Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Josef Schachter, president of Schachter Energy Research Services, discusses record diesel prices, the Iran conflict and Strait of Hormuz, global oil supply, Canada’s energy outlook, and why he believes the current commodity cycle could eventually drive oil to new all-time highs. *This video was recorded on September 23, 2026 To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... Subscribe to my clips channel: @davidlinreportclips Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW JOSEF SCHACHTER: Get $100 off your first year subscription with code POD100 at checkout: https://schachterenergyreport.ca/subs... Website: https://schachterenergyreport.ca/ X (@JosefSchachter): https://x.com/JosefSchachter FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): TikTok: davidlin_tv Instagram (@davidlin_TV): Instagram: davidlin_tv For business inquiries, reach me at [email protected] DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 0:00 - Record Diesel Prices & Oil Crisis 3:26 - Would a Diesel Export Ban Backfire? 7:08 - What Could Bring Diesel Prices Down? 11:06 - America’s Refining Capacity Problem 12:15 - Why Oil Could Hit New All-Time Highs 16:07 - The Coming Commodity Supercycle 18:10 - Iran, Hormuz & the Oil War Premium 22:37 - How High Could Oil Go? 24:31 - Can Markets Bypass the Strait of Hormuz? 26:07 - Global Oil Demand & U.S. Production 28:14 - How Diesel Prices Hit the Economy 30:23 - Venezuela Oil & the Risk to Canada 35:07 - Canada’s Energy Future 36:18 - Where the Energy Investment Opportunities Are 40:30 - Can OPEC Bring More Oil Online? 41:08 - $200 Oil: Could It Still Happen? #oil #diesel #economy