Josef Schachter

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Claims made by or about Josef Schachter

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Total: 11

Claims where this entity is speaking directly or being quoted.

Subject

Non-OECD/emerging world > increase in oil consumption

Quote from Video

Where I see the big increase in in consumption coming is the third world and that could be 10 or 15 million barrels over the next decade. But the OECD numbers will flatten and the big increase will be the non OECD the emerging world and that's really the bullish case.

OIL Headed Back to $100+, 'Every Area' of Energy Set to Soar: Josef Schachter

@CommodityCulture

Non-OECD/emerging worldwill driveincrease in oil consumption

“Where I see the big increase in in consumption coming is the third world and that could be 10 or 15 million barrels over the next decade. But the OECD numbers will flatten and the big increase will be the non OECD the emerging world and that's really the bullish case.”

16s• 27K views • 3 weeks ago

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Subject

Canadian oil industry > additional export takeaway capacity

Quote from Video

The bottom line is we will need by the end of the decade another million barrels of takeaway if we want our Canadian oil industry to grow. Fortunately, our new government in Ottawa is becoming more pro-natural resources.

@CommodityCulture

Canadian oil industryrequiresadditional export takeaway capacity

“The bottom line is we will need by the end of the decade another million barrels of takeaway if we want our Canadian oil industry to grow. Fortunately, our new government in Ottawa is becoming more pro-natural resources.”

16s• 27K views • 3 weeks ago

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Subject

Canadian Oil Industry > export capacity expansion

Quote from Video

The bottom line is we will need by the end of the decade another million barrels of takeaway if we want our Canadian oil industry to grow. We need to find export capacity either in the West Coast, TMX expansion, or other routes.

@CommodityCulture

Canadian Oil Industryrequiresexport capacity expansion

“The bottom line is we will need by the end of the decade another million barrels of takeaway if we want our Canadian oil industry to grow. We need to find export capacity either in the West Coast, TMX expansion, or other routes.”

6m32s• 27K views • 3 weeks ago

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Subject

US Military > military action against Iran

Quote from Video

I think military action is likely. There's a lot of reports saying the US could go as early as this week. Something will happen, and I think that if it happens, it could be a multi-week situation.

@CommodityCulture

US Militarywill likely conductmilitary action against Iran

“I think military action is likely. There's a lot of reports saying the US could go as early as this week. Something will happen, and I think that if it happens, it could be a multi-week situation.”

9m18s• 27K views • 3 weeks ago

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Subject

Venezuelan oil production > global supply

Quote from Video

Some people say you might see 1.5 million by the end of '26 and maybe 1.8 to 2 million when you have to build infrastructure by the end of '27. But take into account what happened in Kuwait when Saddam Hussein was pushed out... things can happen quickly.

@CommodityCulture

Venezuelan oil productioncould increaseglobal supply

“Some people say you might see 1.5 million by the end of '26 and maybe 1.8 to 2 million when you have to build infrastructure by the end of '27. But take into account what happened in Kuwait when Saddam Hussein was pushed out... things can happen quickly.”

13m30s• 27K views • 3 weeks ago

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Subject

Venezuela > Canada

Quote from Video

So we displaced Venezuela you know when you know and now that that return is going to happen where Venezuela could displace Canada. And that's why we need to have access to the Asian markets or European markets.

@CommodityCulture

VenezueladisplaceCanada

“So we displaced Venezuela you know when you know and now that that return is going to happen where Venezuela could displace Canada. And that's why we need to have access to the Asian markets or European markets.”

19m20s• 27K views • 3 weeks ago

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Subject

Saudi Arabia > 12 million barrels per day

Quote from Video

There's arguments that Saudi Arabia could produce 12 million barrels a day. They cannot do it from the field. They have never produced more than 10.5 million from the field.

@CommodityCulture

Saudi Arabiacannot produce12 million barrels per day

“There's arguments that Saudi Arabia could produce 12 million barrels a day. They cannot do it from the field. They have never produced more than 10.5 million from the field.”

23m57s• 27K views • 3 weeks ago

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Subject

Mark Carney > resource extraction

Quote from Video

But I think going into office and getting into that prime minister's office and realizing Canada's pie is built on resources. So if you want to have more tax revenue for social services, you need a bigger pie... so it's got to be the industries that have done it traditionally.

@CommodityCulture

Mark Carneyprioritizeresource extraction

“But I think going into office and getting into that prime minister's office and realizing Canada's pie is built on resources. So if you want to have more tax revenue for social services, you need a bigger pie... so it's got to be the industries that have done it traditionally.”

25m50s• 27K views • 3 weeks ago

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Subject

Canadian natural gas exports > 6 BCF per day

Quote from Video

But then you take in the other ones that are out there. we could be six BCF uh by the end of the decade. Now, let's put that in context. The industry in Western Canada produces 19 to 20 BCF. Six on 20 is a big growth number uh over the over the over the coming years.

@CommodityCulture

Canadian natural gas exportsgrow to6 BCF per day

“But then you take in the other ones that are out there. we could be six BCF uh by the end of the decade. Now, let's put that in context. The industry in Western Canada produces 19 to 20 BCF. Six on 20 is a big growth number uh over the over the over the coming years.”

27m20s• 27K views • 3 weeks ago

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Subject

The energy market > overbought

Quote from Video

The reality is we're very overbought and I'll be writing about that in our um Shar Energy report that you know goes out to clients next Thursday. I'll be working on that in the next few days to finish it off.

@CommodityCulture

The energy marketis currentlyoverbought

“The reality is we're very overbought and I'll be writing about that in our um Shar Energy report that you know goes out to clients next Thursday. I'll be working on that in the next few days to finish it off.”

32m53s• 27K views • 3 weeks ago

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Subject

Energy market correction > March or April

Quote from Video

So we're thinking sometime late March, April might be the window and last year the window was late March early early April. And if you go through history, interestingly the most number of bottoms have occurred in March, April.

@CommodityCulture

Energy market correctionwill likely occur inMarch or April

“So we're thinking sometime late March, April might be the window and last year the window was late March early early April. And if you go through history, interestingly the most number of bottoms have occurred in March, April.”

34m16s• 27K views • 3 weeks ago

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