Commodity Culture

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 Schachter on Commodity Culture Josef Schachter believes that current prices in the energy sector are presenting a massive opportunity for contrarians who can see the writing on the wall: oil and gas demand are rising, not falling, and supply is become severely constrained, leading to setup that Josef thinks will ultimately bring us back