil and gas emissions, impact the valuations of Canadian producers?

Content referenced in this podcast:

Eric Nuttall’s recent webinar “What does a possible recession mean for the oil trade?” (April 12, 2023)
Trans Mountain Pipeline Interim Tolls (June 2023)

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Bullish on Oil: An Interview with Eric Nuttall