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Strategies & Market Trends : Technical analysis for shorts & longs

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To: Johnny Canuck who wrote (70652)	2/10/2026 3:57:33 AM
From: Johnny Canuck	Read Replies (1) of 70663

In this video from Ninepoint Partners, Eric Nuttall provides key insights from the IEA-IEF-OPEC Symposium in Riyadh, highlighting a significant shift toward "energy realism" and a looming supply crisis. The Looming Oil Supply Crisis Shift in Tone: Nuttall notes that the International Energy Agency (IEA) has shifted from predicting peak oil demand to acknowledging a massive need for investment to meet growing demand through 2050 [ 00:22]. Peak Shale: A central theme was that the world has entered a "post-shale" era. OPEC analysis suggests shale oil has peaked, and non-OPEC production will peak within the next few years [ 01:16]. Demand vs. Supply: OPEC projects oil demand will grow by 19 million barrels per day by 2050 [ 01:10]. With spare capacity likely lower than consensus (estimated at ~1.5 million barrels), there is a major question regarding where future supply will come from [ 01:34]. Investment Gap: Approximately 90% of the $540 billion in necessary annual capital expenditure is required just to maintain current production due to increasing decline rates in existing fields [ 02:45]. Inventory Discrepancies While the IEA predicted inventory builds, real-world data shows global inventories have actually fallen by 14 million barrels per day early in the year [ 01:56]. Nuttall remains bullish, expecting the "glut" narrative to be debunked in the coming months [ 02:13]. AI and Rising Power Demand Data Center Consumption: AI is driving unprecedented surges in electricity demand. For perspective, one medium-sized data center consumes as much power as a city of 100,000 people [ 03:32]. Natural Gas: Because of this surging demand for power, Nuttall believes natural gas will be a major beneficiary in the global energy market [ 03:50]. youtube.com Live From Riyadh: The Post-Shale World Is Here — And Markets Aren’t Ready

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