What if we are being misinformed in order to keep a lid on the oil price? What if talks are actually NOT going well and a peace treaty is NOT in fact imminent? What if there is no actual "cease fire" given ongoing kinetic action by both sides? What if Exxon and Chevron are right 1405 likes · 251 retweets · 58 replies · 2026-06-01T13:25:30.000Z Captured by scrape-follows from @ericnuttall

I love my job because every day there is something new to learn. Today it is sea barnacles. https://ft.com/content/28c8ca92-0c98-46c8-8d51-7c90c68821b7?syn-25a6b1a6=1… 530 likes · 52 retweets · 10 replies · 2026-06-01T13:48:30.000Z Captured by scrape-follows from @ericnuttall

RBC on investor sentiment: "energy specialists continue to dominate the energy trade flow with generalists still preferring to overweight tech. Some conversations of generalists indicate an appetite to evaluate energy once an Iran resolution occurs and a more defined oil market 217 likes · 25 retweets · 1 replies · 2026-05-29T13:16:01.000Z Captured by scrape-follows from @ericnuttall

Most asymmetric oil trade since the COVID lows of April 2020??? Total and complete market apathy while both Exxon and Chevron say we are IMMINENTLY facing an oil price spike/shock. 911 likes · 170 retweets · 15 replies · 2026-05-29T12:36:41.000Z Captured by scrape-follows from @ericnuttall

Ignore the jawboning and unrelenting contradictory tweets..."the battle for the barrel"continues and critically low levels in the US look to be hit ~ July 1st: 496 likes · 85 retweets · 9 replies · 2026-05-28T18:08:32.000Z Captured by scrape-follows from @ericnuttall

At the Energy Roundtable Conf. I came with a message for industry important enough to justify a quick fly in/out: we have nothing to apologize for, the world demands more Canadian energy, Pathways should be immediately scrapped, and the future for our sector is incredibly bright. 442 likes · 72 retweets · 4 replies · 2026-05-28T17:39:20.000Z Captured by scrape-follows from @ericnuttall

Energy investors should want a deal. Let's hope the "imminent deal" headlines are actually real, unlike the now 70th time in 2 months. The induced volatility/oil price suppression via social media is paralyzing flows into the sector and I believe there is a lot of buying power 439 likes · 42 retweets · 9 replies · 2026-05-22T13:02:26.000Z Captured by scrape-follows from @ericnuttall

As we get whipped around by tweet, the giant sucking sound continues with the ongoing "battle for the barrel. Forsaking ~1.2BN barrels of production so far, this is our reality: even with moderate demand loss, we see mega-tightness/tank bottoms/shortages in the weeks ahead: 442 likes · 60 retweets · 6 replies · 2026-05-22T14:29:21.000Z Captured by scrape-follows from @ericnuttall

The UAE is building a ~1.4MM Bbl/d, 370km pipeline costing ~$4BN USD, started in 2025 and onstream in 2027. Canada aims to potentially build a 1MM Bbl/d pipeline, to cost ~$40BN, take 8+years, and is tying it to an obsolete/costly $30BN Pathways project. See the difference??? 2048 likes · 611 retweets · 177 replies · 2026-05-21T15:48:08.000Z Captured by scrape-follows from @ericnuttall

If the cost of a new 1MM Bbl/d pipeline is Pathways, a $30BN project conceived in a vastly different world that erodes our competitiveness, then I say nay. It took me 4 hours to get my 6 year old an ankle x-ray last night...we do not have to live like this, yet choose to. Sad. 3071 likes · 701 retweets · 233 replies · 2026-05-21T14:29:54.000Z Captured by scrape-follows from @ericnuttall

What if the Strait does not actually fully open soon? What if the Iranians have decided controlling it gives them more strategic leverage than an actual nuclear bomb? What if oil starts to price shortages rather than just deficits? 381 likes · 47 retweets · 10 replies · 2026-05-19T13:57:19.000Z Captured by scrape-follows from @ericnuttall

Stuck in my head this morning from Jeff Currie: "Financial markets price expectations, commodity markets price the physical reality of today." Oil deficit now oil shortages soon expectations shift rerating of back end of the oil curve significant room to run. Patience. 421 likes · 59 retweets · 5 replies · 2026-05-19T14:54:43.000Z Captured by scrape-follows from @ericnuttall

I joined Naser ElTibi of Al Arabiya last week to discuss the biggest energy crisis of our lifetimes and where we see oil going in the weeks ahead: 115 likes · 14 retweets · 0 replies · 2026-05-19T15:13:16.000Z Captured by scrape-follows from @ericnuttall

