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Schachter’s Eye on Energy · Aug 7, 2026

Interview on the Jay Young Show

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Josef Schachter · Schachter’s Eye on Energy

In this interview we have a wide-ranging discussion about oil prices, natural gas, geopolitical risk and the long-term investment outlook for conventional energy.

I explain why North America remains well supplied while global oil and refined-product markets face increasing pressure. I also break down the potential impact of continued conflict involving Iran, the Strait of Hormuz, China, Russia and the Middle East.

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Read the original on josefschachter.substack.com

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