About this episode

Josef Schachter discusses the current state of the oil market and the challenges faced by US and Canadian oil production.

In this conversation, Josef Schachter discusses the current state of the oil market, emphasizing the ongoing energy super cycle and the challenges faced by both US and Canadian oil production. He highlights the limitations of OPEC in increasing production and the implications for global oil prices. Schachter also addresses the infrastructure challenges in Canada, the importance of refining margins, and the potential for investment in the sector as foreign companies return. The discussion concludes with an overview of the risks to the bullish outlook for oil prices and the future of the energy sector.

People in this episode

Guest: Josef Schachter

Topics covered

• oil market
• energy super cycle
• Canadian oil production
• OPEC limitations
• global oil prices
• infrastructure challenges
• investment opportunities

Keywords

• oil market
• energy super cycle
• Canadian oil
• OPEC
• global oil prices
• refining margins
• investment

Mentioned in this episode

Organizations: OPEC

Places: Canada, US

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