Josef Schachter: Third World Oil Cycle, Iran, Volatility, Resilience, & Opportunity

Josef Schachter: Third World Oil Cycle, Iran, Volatility, Resilience, & Opportunity

July 17, 2026 · 47 min

About this episode

Energy analyst Josef Schachter discusses the evolving landscape of the global oil and gas sector and the new bull market cycle driven by the developing world.

Energy analyst Josef Schachter discusses the evolving landscape of the global oil and gas sector. He identifies a new bull market cycle that began in 2020, driven largely by the industrial needs of the developing world and the essential role of fossil fuels in mining green energy minerals. Schachter details how geopolitical tensions in the [...] The post Josef Schachter: Third World Oil Cycle, Iran, Volatility, Resilience, & Opportunity first appeared on Geopolitics & Empire .

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