Josef Schatcher and KER QuickTake - Oil, Gold, Silver, Copper & Critical Minerals

This week’s Weekend Show features Josef Schachter and a KER Market QuickTake analyzing the significant price action across energy and metals. The conversation focuses on the "NACHO" trade in oil, the historic prices for copper, why certain mid-tier producers are outperforming the majors and a couple major M&A deals in the gold and silver space. Segment 1 & 2 - Josef Schachter, founder and editor of the Schachter Energy Report, joins us to analyze the volatility of the oil and natural gas markets amid geopolitical tensions. Josef discusses the potential for parabolic price spikes if the Iranian conflict persists, the shifting dynamics of global energy supply and demand, and specific growth opportunities within the Canadian energy service sector. Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/ Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/ Segment 3 & 4 - We wrap up the show with a KER Market QuickTake. We share insights on the resource sector, noting a muted sentiment at the recent Metals Investor Forum in Vancouver compared to earlier in the year. We discuss key technical levels for gold, silver and GDX, the breakout in copper prices and outperforming copper stocks, while also analyzing the significance of major M&A activity (Equinox Gold bid for Orla Mining and Elemental Royalty buying Vizsla Royalty). Timestamps Josef Schachter 00:30 Oil Price Drivers 05:20 Hormuz Closure Scenario 09:49 SPR and Demand Data 12:35 Energy Substitution Outlook 14:58 Why Gas Is Weak 16:56 Oil Services Winners 21:00 Producers Big vs Small 24:20 Valuations and Growth Wedge 28:34 Q2 Strategy Shift KER QuickTake 34:01 Vancouver MIF Conference Vibes 37:09 Key Technical Levels 38:46 Copper Breakout and Stocks 42:49 Copper Juniors vs Discoveries 47:05 Silver Debate 49:34 Precious Metals Setup 52:54 Critical Minerals Surge 57:28 Trading The Cycles 1:00:37 Equinox Orla Mega Deal 1:05:18 Royalty M&A Surprise . Visit our new Substack for a summary of this interview - https://kereport.substack.com/ . Click here to follow Shad's market commentary on Substack: https://excelsiorprosperity.substack.... . Listen to the podcast on our website: https://www.kereport.com/ Subscribe to our Podcast on Spotify: https://rebrand.ly/Spotify_subscribe . . For price quotes on metals and commodities visit - https://clearcommodity.net/ . . Follow us on social media: 🔗   / thekereport   . . Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.