Josef Schachter Says The Biggest Oil Bull Market Has Only Just Begun
Josef Schachter is one of Canada's longest-serving energy market analysts and publisher of the Schachter Energy Report with decades of experience covering oil, natural gas, and energy equities.
👉 https://josefschachter.substack.com/
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Recording Date 7-2-2026. In this episode, Josef explains why he believes investors are only in the early stages of a third commodity and energy supercycle that began in 2020 after decades of underinvestment across the global energy sector. He compares today's environment with the historic oil booms of the 1970s and the 1999 through 2008 commodity cycle while outlining how emerging market demand, geopolitical instability, and supply constraints could drive significantly higher oil prices over the coming years. Josef also shares why recent weakness in energy stocks should be viewed as a correction within a larger bull market rather than the end of the cycle and discusses how disciplined portfolio management can help investors capitalize on these opportunities.
Josef continues by discussing the geopolitical risks surrounding Iran, the Strait of Hormuz, shipping disruptions, and how these developments may impact global oil supply over the next several years. He argues that oil prices are approaching production cost support levels and expects WTI to recover toward higher prices as inventories tighten and demand continues to grow across emerging economies. Josef also answers listener questions on Canadian Natural Resources, Petrobras, government intervention in energy markets, and explains how his investment process identifies oversold buying opportunities in quality energy companies. The discussion concludes with an overview of his research service, including company coverage, macro analysis, quarterly webinars, and his outlook that today's correction could present one of the best long-term opportunities for energy investors before the next major leg higher begins.
Key Insights In This Episode
✅ Gold and silver remain in long-term bull trends despite the recent correction.
✅ Michael warns financials and government bonds could trigger the next crisis.
✅ Banks, credit cards, and asset managers are showing hidden weakness.
✅ Gold miners may be near a major breakout against gold.
✅ Silver's selloff may be a bear trap before the next move higher.
✅ Hard assets could benefit as trust in stocks and bonds weakens.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:02 Introduction To Josef Schachter
00:47 Josef Schachter Career And Energy Market Journey
08:14 The Third Energy Supercycle Explained
10:15 Oil Market Supply Demand And Government Intervention
12:36 Strait Of Hormuz And Global Shipping Risks
18:49 Oil Prices Demand And Inventory Outlook
24:33 Canadian Natural Resources Investment Outlook
27:31 Petrobras Compared With Canadian Producers
29:35 What The Schachter Energy Report Offers
33:23 Premium Preview And Closing Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton # #JosefSchachter #SteveBarton #EnergyMarkets #Oil #WTI #NaturalGas #EnergyStocks #CommoditySupercycle #OilInvesting #CanadianEnergy #CNQ #Petrobras #Commodities #Inflation #Geopolitics #StraitOfHormuz #EnergySector #OilPrices #Investing #StockMarket
👉 https://josefschachter.substack.com/
📩 4th of July Firecracker Sale on Premium Service 15% Off
📈 Technical Analysis for Beginners - 15% Off
Discount code is FIRE15
🌎 Travel Channel
Recording Date 7-2-2026. In this episode, Josef explains why he believes investors are only in the early stages of a third commodity and energy supercycle that began in 2020 after decades of underinvestment across the global energy sector. He compares today's environment with the historic oil booms of the 1970s and the 1999 through 2008 commodity cycle while outlining how emerging market demand, geopolitical instability, and supply constraints could drive significantly higher oil prices over the coming years. Josef also shares why recent weakness in energy stocks should be viewed as a correction within a larger bull market rather than the end of the cycle and discusses how disciplined portfolio management can help investors capitalize on these opportunities.
Josef continues by discussing the geopolitical risks surrounding Iran, the Strait of Hormuz, shipping disruptions, and how these developments may impact global oil supply over the next several years. He argues that oil prices are approaching production cost support levels and expects WTI to recover toward higher prices as inventories tighten and demand continues to grow across emerging economies. Josef also answers listener questions on Canadian Natural Resources, Petrobras, government intervention in energy markets, and explains how his investment process identifies oversold buying opportunities in quality energy companies. The discussion concludes with an overview of his research service, including company coverage, macro analysis, quarterly webinars, and his outlook that today's correction could present one of the best long-term opportunities for energy investors before the next major leg higher begins.
Key Insights In This Episode
✅ Gold and silver remain in long-term bull trends despite the recent correction.
✅ Michael warns financials and government bonds could trigger the next crisis.
✅ Banks, credit cards, and asset managers are showing hidden weakness.
✅ Gold miners may be near a major breakout against gold.
✅ Silver's selloff may be a bear trap before the next move higher.
✅ Hard assets could benefit as trust in stocks and bonds weakens.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:02 Introduction To Josef Schachter
00:47 Josef Schachter Career And Energy Market Journey
08:14 The Third Energy Supercycle Explained
10:15 Oil Market Supply Demand And Government Intervention
12:36 Strait Of Hormuz And Global Shipping Risks
18:49 Oil Prices Demand And Inventory Outlook
24:33 Canadian Natural Resources Investment Outlook
27:31 Petrobras Compared With Canadian Producers
29:35 What The Schachter Energy Report Offers
33:23 Premium Preview And Closing Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton # #JosefSchachter #SteveBarton #EnergyMarkets #Oil #WTI #NaturalGas #EnergyStocks #CommoditySupercycle #OilInvesting #CanadianEnergy #CNQ #Petrobras #Commodities #Inflation #Geopolitics #StraitOfHormuz #EnergySector #OilPrices #Investing #StockMarket
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