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Canadian Energy and LNG Outlook with Josef Schachter

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Manage episode 470179044 series 3459116
Content provided by Oil Ground Up. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oil Ground Up or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Josef Schachter, President of Schachter Energy Research Services, provides insights into the oil market and Canadian energy sector. He discusses the impact of US tariffs on Canadian oil, noting that the weakened Canadian dollar can offset some of the tariff's impact, and that the US Midwest relies on Canadian heavy crude due to quality issues with Mexican oil and restrictions on Venezuelan imports. Schachter expresses optimism about buying opportunities in Canadian energy stocks, suggesting the market is bottoming out and forecasting $90 oil within a year. He emphasizes the importance of LNG potential for both the US and Canada and identifies value in companies involved in natural gas production and transportation. Schachter also touches on the political landscape in Canada and its potential effects on the energy industry, and advocates for investors to take advantage of fear in the market to invest in undervalued energy companies.

  continue reading

27 episodes

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iconShare
 
Manage episode 470179044 series 3459116
Content provided by Oil Ground Up. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oil Ground Up or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Josef Schachter, President of Schachter Energy Research Services, provides insights into the oil market and Canadian energy sector. He discusses the impact of US tariffs on Canadian oil, noting that the weakened Canadian dollar can offset some of the tariff's impact, and that the US Midwest relies on Canadian heavy crude due to quality issues with Mexican oil and restrictions on Venezuelan imports. Schachter expresses optimism about buying opportunities in Canadian energy stocks, suggesting the market is bottoming out and forecasting $90 oil within a year. He emphasizes the importance of LNG potential for both the US and Canada and identifies value in companies involved in natural gas production and transportation. Schachter also touches on the political landscape in Canada and its potential effects on the energy industry, and advocates for investors to take advantage of fear in the market to invest in undervalued energy companies.

  continue reading

27 episodes

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