Eric Nuttall (@ericnuttall) 's Twitter Profile
Eric Nuttall

@ericnuttall

Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. bit.ly/2ukaOCr

ID: 49939647

linkhttps://www.ninepoint.com/funds/ninepoint-energy-fund/ calendar_today23-06-2009 10:18:21

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Eric Nuttall
@ericnuttall

3 months ago

With an estimated incremental ~1.5MM Bbl/d of new supply hitting the market by Q4/25 and demand growth weakening, short-cycle (ie. US shale) production will need to fall to prevent meaningful inventory builds. This trend is beginning, but remains highly price dependent.

With an estimated incremental ~1.5MM Bbl/d of new supply hitting the market by Q4/25 and demand growth weakening, short-cycle (ie. US shale) production will need to fall to prevent meaningful inventory builds. This trend is beginning, but remains highly price dependent.