Скачать или смотреть Why Oil Isn’t $100 Yet | Strait of Hormuz Crisis

Eric Nuttall, March 4, 2026 – In this week’s edition, Eric Nuttall, Senior Portfolio Manager of Ninepoint Energy Strategies, discusses the rapidly evolving geopolitical crisis impacting global energy markets following strikes involving Iran, Israel, and the United States.

With maritime traffic through the Strait of Hormuz collapsing and global oil and LNG flows disrupted, Eric breaks down why the market may be underestimating the potential impact on global supply, and why he believes the long-term bull market in energy remains intact.

Key Topics Covered:
• Strait of Hormuz Disruption – Maritime traffic through one of the world’s most critical energy corridors has fallen dramatically, threatening roughly 20% of global oil supply.
• Historic Energy Supply Shock – Missile and drone attacks have disrupted tanker traffic and energy infrastructure, creating unprecedented uncertainty in global energy markets.
• LNG Market Impact – Qatar’s force majeure declaration highlights the ripple effects across global natural gas markets.
• Market Complacency – Despite significant supply disruptions, oil prices remain relatively subdued, suggesting investors expect a quick resolution.
• SPR and Supply Constraints – Limited Strategic Petroleum Reserve capacity and logistical bottlenecks constrain the ability to offset lost supply.
• Production Shut-Ins – Iraq and other producers may be forced to curtail output as export routes remain disrupted and storage fills.
• Canadian Energy Advantage – Increased global focus on secure and reliable supply may direct capital toward Canadian oil sands and long-life resource assets.
• Long-Term Bullish Thesis – Structural trends including continued global demand growth, declining U.S. shale growth, and limited spare capacity support a multi-year oil bull market.

Despite the extreme volatility created by geopolitical events, Eric emphasizes that the core investment thesis for energy was already strengthening before the current crisis and continues to support a constructive outlook for energy equities.

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