Independent Oil & Gas Research for Institutional Clients

Putting the Global Outlook Into Context of Regional & Local Implications to Identify the Companies That Have What it Takes to Succeed.

Subscription Benefits Include:


Every month Josef produces an interim update (mid-month) and market overview (month-end) research report highlighting key developments within the industry and covered company activity.


Gain new insights, updates, and participate in Q&A sessions.


Gain access to coverage of junior, medium and large cap energy, and energy service companies. Josef produces quarterly earnings notes and corporate updates on the 30+ names in his coverage universe.

Josef Schachter, CFA

As a 40-year veteran of the Canadian Investment Management Industry, Josef has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what’s going on in the sector, what is to come, and why.

Josef is most noted as a regular guest on BNN Bloomberg and is repeatedly quoted in news publications and financial reporting agencies. The Business Edge Magazine awarded Josef its “Stock Picker of the Year” in 2003, 2004 and 2007. More recently, he has been acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014.

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