Episode
Josef Schachter: Higher Prices At The Pump for Years & ‘Tremendous Bargains’ in Oil and Gas
- Podcast
- Palisades Gold Radio
- Published
- Apr 9, 2026
- Duration seconds
- 2828
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/palisades-gold-radio-237842/episodes/josef-schachter-higher-prices-at-the-pump-for-years-tremendous-bargains-in-oil-and-gas/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/palisades-gold-radio-237842/josef-schachter-higher-prices-at-the-pump-for-years-tremendous-bargains-in-oil-and-gas.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Stijn Schmitz welcomes back Josef Schachter to the show. Josef is Founder of Schachter Asset Management Inc. The discussion centers on the significant disruptions in the global oil and gas market caused by recent geopolitical conflicts in the Middle East. Schachter provides a comprehensive analysis of the current energy landscape, highlighting the potential long-term implications of supply constraints and infrastructure damage. According to Schachter, the conflict has already removed approximately 14 to 16 million barrels of oil from daily production, with strategic petroleum reserves and shadow fleet inventories currently offsetting the supply shock. He anticipates that if the war continues, oil prices could reach $80-$90 per barrel by year-end, with potential risks of prices climbing to $150-$180, which could trigger significant demand destruction. They discuss the broader implications for the energy sector, with Schachter emphasizing that the current environment presents attractive opportunities for investors. He recommends focusing on companies with large reserve life indices, low operating costs, and attractive valuations. Specifically, he highlights Canadian energy companies in natural gas and oil sands sectors as promising investments. Schachter notes that the energy landscape has fundamentally changed since March 1st, with companies now needing to focus on growth strategies. He believes the sector is still in early stages, comparing it to being on the fourth hole of a golf course, with significant potential for future development. Companies with strong balance sheets and the ability to capitalize on higher commodity prices will be best positioned. The conversation also touches on potential demand impacts, with Schachter suggesting that prices above $150-$180 pe…