Weekend Show – Jeff Christian & Josef Schachter – Commodities Deep Dive: Silver Mania and Energy Opportunity
This weekend’s KE Report takes a deep dive into the commodity complex with two veteran voices. In the first half, Jeff Christian, Managing Partner at CPM Group, dismantles popular narratives around silver. In the second half, energy strategist Josef Schachter, founder of the Schachter Energy Report, explains why oil and gas may be setting up for a powerful rebound despite weak prices.
- Segment 1 & 2 – Jeff Christian, Managing Partner of CPM Group, kicks off the show to break down the sharp surge in silver prices, explaining why investment demand, not a true supply shortage, is driving the move, while also addressing scrap supply, ETF flows, margin hikes, solar demand substitution, and why metals remain supported amid global economic and geopolitical uncertainty.
- Click here to visit the CPM Group website to learn more about the firm – https://cpmgroup.com/
- Segment 3 & 4 – Josef Schachter, founder and editor of the Schachter Energy Report and the Eye On Energy Report, wraps up the show to break down the macro outlook for oil and natural gas, explaining why oil prices remain range-bound amid oversupply concerns, weak demand, and geopolitics involving Venezuela and Iran. He also outlines how low prices, hedging strategies, dividends, and rising M&A activity are shaping opportunities in Canadian and U.S. energy stocks, including what could trigger his next “table-pounding buy” in the sector.
- Click here to learn more about The Schachter Energy Report – https://schachterenergyreport.ca/
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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 or investment product. Investing in equities, commodities, really everything 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.
Well I’m sure that Canada getting cozy with china and other bad actors will make things a lot better going forward 🙂 RR
Absolutely, Canada has played its part, no doubt about it! By the way I know what you mean, if I could change it I would. DT
Canada has been cozy with the world’s worst bad actor down south for more than 100 years, making itself a bad actor also.
Canada must become more independent by building pipelines to both coasts, that way we can negotiate our precious commodities like Gas and Oil, without making deals that involve EV’s. I wonder how well these EV’s will survive in our winter. Winnipeg Manitoba reached -40 degrees C with the wind chill factor last night and in Ontario it was -27C. DT
Rod / Dick / Terry. An hour ago while driving my car , listening to British news on the radio . The news reader said that trump ( the idiot ) was going to impose 100% tariffs on Canada , if they trade with China. That man is going to be the death nail in the US dollar , if he keeps this nonsence going on for much longer .
Tony, it doesn’t matter whether you are running a country or a biker’s gang, if you are fighting a war on more than one front, your country or your gang will collapse internally. If you read history you will know this. DT
For the first time since 2014, the USD has closed a week below the 600 week moving average…
https://schrts.co/KuDbkDQj
I guess we know why silver has shot up to hopefully a new trading range, I didn’t even take myself seriously when I said a new trading range over $100 was possible.
BTW, I agree with Jeff about a potential short term supply glut from scrap recycling but as of now they are not caught up. Not worth selling scrap for now. Grannies’ silver teapots are piling up, 🤣
Harry the coin dealer, refiners not taking alloyed silver coins… hit $100, continuation to $150!
https://www.youtube.com/watch?v=ug4zzRlHPFs
I would have more in silver coins if I would have bought only bullion coins, most collector stuff is not worth the premiums. Come to crunch time and silver is silver no matter what is on the face, 999 or 9999 is the fastest and easiest to turn into 1k bars for industrial use.
I’m not in a place to agree or disagree with Jeff about a supply glut but I have a feeling it’s not worth worrying about. An awful lot of granny’s silver has already been recycled over the last 50 years. Since dumb money obtains its confidence from rising prices and rising prices alone, it’s probably safe to assume that it is now buying more than it is selling.
I can say I was apart of the $100 silver club for 2026……..but never imagined it would be January. I was looking more late spring early summer.
I took your new trading range seriously for a number of reasons despite the scarily overbought and persistently vertical action lately. There are more important factors in play than those usually very important technical concerns. The dollar’s plight is one but it’s probably more important that the sector has broken out in a big way against the stock market. Behold the massive base for this brand new development:
https://schrts.co/YQXdrqyF
All that “QE” (theft/wealth transfer) that levitated the stock market for many years is now going to flow into the entire gold sector as well as most commodities.
I also see more big downside for the bond market before any significant upside. That, of course, will be very positive for gold and silver.
https://schrts.co/iIBWTtES
It’s only week 2 of this SILJ:GDX breakout and week 1 if we’re more concerned with intraweek readings than weekly closes:
https://schrts.co/TmvvCbbn
https://www.tradingview.com/x/K042MqKQ/
NatGas : Cyclical Downtrend Likely
https://www.tradingview.com/x/lKZB1vGM/
Natural Gas : The Road Ahead?
The same fork that stopped silver in 2020 put up no fight this week despite its resistance being at a big round triple digit number. If the bear’s can’t stuff it next week, get ready for about $130 next.
https://schrts.co/fXaxMdTX
Nat Gas has gone up 70% in three days, just another indication that The World’s economy is baubling in a BuBBle! You can’t rationalize such an enormous move in such a short time except to say that this is another symptom of an economic system that is off the rails. DT 🧨