
Petre Liubre
60 posts



BIGGEST ENERGY CRISIS IN HISTORY: $150 OIL IN WEEKS AS INVENTORIES PLUNGE TO RECORD LOWS Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, delivered a sobering message in his Bloomberg TV interview. We are living through the biggest energy crisis anyone alive has ever seen — yet most of the world still has no idea what is coming. With Middle East production slashed by 14 million barrels per day, the safety buffer is gone and inventories are about to hit all-time lows. THE UNPRECEDENTED SHORTAGE ➡️ Middle Eastern production is down a staggering 14 million barrels per day. ➡️ Already lost 650 million barrels of production — and that climbs to 1.5 billion even if the Strait of Hormuz reopens tomorrow. ➡️ The last ships that left before closure have now unloaded, leaving zero safety buffer. THE INVENTORY COLLAPSE ➡️ US diesel stocks fell 4% in a single week while gasoline dropped 3% outside driving season. ➡️ Global oil inventories are heading straight to all-time record lows by the end of May. ➡️ Complacency rules because the human mind simply cannot grasp something this enormous. THE INEVITABLE PRICE SPIKE ➡️ Demand must be rationed more severely than during COVID — and price is the only way to do it. ➡️ Expect oil well in excess of $150 per barrel in the coming days or weeks. ➡️ Physical markets are already trading at these brutal levels. THE POST-CRISIS OUTLOOK ➡️ Nuttall went 100% oil weighted back in January — his fund is already up 44%. ➡️ Once the Strait reopens he still sees an $80 floor with demand boosted 40% from restocking depleted inventories and SPRs. THE BOTTOM LINE Eric Nuttall has spent 25 years in this market and calls this the biggest disruption of his lifetime. The world is sleepwalking into a supply shock that will force prices higher faster than anyone expects. This is the calm before the storm hits hard. #EnergyCrisis #150Oil #OilShortage #StraitOfHormuz #RecordLowInventories #OilPrices #EnergyShock




Looks like my call to be 100% weighted in oil stocks for a limited period may yet prove to be a brilliant one. Also, I am very pleased to announce that wife is very happy again. She even let me move back into the bedroom🤪














