Oil Is Bottoming and the Third Super Cycle Has Started | Josef Schachter, Schachter Energy Report

After watching every oil cycle since the 1970s, Josef Schachter thinks we've just entered the third great commodity super cycle. Morgan Downey sits down with Josef Schachter of the Schachter Energy Report to make the case: why oil is bottoming near current levels, why this cycle is driven by the third-world materials build-out rather than a single country, why there's been no real demand destruction, his $80 and $90 WTI forecasts, a focus on Canadian E&P, and the framework he uses to call tops and bottoms. Guest: Josef Schachter, Schachter Energy Report — https://schachterenergyreport.ca Listener offer: $100 off your first year with code POD100 → https://schachterenergyreport.ca/subs... The Commodities Show is hosted by Morgan Downey, author of the daily Commodity News and founder of BoxWood, the AI powered hedging platform. Get Morgan Downey's Commodity News (free, daily): https://www.boxwoodapp.com/news BoxWood: https://www.boxwoodapp.com Recorded early July 2026. Disclaimer: This episode is for educational and entertainment purposes only and is not investment, financial, tax, or legal advice. Do your own research and consult a licensed professional before making any decision. #oil #oilprices #energy #commodities #oiltrading #WTI #energystocks #Canada