OPEC, SPR, and the Next Oil Move: Schachter’s Real Supply Math скачать в хорошем качестве

OPEC, SPR, and the Next Oil Move: Schachter’s Real Supply Math

Recorded on December 17, 2025. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. In this co-hosted conversation, Steve Yang and Andy Millette sit down with Josef Schachter, founder and editor of the Schachter Energy Report, to map out what could drive oil and natural gas prices through 2026 and beyond. Josef breaks down why crude lost momentum in 2025, what inventory and geopolitical factors can do to WTI in the first half of 2026, and why underinvestment could set up an energy-led commodity supercycle that lasts into the next decade. Key topics covered Oil price drivers in 2025 and what changes sentiment into 2026 WTI downside risk scenarios and Josef’s quarterly range framework OPEC field production, floating storage, and the role of strategic reserves Where future supply could realistically come from, and why timelines matter Natural gas and LNG catalysts, including Canada’s positioning How Josef screens energy equities for quality and balance-sheet strength Guest links Schachter Energy Report: https://schachterenergyreport.ca/ About Josef Schachter: https://schachterenergyreport.ca/about/ X: https://x.com/JosefSchachter Hosts and channel links Natural Resource Stocks Website: https://www.NaturalResourceStocks.net YouTube Main:    / @naturalresourcestocks   YouTube Clips:    / @naturalresourestocksclips   X: https://x.com/NRS_Stocks LinkedIn:   / natural-resource-stocks   Andy Millette X: https://x.com/theandymillette Andy Millette LinkedIn:   / andymillette   Steve Yang X: https://x.com/TheSteveYang Steve Yang LinkedIn:   / thesteveyang   Chapters 00:00 Intro and oil sentiment reset 00:22 Why crude weakened in 2025 02:15 Iran, Venezuela, and headline risk 03:32 Risk of 52 WTI and the 2026 setup 04:25 SPR, inventories, and Q2 turning points 05:16 OPEC capacity and floating storage 08:09 Commodity supercycle thesis 12:07 Demand growth and long-term price targets 14:26 Spare capacity and capital needed to grow supply 15:59 Where new barrels must come from 18:40 Consolidation and stock selection framework 21:47 Natural gas and LNG catalysts 38:19 LNG Canada expansion and pricing implications 57:20 Closing takeaways Join the #Millettian community and subscribe for more interviews on energy, commodities, and macro. Financial Disclaimer for Galt Consulting Group (dba NaturalResourceStocks.net) 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.