Josef Schachter: From Boom to Bust, ‘Much Higher’ Oil Prices in 2026 & The Uranium Bull Case

Stijn Schmitz welcomes Josef Schachter to the show. Josef Schachter is the Founder of Schachter Asset Management Inc. The discussion centers on the current and future state of the global energy market, with a particular focus on oil and natural gas dynamics.

Schachter provides a nuanced view of the oil market, noting both near-term challenges and long-term bullish potential. In the short term, he anticipates oil prices potentially dropping to the $56-$58 range due to significant global inventories. However, he sees a compelling long-term narrative driven by fundamental supply constraints and declining global reserves, which require approximately 5...