Josef Schachter
Founder of Schachter Asset Management (Schachter Energy Report) and energy analyst specializing in oil, natural gas, and uranium markets. Provides macro and company-level investment analysis with a focus on supply constraints, capital spending, and long-term energy cycles.
Best podcasts with Josef Schachter
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Nov 11, 2025 • 53min
Josef Schachter: From Boom to Bust, ‘Much Higher’ Oil Prices in 2026 & The Uranium Bull Case
Josef Schachter, founder of Schachter Asset Management, is a renowned energy analyst focusing on oil, natural gas, and uranium markets. In an insightful discussion, he forecasts oil prices may dip to $56-$58 but expects a significant rebound around 2026 due to supply constraints. Schachter highlights Canada's energy potential and underlines the need for investment in infrastructure. Additionally, he presents the bull case for uranium, driven by underproduction and technological advancements, positioning it as a noteworthy investment opportunity.
Nov 1, 2025 • 50min
Weekend Show - Dave Erfle & Josef Schachter - Gold’s “Smart Money” Dip-Buying & Energy’s Next Buy Signal
Join Dave Erfle, founder of Junior Miner Junky, as he dives into the recent gold correction, resilient ETF inflows, and the potential for copper stocks to shine in 2025. He shares insights on identifying quality junior miners amidst rising institutional demand. Meanwhile, energy expert Josef Schachter discusses the oil market's brief rebound, key buy signals, and the growing impact of natural gas driven by winter demand and AI data centers, while highlighting M&A opportunities in the Canadian sector.
