Josef Schachter of the Schachter Energy Report shares his outlook for oil prices and stocks as the Iran war continues.

"Right now, the key thing is how long does it last and what is the reason that they want the war," he said.

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This interview was filmed on March 10, 2026.

0:00 - Intro

0:31 - How long will war last?

7:15 - Two oil price scenarios

8:43 - Trump admin messaging

12:02 - War factors to watch

15:05 - Russian oil prices up

18:25 - Oil/gas stock impact

22:43 - Canada oil/gas potential

28:46 - M&A activity to heat up

34:59 - Oil/gas entry points

38:28 - New areas of supply

41:47 - Outro

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