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EssentialMake or Break: Energy Crisis

A Long Crisis or a New Reality?

Featuring Alexander Stahel and Andreas Steno Larsen

Nov 04, 2022 • 60 minutes

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Essential

Make or Break: Energy Crisis

A Long Crisis or a New Reality?

Natural gas prices have retreated, but Alexander Stahel says "the crisis is not over."

Featuring Alexander Stahel and Andreas Steno Larsen

Nov 04, 2022 • 60 minutes

After scaling fear-inducing peaks in mid-2022, European natural gas prices have been trending lower for several weeks. And the sense of relief is almost palpable, with warmer-than-normal weather on the continent early this fall adding to the good feeling. But Burggraben Holding AG Founder and Chief Investment Officer Alexander Stahel won’t “be relaxed about this market, at least until ’25.” In conversation with Real Vision Senior Markets Editor Andreas Steno Larsen, Stahel enumerates the many challenges in front of policymakers, including Europe’s “imperfect infrastructure,” Russia’s weaponization of oil and gas, and the European Union’s net carbon targets for 2050. All of that, as Stahel explains, is fuel enough for the energy crisis to continue into, through, and beyond 2023. There are solutions, though, and there will be winners climbing out of the chaos. Recorded on October 24, 2022. Show More

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with a laser focus on the global energy crisis. Mistakenly, too many view this as just a European problem. Our worldwide team of experts walks you through what happens when Europe picks up alternative sources and the tough times it could mean for countries like Sri Lanka and Pakistan.

More Episodes

What happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with a laser focus on the global energy crisis. Mistakenly, too many view this as just a European problem. Our worldwide team of experts walks you through what happens when Europe picks up alternative sources and the tough times it could mean for countries like Sri Lanka and Pakistan.

More Episodes

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