Schachter Energy Report

Josef on Geopolitics and Empire – July 17

Josef Schachter on Geopolitics & Empire

In this interview we discuss the evolving landscape of the global oil and gas sector. I identify a new bull market cycle that began in 2020, driven largely by the industrial needs of the developing world and the essential role of fossil fuels in mining green energy minerals. I detail how geopolitical tensions in the Middle East and the conflict in Ukraine create significant market volatility and supply risks. I provide a technical outlook on price floors and investment strategies, specifically highlighting the resilience of the American and Canadian energy markets. While addressing the rise of electric vehicles and data centers, I argue that traditional hydrocarbons will remain dominant into the 2030s. 

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