Josef Schachter on The Jay Young Show In this interview we have a wide-ranging discussion about oil prices, natural gas, geopolitical risk and the long-term investment outlook for conventional energy. I explain why North America remains well supplied while global oil and refined-product markets face increasing pressure. I also break down the potential impact of […]
Josef on the Jay Young Show – Aug 5 Read More »
Josef Schachter on Palisades Gold Radio In this discussion I clarify that the current energy market tightness is not a crude oil shortage but a severe refining capacity problem, particularly impacting Asia. While US production has surged to 24 million barrels daily, allowing for exports, a lack of refined products in Asia has driven local
Josef on Palisades Gold Radio – July 2026 Read More »
Josef Schachter on Energy Prospectus Group This is a replay of a webinar I did with Energy Prospectus Group. EPG Oil & Gas Market Update with Josef Schachter Click to View Energy Prospectus Group on Youtube
Josef on Energy Prospectus Group – July 30 Read More »
Josef Schachter on Commodity Culture I believe the stage is set for a major supercycle in the energy sector. With the war in Iran showing no signs of easing, the geopolitical risk premium could remain a significant driver of oil prices for the foreseeable future. In my view, oil has the potential to average as
Josef on Commodity Culture – July 22 Read More »
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
Josef on Geopolitics and Empire – July 17 Read More »
Josef Schachter on Wealth Building Blueprint In this interview we discuss oil, energy stocks, the Iran war, the Strait of Hormuz, oil demand, natural gas, coal, nuclear energy, small modular reactors, and the outlook for Canadian energy stocks. I explain why oil prices could move higher into the winter, why Q4 2026 may be important
Josef on Wealth Building Blueprint – July 14 Read More »
Josef Schachter on The David Lin Report In this interview we discuss the Strait of Hormuz conflict, global oil supplies, strategic reserves, recession risks, and investment opportunities in Canadian energy. Oil Reserves Reach ‘Critical Levels’, ‘Severe Recession’ Once Price Spikes Click to View David Lin on Youtube
Josef on The David Lin Report – July 10 Read More »
Josef Schachter on Howestreet.com As a 40 year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling
Josef on Howestreet.com – July 11 Read More »
Josef Schachter on In it to Win it In this interview, I discuss how I believe we are already in the third major energy Supercycle. I compare today’s market to the 1970s oil boom and the 1999 to 2008 China driven commodity run. My view is that underinvestment and rising emerging market demand are creating
Josef on In it to Win it – July 3 Read More »
Josef Schachter on Howestreet.com As a 40 year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling
Josef on Howestreet.com – June 27 Read More »
