The Energy Supercycle Has Just Started - Will Continue to 2030 with Josef Schachter

Video Description

Interview recorded - 16th of March, 2026 On this episode of the WTFinance podcast I had the pleasure of welcoming on Josef Schachter. Josef is a 40+ year veteran of the Canadian Investment Management Industry and the founder of the Schachter Energy Report. During our conversation we spoke about the current situation in the Middle East, what the Strait of Hormuz being closed for an extended period of time could do to the market, potential supercycle in the coming years, production growth, Canadian opportunities and more. I hope you enjoy! 0:00 - Introduction 2:16 - Overview of the energy market 8:39 - Risk of extended conflict 15:38 - Oil companies lagging commodity 18:52 - Revaluation of oil companies 25:47 - Oil oversupply 29:48 - Focus on production growth 33:08 - Canadian opportunities 38:54 - One message to takeaway? Josef Schachter, CFA, is President of Schachter Energy Research Services Inc. and publisher of the Schachter Energy Report. He established Schachter Asset Management Inc. in Calgary, Canada, in 1996. For over 15 years, Mr. Schachter provided oil and gas research to Maison Placements Canada, geared to their institutional clients. Earlier in his career, he was the chief market strategist at Richardson Greenshields, a director of RGCL and a member of its Investment Policy Committee. He is a past chairman of the Canadian Council of Financial Analysts. Josef Schachter - Report - https://schachterenergyreport.ca/ Substack - https://josefschachter.substack.com/ X - https://x.com/JosefSchachter WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4 Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/ Twitter - https://twitter.com/AnthonyFatseas