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Josef Schachter has spent 40 years in the Canadian investment industry and runs the Schachter Energy Report. He’s watched energy super cycles since the 1970s, and he joins Bill Powers to explain why he thinks the current one, which began in March 2020, could last until 2034–2036. He covers his WTI forecast of $90 for 2027, why he sees oil going past $150 and eventually $200, the natural gas setup for next winter, and why Canadian producers trading at 2–3x cash flow may be the value play of the cycle.
00:00 Show Introduction 00:32 Oil Supercycle History 02:48 Current Cycle Signals 04:36 Canada Oil Gas Divide 05:15 Politics and Pipelines 06:54 Bull Case Risks 07:38 Venezuela Supply Reality 09:01 Demand Beyond Driving 10:45 2036 Price Targets 12:20 Natural Gas Bull Thesis 13:39 How to Forecast Gas 15:10 Best Nat Gas Plays 16:09 Picking Winning Producers 17:09 Valuation and Reserves 20:09 Final Thoughts
Schachter Energy Report: https://schachterenergyreport.ca/
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