Why is there not a single oil company CEO standing behind the Premier to celebrate? Is the cost not worth the prize? 802 likes · 165 retweets · 90 replies · 2026-05-15T19:37:02.000Z Captured by scrape-follows from @ericnuttall

Why I believe this is the most attractive entry point for oil stocks in my career other than the COVID low in April 2020: 509 likes · 77 retweets · 4 replies · 2026-05-15T20:48:48.000Z Captured by scrape-follows from @ericnuttall

The Grand Ransomhas now been signed: a reduced & deferred carbon tax to $140/t by 2040, and the promise of a new pipeline that "is tied to Pathways", a $30BN project that is irrelevant and enormously expensive. No other country in the world is doing this to themselves, just . 1958 likes · 624 retweets · 190 replies · 2026-05-15T18:08:56.000Z Captured by scrape-follows from @ericnuttall

Ninepoint Energy Strategies Weekly Update: what does a MOU between Alberta and the Federal Government really mean, what did we learn from 2 days in Houston, and why the oil market is nearing its tipping point: 245 likes · 39 retweets · 0 replies · 2026-05-15T13:04:12.000Z Captured by scrape-follows from @ericnuttall

Join me at 12ET today on @marketcall. I'll explain why oil stocks represent the biggest opportunity since the COVID lows of April 2020, why we are soon approaching the tipping point for oil, and why we see meaningful upside ahead. 250 likes · 21 retweets · 2 replies · 2026-05-15T14:02:22.000Z Captured by scrape-follows from @ericnuttall

Sometimes the best plan is to simply sit on your hands and let the thesis play out. This is one of those times. 712 likes · 59 retweets · 11 replies · 2026-05-04T18:45:02.000Z Captured by scrape-follows from @ericnuttall

Even if the Strait fully opened today, the world would still forfeit ~1.5BN barrels of production. Even with demand reduction, SPR releases, and export workarounds, our base case is that inventory levels approach tank bottoms in certain geographies. The worst is yet to come! 679 likes · 167 retweets · 7 replies · 2026-05-04T15:12:59.000Z Captured by scrape-follows from @ericnuttall

US shale production peaked in August 2025 and is down 158,000 Bbl/d from its high, yet I continue to see tweets from a certain US high ranking official proclaiming "record oil production...they've never seen anything like it...bigger than anyone has seen before." 462 likes · 99 retweets · 7 replies · 2026-05-01T18:29:18.000Z Captured by scrape-follows from @ericnuttall

The world is weeks away from oil rationing as prices rise: @ericnuttall “The world is heading toward what could become the largest energy crisis in modern history, with oil shortages potentially forcing demand rationing within weeks, according to a leading expert in the oil and 98 likes · 29 retweets · 0 replies · 2026-05-01T21:25:05.000Z Captured by scrape-follows from @ericnuttall

Taking the message more mainstream today of why the world needs more Canadian energy and why this is the biggest energy crisis of our lifetimes on @CTVNews: https://ctvnews.ca/video/2026/05/01/gas-prices-spike-across-canada-and-expected-to-keep-going-up/… 313 likes · 51 retweets · 5 replies · 2026-05-01T15:23:52.000Z Captured by scrape-follows from @ericnuttall

It was a privilege to be the final interview guest of Andrew Bell's storied 25 year long career at @BNNBloomberg, fittingly covering the biggest energy crisis of our lifetimes: 643 likes · 57 retweets · 5 replies · 2026-05-01T13:34:21.000Z Captured by scrape-follows from @ericnuttall

Despite very strong YTD returns, energy stocks are relatively cheaper today than they were on January 1, 2026. 571 likes · 42 retweets · 5 replies · 2026-05-01T18:01:23.000Z Captured by scrape-follows from @ericnuttall

This is potentially a huge deal for the Canadian oil sector: 550,000 Bbl/d of new takeaway capacity, with upsize potential to 900,000, and onstream if FID'd ~2029. If this goes ahead, the "pipe-dream" West Coast pipeline is dead, and with it so too the obsolete Pathways Project. 1045 likes · 170 retweets · 16 replies · 2026-04-30T21:16:17.000Z Captured by scrape-follows from @ericnuttall

Highlights from my testimony to the House of Commons’ Standing Committee on Natural Resources - opening statement 1014 likes · 224 retweets · 83 replies · 2026-02-11T16:32:03.000Z Captured by scrape-follows from @ericnuttall