Josef Schachter: ‘Massive Upside’ In Oil Stocks & The Iran War Restart
Josef Schachter, author and president of the Schachter Energy Report, joins Palisades Gold Radio to assess the global energy system amid shifting Middle East geopolitics. Despite ongoing conflict, crude flows out of the Persian Gulf are running above pre-war levels—Saudi Arabia is even discounting barrels into Asia—yet refined products tell a different story. LNG, sulfur, nitrogen, and fertilizer exports remain constrained, and diesel shortages persist as Ukrainian strikes on Russian refineries remove key supply from global markets.
Schachter outlines three scenarios for the Iran conflict and…
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