Josef Schachter Warns: Even Higher Prices At The Pump & 'Tremendous Bargains' In Oil and Gas
•April 9, 2026
Why It Matters
The conflict‑driven supply squeeze could keep oil prices elevated, pressuring global inflation and reshaping investment strategies toward undervalued energy assets.
Key Takeaways
- •Middle East conflict cuts 14‑16 million barrels daily from market.
- •Shadow fleet and SPR releases buying time, but are finite.
- •Diesel, sulfur, helium shortages threaten agriculture and tech sectors.
- •Oil prices could stay $80‑90 per barrel through 2027.
- •Natural‑gas firms with liquids exposure present “tremendous bargains”.
Summary
The video features Joseph Schachter discussing how the Feb 28 US‑Israel attack on Iran has disrupted oil and gas flows, reducing supply by 14‑16 million barrels per day and raising concerns about higher pump prices.
He notes that existing offshore inventories—Russia’s 150 million‑barrel shadow fleet, Iran’s 72 million, Venezuelan stocks—along with strategic petroleum reserve releases are temporarily cushioning the market, but once depleted, shortages will intensify, especially for diesel, sulfur, helium and fertilizer.
Schachter cites price spikes such as sulfur jumping from $400 to $600 per metric ton and WTI trading above Brent, forecasting oil at $80‑90 per barrel through 2027, and highlights natural‑gas companies with 15‑25% liquids exposure as undervalued opportunities.
The analysis implies prolonged conflict could trigger allocation measures in Europe and Asia, elevate inflationary pressures, and create recession risks, while investors should consider exposure to energy services, liquids‑rich gas firms, and broader oil equities.
Original Description
Recorded on: April 07, 2026
Stijn Schmitz welcomes back Josef Schachter to the show. Josef is Founder of Schachter Energy Research 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.
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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 per barrel could trigger severe economic consequences, potentially leading to demand reduction that would stabilize prices. He recommends investors carefully evaluate energy companies, looking at metrics like finding and development costs, operating efficiency, and management's equity stake. Ultimately, Schachter believes the energy sector offers significant long-term investment potential, particularly for those willing to be patient and strategic in their approach.
Timestamps:
00:00:00 - Introduction
00:01:05 - Long-Term Conflict Implications
00:04:04 - Geopolitical Risks and Escalation
00:05:09 - Oil Price Dynamics Forecast
00:08:18 - Futures Curve Analysis
00:10:18 - Supply Shortage Timeline
00:11:24 - Energy Sector Investments
00:13:19 - Infrastructure Damage Assessment
00:16:35 - US Geopolitical Oil Strategy
00:18:14 - Historical Price Parallels
00:21:29 - Stock Valuation Opportunities
00:25:13 - Iran War Possibilities
00:29:20 - Attractive Oil Gas Picks
00:32:38 - Canadian Oil & Gas
00:35:41 - Oil & Gas Producers
00:40:32 - Assessing Companies
00:45:58 - Concluding Thoughts
Guest Links:
Website: https://schachterenergyreport.ca
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Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what’s going on, what is to come, and why.
Josef is a frequent guest on Michael Campbell’s Podcast ‘Mikes Money Talks’ and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg’s Market Call.
Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014.
Prior to establishing his firm Schachter Energy Research Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.
#EnergyInfrastructure #MiddleEastConflict #OilPriceImpact #GlobalEconomicRecession #NaturalGasSupply #FertilizerShortage #EnergyStocks #JuniorOilGasCompanies #CanadianOilGasProducers #EnergyServiceSector
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