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
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