Eric Nuttall: Oil Facing Volatile 2025 - Where I'm Investing, Plus Prices, Supply and Demand

[@InvestingNews]

❓ Do you have oil stocks in your portfolio? Tell us in the comments!

[@thorsrensen3162]

Yes a lot of canadian oil companies which should have delived dividends and buybacks. It has been a huge disapointment. The future dont look too rosy for oil companies.

[@antonioraider5710]

Bte xom bsm .

[@Darrin-h9f]

No but looking.

[@Shirley-v3g]

@@InvestingNews - Basically - exposed to - Nat Gas - through - TRP -

[@jillybean6604]

just enb, if that counts?

[@hansgubler2450]

Eric Nuttall is a pleasure to listen to. I listen to Eric every chance I get and have been over weight Canadian oil names for a couple of years now. I'm currently building a position in Canadian natural gas.

[@justanopinion-ub9pp]

What are some natural gas companies that good canadian investment?

[@Nothlpingatall]

Ouch

[@Bugnetblue]

@@justanopinion-ub9pp TOU is a good gas name but you need to look and decide.😃

[@rumcoke9123]

he a smart guy for sure, but unfortunately had some dog picks. At least the guy looks at numbers unlike the tech pumpers. Ive taken a few names last week for the first time since Covid. I bought CPG at Covid lows at 1 and sold at 6. Still holding Exxon that I bought at 40 usd. Bought CVE, MEG, BTE and VRN last week as tax loss selling hitting them. Am I confident in 2025, not very but these 4 are giving me 3.5% combined dividends. If the market crashes, these could go down 50% or more.unfortunately but if we dont see a major crash, these should do ok to very well.

[@jimdaultrey8672]

So many people need to watch this video Love how Eric explains energy demand growth in elementary terms. Simple stuff

[@Shirley-v3g]

( YES ) Eric - I fully agree with your stance on natural gas - I have a keen interest on manufactured methane from alternative sources…

[@Shirley-v3g]

The risk of investing in some of the intermediate energy players - is the chance of privatization - as I ran into that scenario with Pengrowth energy 5yrs ago , suffering a considerable loss and robing investors of riding out the slump… / I wouldn’t touch anything less than an integrated - large cap player… such as IMO or CNQ

[@rumcoke9123]

true, but if they go private in 2025, you will get a premium to todays prices IMO.

[@youngman3624]

Mr. Nuttall's knowledge of oil markets and recollection of events is impeccable. Such a smart man's advice must be followed.

[@cacaoperesoso732]

Brilliant interview

[@johnpalmer3911]

Great interview/ questions Charlotte and responses from Eric! TOU & TVE

[@Darrin-h9f]

Brilliant interview!

[@tlebryk]

Great overview & guest. ❤

[@jrojerphepherman6815]

Thank you. Useful information from a credible source

[@danoneill2846]

I agree , gas & oil has been low for a long time . Good to see Nat Gas get over $3 !! Antero works property I own , they never tell us anything . Their stock was very low a few years ago, then went way up very very fast , It has come down from the near term high . I don't watch them as I feel as an owner, I am already invested enough in oil & Gas . I do like your work with Metal stocks best for my investment $$$ . I think Antero and others would gain from pipelines in the works to the east coast .

[@skesno309]

Eric always delivers a great interview

[@garo52]

Billions of people on earth live in energy poverty...all forms of energy are needed to serve these under supplied markets

[@Nothlpingatall]

Two years ago he was sure $100 oil was guaranteed and investor ignorance was the theme of the day…he has been wrong on every forecast he has made since!!!…nobody saw the geopolitics coming (it makes a great excuse for a seriously bad forecasts) and unfortunately Canadian mid cap operators, for which he has been pounding the table to promote, they are poorly managed, highly unqualified management

[@ericdoheny9108]

I’ve been a driller, engineer, trucker and currently a lease operator in North Dakota. I’m deep diving into Vermillion Energy at the moment- a Canadian NatGas company operating in CA, AUS and Germany (great arbitrage). 2.26b cap, 84,000 BOE daily, $554m FCF,

[@detroitbadboy9802]

BUY CNQ? What USD$ Price?

