How High? The inconvenient truths of oil supply & demand. Eric Nuttall, Senior Portfolio Manager at Ninepoint Partners and Mike Rothman of Cornerstone Analytics discuss oil inventories, OPEC spare capacity exhaustion, US shale, financial vs. physical oil demand, the need for demand destruction via higher prices, and much more.

Eric Nuttall is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. He joined the firm in August 2017 and was previously a Portfolio Manager at Sprott Asset Management LP since February 2003. Eric's views are frequently sought after by the Business News Network (BNN), The Globe and Mail, the National Post, the Calgary Herald, CNBC, and the Wall Street Journal. Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.

Michael Rothman is the President and Founder of Cornerstone Analytics. Prior to forming Cornerstone Analytics in June 2009, Mike was a Senior Managing Director and head of ISI's integrated oil research. He joined that firm in February 2005 and built the company's energy research platform. Mike has been rated #1 for Independent Energy Research by Institutional Investor magazine since 2006. Mike continues to serve as an outside consultant on energy market matters to government and quasi-governmental organizations, and he has attended Organization of Petroleum Exporting Countries (OPEC) meetings since 1986. He earned a Bachelor of Science in Agricultural and Business Economics, and a Masters of Science in Applied Economics/Econometrics, both from Rutgers University.

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Eric Nuttall - Oil & Energy Update - April 11, 2022 - YouTube




https://www.youtube.com/watch?v=6bfddBRDxXw


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