Josef Schachter of the Schachter Energy Report outlines the factors that have taken oil prices back above US$100 per barrel, also explaining his stock strategy as market volatility continues — in his view, the best bargains are in natural gas, natural gas liquids and the service sector.
"The sector is cheap, period," Schachter emphasized.
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This interview was filmed on September 10, 2026.
0:00 - Intro
0:22 - Why oil broke US$100
4:41 - How high can oil prices go?
9:20 - SPR at lowest since 1982
14:19 - Refiners running flat out
16:54 - China's oil market role
20:13 - Natural gas price outlook
22:54 - Oil stock opportunities
27:01 - Canada's resource push
32:24 - Best bargains today
34:55 - Oil stock M&A activity
36:45 - Catch the Energy event
39:22 - Commodities supercycle
42:35 - Outro
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