In this exclusive interview, I sit down with Josef Schachter, veteran energy analyst and founder of The Schachter Energy Report, to discuss the escalating Iran war and what it could mean for oil prices, global energy markets, and the world economy.
We examine how the conflict in the Middle East could impact oil supply and demand, the strategic importance of the Strait of Hormuz, and why disruptions in this critical shipping route could send oil prices sharply higher and trigger severe energy shortages. Josef explains potential oil price targets, worst-case scenarios for global energy supply, and what could happen if the war escalates further.
We also discuss energy stocks, investment opportunities in the oil and gas sector, China’s energy inventories, uranium, small modular reactors, and why energy may become one of the most important assets to hold in the coming years as geopolitical tensions rise and global energy demand continues to grow.
Chapters: 00:00 - Introduction 00:56 - Oil Supply vs. Demand Prior to the War 03:31 - Iran War & How It Influences the Oil Market / Price Targets (Must Watch) 07:05 - Worst-Case Scenario: Lines at Petrol Stations 08:30 - Who Benefits from This War? 09:15 - China’s Energy Inventories, Slowing Economy & How Europe May Negatively Affect China 10:34 - “Iran Made Two Big Mistakes” & Neighboring Countries Aiding the U.S. and Israel 12:51 - Oil Price Target If the War Lasts Beyond April & the End of the Iranian Regime 14:02 - Mining the Strait of Hormuz 15:21 - (Must Watch) How Important Is the Strait of Hormuz & What Happens If It Is Fully Closed? 18:40 - When to Buy Energy Stocks, What Type of Companies to Buy & the Importance of 90 Days of Strategic Oil Reserves 27:54 - Why Josef Is Very Bullish on Energy & Canada’s Enviable Energy Future 33:25 - Uranium & Small Modular Reactors 34:40 - The Importance of Energy in a Portfolio & Closing Thoughts
📌 My name is Vladyslav Grabarskyy, and on this channel, we cover personal finance, investing strategies, wealth building, the stock market, precious metals (like gold and silver), macroeconomics, and how the monetary system really works. I regularly host interviews with top investors, economists, and market experts — helping you learn how to build income from zero and grow long-term wealth.
DISCLAIMER: The information provided in this video is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity.
The content presented here is based on the speaker's personal opinions and research, which may not always be accurate or up-to-date. Financial markets and investments carry inherent risks, and individuals should conduct their own research and seek professional advice before making any financial decisions.
