Josef Schachter

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.

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.

Josef Schachter, founder of Schachter Asset Management and a seasoned energy analyst, shares insights into the bullish outlook for the global oil market. He forecasts WTI prices climbing between $52-$100 over the next few years, driven by demand growth and constrained supply. The conversation touches on Venezuela's role in the oil landscape, the challenges of declining shale production, and the vast unmet energy needs of over a billion people. Schachter also offers savvy investment strategies, highlighting the importance of strong management and balance sheets in oil producers.