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 29, 2025 • 53min
Weekend Show - Dave Erfle & Josef Schachter - Gold Over $4,200, Silver at All-Time Highs & Energy Stocks On Sale
Dave Erfle, the founder of Junior Miner Junky, discusses gold and silver's recent consolidation, highlighting bullish patterns and risks involved with juniors. He emphasizes silver's strong uptrend and takeover activity in the mining sector. Josef Schachter, from the Schachter Energy Report, offers insights into the strengthening fundamentals of natural gas driven by LNG exports and data center demand. He shares cautious outlooks on oil and where to find value in resilient energy stocks, focusing on dividends and smart investing strategies.
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.
