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Ninepoint Energy Market Update

Ninepoint Energy Market Update - 1.16.2025
Key Takeaways
  • AI & Energy Demand – Are fears of AI-driven energy demand destruction overblown?
  • Natural Gas Outlook – U.S. LNG capacity is set to double by 2030, so why are natural gas stocks struggling?
  • Canadian Oil Tariff Concerns – Could the U.S. impose a 25% tariff on Canadian crude? What would this mean for producers and investors?
  • Global Oil Inventories – Why inventories are at multi-year lows and how this impacts crude prices.

Jan 30, 2025

In this week’s edition, he breaks down a volatile week in energy markets, driven by fears over AI’s impact on energy demand, ongoing natural gas weakness, and growing concerns over potential 25% tariffs on Canadian oil.

Key topics:

  • AI & Energy Demand – Are fears of AI-driven energy demand destruction overblown?
  • Natural Gas Outlook – U.S. LNG capacity is set to double by 2030, so why are natural gas stocks struggling?
  • Canadian Oil Tariff Concerns – Could the U.S. impose a 25% tariff on Canadian crude? What would this mean for producers and investors?
  • Global Oil Inventories – Why inventories are at multi-year lows and how this impacts crude prices.
  • U.S. Shale Production Trends – The reality behind the “drill baby drill” narrative and why production growth is slowing.
  • Investor Sentiment & Market Flows – How tariff fears are driving fund outflows and energy stock volatility.

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