Launching Soon: SXHI - Ninepoint SpaceX HighShares ETF Expected June 16 Launch Date - ninepoint.com/about-ninepoin… Disclaimer: bit.ly/2ukaOCr

Lift-Off: Introducing the Ninepoint SpaceX HighShares ETF - ninepoint.com/about-ninepoin… Disclaimer: bit.ly/2ukaOCr

Eric Nuttall - May 14, 2026 In this week’s edition, @ericnuttall shares key takeaways from recent meetings in Houston and explains why he believes global oil markets may be approaching a critical tipping point. Key Topics Covered: • Strait Disruption Continues – Middle Eastern production losses remain significant. • Product Shortages Emerging – Diesel, lubricants and aviation disruptions may signal tightening markets. • Oil Price Risk Rising – Analysts are beginning to raise price expectations. • Canadian Energy Policy – Alberta-federal negotiations, carbon costs and pipeline capacity remain in focus. • US Shale Response Limited – Houston meetings suggest only modest future growth. • Middle East Capacity Risk – Forced shut-ins could reduce productive capacity. • Export Ban Risk – US refined product restrictions remain a risk to monitor. • Energy Equity Opportunity – Eric sees meaningful upside potential in oil stocks. #EnergyInvesting #OilMarkets #OilPrices #EnergyStocks #OilAndGas #CrudeOil #WTI #BrentCrude #GlobalEnergy #EnergySecurity #USShale #CanadianEnergy #EnergyInfrastructure #OPEC #MiddleEastEnergy #SupplyDisruption #Commodities #NaturalResources #Ninepoint #EricNuttall Disclaimer: bit.ly/2ukaOCr

In this month's Fixed Income video commentary preview, Vice President, Portfolio Manager Etienne Bordeleau shares his latest views on fixed income markets, including the impact of rising energy prices, elevated U.S. inflation, diverging central bank policy in Canada and the U.S., and the growing influence of AI hyperscaler bond issuance on credit markets. Key Topics Covered: • Energy Price Shock – Iran conflict keeps pressure on energy prices. • Sticky U.S. Inflation – April CPI rose 3.8% year over year. • Fed on Hold – Elevated inflation limits near-term rate-cut flexibility. • BoC Stays Cautious – Weak labour market offsets energy-driven inflation concerns. • Policy Divergence – Canada’s weaker economy gives the BoC more room than the Fed. • AI Bond Supply Surge – Hyperscaler issuance is rising sharply in the U.S. and Canada. • Google’s Record Deal – Google issued C$8.5B, Canada’s largest bond deal ever. • Spread Pressure – Heavy IG issuance could push credit spreads wider. • Selective Positioning – The team remains active, but mindful of supply-driven risks. The full April 2026 written Fixed Income Commentary, including detailed attribution tables, will be published shortly on our website. Disclaimer: bit.ly/2ukaOCr

Congratulations to @ericnuttall on being named a 2026 TopGun Investment Mind — Platinum Class. Platinum Class recognition means being named TopGun in four consecutive years; a rare achievement worth celebrating. Congratulations Eric on this well-earned recognition. #TopGunInvestmentMinds #CanadianStocks #EnergyInvesting #NinepointPartners Disclaimer: bit.ly/2ukaOCr topgunpress.com/topgun-inves… Recognition is based on Brendan Wood International’s TopGun Investment Minds – Canadian Stocks – 2026 process, which draws on consultations with sell-side professionals. The recognition is not indicative of future investment performance and should not be interpreted as investment advice or a recommendation to buy or sell any security or fund.

RT @ericnuttall: Ninepoint Energy Strategies Weekly Update: "the investment case is not that oil is going to spike to $200/bbl, it is that…

🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up, I'm joined by the one and only @ericnuttall to talk about the ongoing Hormuz crisis oil supply shock, how oil and gas equities are pricing the conflict, and what "the day after" might look like. open.spotify.com/episode/16N…

RT @ericnuttall: Taking the message more mainstream today of why the world needs more Canadian energy and why this is the biggest energy cr…

We are pleased to share that @ericnuttall will be speaking at the Calgary Energy Roundtable on May 28 in Calgary. As Partner and Senior Portfolio Manager at Ninepoint Partners, Eric brings deep energy sector experience and a well-known perspective on the investment case for Canadian energy. At a time when energy security, competitiveness and project execution are back at the centre of the conversation, this should be an important discussion. $NNRG $NRGI #Energy #CanadianEnergy #Calgary #EnergySecurity #Ninepoint #NNRG #NRGI Disclaimer: bit.ly/2ukaOCr

We’re excited to announce the expansion of our Ninepoint HighShares ETF lineup, adding new Canadian single-stock ETFs and an expansion into U.S. single-stock ETFs. ninepoint.com/landing-pages/… Disclaimer: bit.ly/2ukaOCr

RT @ericnuttall: What to expect in the days ahead during the worst energy crisis of our lifetimes and why the world needs more Canadian ene…

REGISTER: event.on24.com/wcc/r/5272632… Think you already know covered-call ETFs? This session goes past the basics. Most investors focus on yield. But in covered-call ETFs, yield is only part of the story. Join us for a clear, practical look at what actually drives income, risk, and long-term outcomes — and where investors often get caught off guard. What you'll learn: 🔵 Why volatility — not dividends — powers covered-call income 🔵 How overwrite strategy and strike selection impact returns 🔵When leverage boosts income — and when it adds hidden risk 🔵Why high yield doesn’t always mean better total return 🔵A simple framework to evaluate any covered-call ETF Speakers: John Wilson, Co-CEO, Managing Partner Karl Cheong, EVP, Head of ETFs Date & Time: Wednesday, April 8th, 7pm ET Q&A session to be held at the end. REGISTER: event.on24.com/wcc/r/5272632… #ETFs #ETF #CoveredCall #Dividends #Income Disclaimer: bit.ly/2ukaOCr

Watch @ericnuttall break down what he is focused on amidst what may be the worst energy crisis of our lifetimes 🎥 youtube.com/watch?v=sFAd6Szm… #oil #oilandgas #opec #energy Disclaimer: bit.ly/2ukaOCr

RT @ericnuttall: Bullish on energy but don't know where to start? The ETF series of the Ninepoint Energy Fund trades under the ticker "NNRG…

Energy investors should focus on what "the day after" looks like: the glut thesis is dead, the floor price is raised to $70-$80, the energy sector is now finally relevant to generalist investors, and security of supply trumps all else.

RT @ericnuttall: Why the impact on the oil market from the US/Iran conflict will last longer than consensus thinks: cnbc.com/video/2026/03/24/ir……

Ninepoint Energy Strategies' Weekly Update: so what does all this mean???