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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 1 of 1

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 1 of 1

The Energy Supercycle Has Just Started - Will Continue to 2030 with Josef Schachter | WTFinance

> "we're now in 2020 after COVID uh where we the the the AI world started people start talking about you know data centers the electric grid is insufficient we need to spend money there and so all of a sudden uh we're starting the next super cycle of commodities" - **Josef Schachter** [[00:21:07](https://youtu.be/UAg_B5oD2Uw?t=1267s)] > "it's the emerging world that's really growing because if we need more lithium…

Mar 22, 2026·Commodities
The Energy Supercycle Has Just Started - Will Continue to 2030 with Josef Schachter | WTFinance
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Commodities
Crude
Crude Oil & Energy
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LNGMacro / EconomicsOilPodcast

The Energy Supercycle Has Just Started - Will Continue to 2030 with Josef Schachter | WTFinance

"we're now in 2020 after COVID uh where we the the the AI world started people start talking about you know data centers the electric grid is insufficient we need to spend money there and so all of a sudden uh we're starting the next super cycle of commodities" - Josef Schachter [00:21:07]

"it's the emerging world that's really growing because if we need more lithium…

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UJ
Mar 22, 2026