EPISODE · Jul 18, 2026 · 23 MIN
Josef Schachter: Third World Oil Cycle, Iran, Volatility, Resilience, & Opportunity
from Geopolitics & Empire Substack Feed · host Geopolitics & Empire and Josef Schachter
This is a free preview of a paid episode. To hear more, visit geopoliticsandempire.substack.com*The audio version of this podcast episode is available ad-free to Paid Subscribers on Substack (also on Spotify via Substack integration); or on Apple Subscriptions/Supercast for $4.99 a month/$49.99 a year. The free audio version with ads is available via the Spreaker link below or on any podcast player. You can watch the free video version via any of the links below.Energy analyst Josef Schachter discusses the evolving landscape of the global oil and gas sector. He identifies 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. Schachter details how geopolitical tensions in the Middle East and the conflict in Ukraine create significant market volatility and supply risks. He provides a technical outlook on price floors and investment strategies, specifically highlighting the resilience of the American and Canadian energy markets. While addressing the rise of electric vehicles and data centers, he argues that traditional hydrocarbons will remain dominant into the 2030s.Escape the Technocracy Live Workshop (w/ Geopolitics & Empire)! https://escapethetechnocracy.com/product-escape-the-technocracy-live-workshop-season-2Listen/Download on SpreakerWatch on BitChute / Brighteon / Odysee / Rumble / YouTube*Support Geopolitics & Empire!Become a Member Donate https://geopoliticsandempire.com/donationsConsult https://geopoliticsandempire.com/consultation**Listen Ad-Free for $4.99 a Month or $49.99 a Year!Apple Subscriptions Supercast https://geopoliticsandempire.supercast.com***Visit Our Affiliates & Sponsors!Above Phone https://abovephone.com/?above=geopoliticsAmerican Gold Exchange https://www.amergold.com/geopoliticsEscape The Technocracy (15% off w/ GEOPOLITICS!) https://escapethetechnocracy.com/geopoliticsExpat Money (FREE “WW3 Plan-B” Report!) https://expatmoney.com/geopoliticsPassVult https://passvult.comSociatates Civis https://societates-civis.comStartMail https://www.startmail.com/partner/?ref=ngu4nzrWise Wolf Gold https://www.wolfpack.gold/?ref=geopoliticsWebsitesSchachter Energy Report https://schachterenergyreport.caSchachter’s Eye on Energy Substack X https://x.com/JosefSchachterLinkedIn https://www.linkedin.com/in/josefschachterAbout Josef SchachterAs 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 in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what’s going on, what is to come, and why.Josef is a frequent guest on Michael Campbell’s Podcast ‘Mikes Money Talks’ and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg’s Market Call.Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014.Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.*Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)
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Josef Schachter: Third World Oil Cycle, Iran, Volatility, Resilience, & Opportunity
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