{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Jay Young Show","title":"#261: Could Oil Hit $200? Iran, the Energy Supercycle & What Investors Should Watch","html":"","width":"100%","height":180,"duration":3940,"description":"Could oil prices return to record highs? Are we entering a new energy supercycle? And how should investors interpret the conflicting signals coming from Iran, the United States and the global oil market?\nIn Episode 261 of The Jay Young Show, Jay Young and co-host Jordan Soto welcome veteran energy analyst Josef Schachter, founder and editor of the Schachter Energy Report, for a wide-ranging discussion about oil prices, natural gas, geopolitical risk and the long-term investment outlook for conventional energy.\nJosef explains why North America remains well supplied while global oil and refined-product markets face increasing pressure. He also breaks down the potential impact of continued conflict involving Iran, the Strait of Hormuz, China, Russia and the Middle East.The conversation covers:Josef’s potential oil-price scenarios, including a broad $70–$100 trading rangeWhat could push crude oil toward $120, $150 or potentially higherWhy diesel, jet fuel and global refining capacity may be more important than crude supply aloneThe continuing power of China as a major energy buyerHow global oil inventories compare with the conditions that drove crude to $147 in 2008Why oil and natural gas demand may continue growing into the 2030sLNG exports, data centers and rising electricity demandTier-one, tier-two and tier-three drilling inventoryOpportunities in energy producers, service companies and international basinsWhy Canada and the United States remain critical sources of secure energyHow investors can evaluate energy companies based on reserves, production growth, balance sheets and drilling successJosef also shares his perspective on the internal struggle between Iran’s moderates, the IRGC and the country’s religious leadership—and why that conflict could continue creating major volatility across global energy markets.\nThis episode’s Word of the Week is “Standout,” and Jay shares Romans 12:2 as the Bible Verse of the Week, encouraging listeners to think independently,...","thumbnail_url":"https://img.transistorcdn.com/baCh2QcsFo5Mr3d0TYTzUGOF9gA1OpqRSZfTypuBTew/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zYzU3/MWQ3NTNiOWE5N2Iz/NjVkM2QzNjY3OWZm/YWY5ZC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}