Recorded on May 27 2026 at NRS Studios The Schachter Energy Report wanted to provide a $100 discount off the first year of the Schachter Energy Report with coupon code NRS100 for you to offer to your listeners at the link below: https://schachterenergyreport.ca/subscriptions/ Steve Yang welcomes Josef Schachter of the Schachter Energy Report back to Natural Resource Stocks for an energy market breakdown focused on oil, natural gas, LNG, Canadian energy equities, and the next potential buying window. Josef lays out why he believes the energy supercycle remains intact, why WTI could see extreme volatility, and how Iran and the Straits of Hormuz could drive major moves across crude oil and energy stocks. He explains why global inventories, winter demand, European natural gas storage, LNG cargo competition, and emerging market energy consumption may create a tighter setup than many investors expect. The discussion also covers Canadian oil and gas valuations, what Josef looks for in energy companies, and how viewers can use coupon code NRS100 for the first year discount. #Millettian Key topics Oil volatility and the next buying signal WTI crude oil and the 130 to 150 upside scenario Iran, the Straits of Hormuz, and geopolitical oil pressure Global inventory days and supply shock concerns Europe’s LNG scramble and natural gas storage problem Canadian oil and gas stocks versus US energy stocks Financial strength, insider ownership, management, and growth Copper, helium, data centers, and energy demand The Schachter Energy Report and coupon code NRS100 Guest links Schachter Energy Report https://schachterenergyreport.ca/ Schachter Energy Report subscription discount Use coupon code NRS100 https://schachterenergyreport.ca/subscriptions/ Host Steve Yang Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld YouTube Clips https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/TheSteveYang X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/thesteveyang/ LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Cold open on LNG, WTI, and energy stocks 01:04 Steve introduces Josef Schachter 01:15 Oil pullback and the next buy signal 01:56 Peace deal noise, Iran, and crude volatility 04:09 How high could oil and energy stocks go 05:36 Extreme volatility and the Straits of Hormuz 08:37 Election timeline and oil supply pressure 10:44 Winter supply shock and global inventories 12:22 Parabolic oil setup and energy stocks 14:54 Canadian energy bargains and longer reserve life 18:15 Supercycle noise, fundamentals, and geopolitics 21:29 Natural gas demand and data center power 22:14 Why investors want production growth 24:48 What Josef watches when markets spike 27:06 How to evaluate energy companies 29:02 WTI assumptions for 2026 and 2027 30:43 Copper, helium, chips, and critical minerals 31:20 How long oil remains relevant 34:04 Schachter Energy Report and viewer discount 36:10 Buy signals, target weight, and cycle upside 38:27 Steve closes with the NRS100 discount The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
