On this episode of The Jay Young Show, Jay Young and co-host Jordan Soto welcome Josef Schachter, President of Schachter Energy Research Services and a 40-year veteran of the investment management industry.

Josef specializes in connecting geopolitics, macroeconomics, and global energy markets to forecast where oil and natural gas prices are headed next. In this conversation, we break down the current energy cycle, global supply dynamics, and what it all means for investors and U.S. operators.

We discuss:

• Are we early, mid, or late in the current energy cycle?
• Is this a true commodity supercycle — or just a geopolitical spike?
• What would turn the outlook bearish on oil?
• How China’s purchases of discounted Russian crude are reshaping global pricing
• Whether India reducing Russian imports could tighten global supply
• The realistic growth potential for U.S. and Canadian LNG exports
• Who can actually add production in the coming years — OPEC, OPEC+, the U.S., Guyana, Brazil, or Canada?
• The biggest mistakes energy investors make during volatile markets

We also examine how sanctions, shipping restrictions, and capital constraints on Russia may create structural price support — and why disciplined U.S. operators can benefit when geopolitics tightens global supply.

Jay’s Weekly Five

Word of the Week: Hunger
A reminder that disciplined, focused effort is what separates long-term success from short-term reaction.

Bible Verse:
Galatians 6:9 — “Let us not grow weary of doing good, for in due season we will reap, if we do not give up.”

If you’re an energy investor, operator, or market-focused listener looking to better understand oil prices, LNG growth, OPEC strategy, and global supply shifts, this episode delivers practical insight from one of the industry’s most experienced voices.

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