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, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JOSEF SCHACHTER:Get $100 off your first year subscription with code POD100 at checkout: https://schachterenergyreport.ca/subscriptions/Website: https://schachterenergyreport.ca/X (@JosefSchachter): https://x.com/JosefSchachterFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: 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 Crisis3:26 - Would a Diesel Export Ban Backfire?7:08 - What Could Bring Diesel Prices Down?11:06 - America’s Refining Capacity Problem12:15 - Why Oil Could Hit New All-Time Highs16:07 - The Coming Commodity Supercycle18:10 - Iran, Hormuz & the Oil War Premium22:37 - How High Could Oil Go?24:31 - Can Markets Bypass the Strait of Hormuz?26:07 - Global Oil Demand & U.S. Production28:14 - How Diesel Prices Hit the Economy30:23 - Venezuela Oil & the Risk to Canada35:07 - Canada’s Energy Future36:18 - Where the Energy Investment Opportunities Are40:30 - Can OPEC Bring More Oil Online?41:08 - $200 Oil: Could It Still Happen?#oil #diesel #economy