[@mr2_mike]

Trading in a band right now. Grab on the low side of that band. Under $34-$35 is a fair price.

[@jillybean6604]

buy enb instead. pipelines from canada to the gulf. doesn't matter if oil is $1 a barrel or $100 a barrel, they get paid. plus huge dividend.

[@dannyzuehlsdorf3697]

Great insights into a very cloudy market sector! I find it interesting that another one of your favorite guests is predicting $35 dollar oil in 2025/26. I usually buy $OXY any time it dips below $50 for a short term swing trade. Pretty reliable but only if the oil price is in a healthy range. Thank you, Charlotte & Eric.

[@frederickmuhlbauer9477]

Good morning Charlotte Great interview ❤️

[@sebsefyu]

Wrong forcast on Oil for 2025.

[@OdessasGizzards]

No talking about tariffs?

[@mtube620]

there is no such thing as having too much energy

[@dalepetersen1166]

Bought pbr at 9. Also got ec bp and fsenx

[@Di-do4lx]

Would have liked some suggestions!

[@Timothy_Pitt]

Just look at his portfolio

[@miket2916]

Bros eyes - definitely on something

[@SuperBullInvestor]

Eric never disappoints, same thesis for the past 6 months and no names. Meanwhile his energy fund is -20% for the past 6 months. Save yourself the 30minutes and review his top holdings: ARC RESOURCES LTD BAYTEX ENERGY CORP CANADIAN NATURAL RES CENOVUS ENERGY CHORD ENERGY CORP MEG ENERGY CORP NUVISTA ENERGY LTD. PRECISION DRILLING TAMARACK VALLEY ENERGY VEREN INC

[@ericdoheny9108]

I drilled for Whiting Petroleum, Kodiak (acquired by Whiting years ago) and Oasis Petroleum. Whiting and Oasis merged under a restructuring of debt to become Chord and also acquired Enerplus this year. They’re more diversified in the mid stream so they offer a 7.5% dividend. Chord is the largest Bakken oil company you can own since Continental privatized in 2021 (I’m literally at a Continental well location right now in ND). Crescent Point and Enerplus were the strongest FCF yielding producers relative to market cap in 2022- both suggested by Eric- and Enerplus was strategically hedged on steel and diesel capex. Don’t conflate your assessment of the financial strength of Eric’s recommended stocks with the geopolitical/macro assessment of supply/demand metrics

[@chrisk8103]

More like the past 15 years. If you followed him over the years you would be broke. Covid gave his fund a chance to recover some devastating losses but it looks like that won't last long given he still buys stocks like Bagtex and Veren (Crescent point)

[@RobertQuinlan-u1l]

60 is the floor

[@CANB452]

I do . VRN , ENB , TOU

[@OdessasGizzards]

Thesis statement should be based on facts and not opinions or personal beliefs

[@1309gsk]

we will take trumo to task if does not lower the oil prices by half.........he will be ruined

[@ingbor4768]

The Eric Nutall's asset management is so weak that is incomprehensible how he is always invited to speak about the energy markets. He is a bad manager

[@mechannel7046]

0:40 Chinese demands for oil not strong is due to the fact that China is turning more and nore to green energies. Now more than 35% of china's energy comes from renewable sources, and it is increasing year by year 18:00 gas will be the base loar

[@miket2916]

What are you on about?

[@Mike-Snoducky]

China has been bringing online lot of new coal burning power plants to generate electricity.

[@Mike-Snoducky]

China is building lots of coal burning power plants.

[@earlrichards5759]

To beat the Big Oil gasoline price rip-off, buy an EV.

[@c.d.7742]

😂😂